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Invesco S&P MidCap Low Volatility ETF

204 hedge funds and large institutions have $746M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-15
Holders Change %
-6.85%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
25
Increased
45
Reduced
100
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
126
Belpointe Asset Management
Nevada
$342K
NFG
127
Next Financial Group
Texas
$339K -$3.98K -76 -1%
SWM
128
Spire Wealth Management
Virginia
$339K +$339K +6,483 New
SHJ
129
Sharkey, Howes & Javer
Colorado
$327K -$21.2K -404 -6%
NFP
130
Novak Financial Planning
Maryland
$326K +$9.11K +174 +3%
SA
131
SRH Advisors
Kansas
$323K
IWC
132
Integrated Wealth Concepts
Massachusetts
$320K -$96.9K -1,852 -23%
EC
133
Estate Counselors
Wisconsin
$319K
PCFFS
134
Pacific Center for Financial Services
California
$314K -$10.3K -196 -3%
DIA
135
Dana Investment Advisors
Wisconsin
$304K +$41.6K +796 +16%
IAN
136
Integrated Advisors Network
Texas
$297K +$63.5K +1,214 +27%
PB
137
Pinnacle Bancorp
Nebraska
$278K
AWA
138
Acorn Wealth Advisors
Michigan
$271K -$78.6K -1,502 -22%
FPFS
139
First Personal Financial Services
North Carolina
$260K -$24.9K -474 -9%
SFG
140
StrategIQ Financial Group
Indiana
$258K -$1.99K -38 -0.8%
SI
141
Stephens Inc
Arkansas
$246K
Creative Planning
142
Creative Planning
Kansas
$244K +$52 +1 +0%
DAS
143
Dynamic Advisor Solutions
Arizona
$236K -$50.1K -955 -18%
AWA
144
Arete Wealth Advisors
Illinois
$235K -$73.8K -1,409 -24%
SIAG
145
Safeguard Investment Advisory Group
California
$228K +$366 +7 +0.2%
9WM
146
9258 Wealth Management
Ohio
$226K -$209K -3,986 -48%
US Bancorp
147
US Bancorp
Minnesota
$222K -$7.39K -141 -3%
CG
148
Clarus Group
Texas
$221K +$221K +4,160 New
AWM
149
Accel Wealth Management
Iowa
$217K -$45K -859 -17%
REMPR
150
Roof Eidam Maycock Peralta (REMP)
California
$216K +$216K +4,120 New