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Invesco S&P MidCap Low Volatility ETF

186 hedge funds and large institutions have $595M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-17
Holders Change %
-8.37%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
16
Increased
69
Reduced
74
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$253K
HCM
127
Howard Capital Management
Georgia
$252K +$252K +4,760 New
TWP
128
Tempus Wealth Planning
California
$250K +$12.9K +245 +5%
SPIA
129
Steward Partners Investment Advisory
New York
$249K -$6.05K -115 -2%
FPFS
130
First Personal Financial Services
North Carolina
$243K -$17K -325 -7%
HWMA
131
Heritage Wealth Management (Arizona)
Arizona
$238K -$57.6K -1,095 -19%
SIAG
132
Safeguard Investment Advisory Group
California
$235K +$577 +11 +0.2%
SI
133
Stephens Inc
Arkansas
$232K -$6.55K -125 -3%
NL
134
NWAM LLC
Washington
$227K +$10.9K +208 +5%
REMPR
135
Roof Eidam Maycock Peralta (REMP)
California
$216K
SFG
136
Snider Financial Group
Washington
$214K -$126K -2,279 -37%
AWM
137
Accel Wealth Management
Iowa
$212K +$210 +4 +0.1%
RI
138
Ridgewood Investments
New Jersey
$210K -$3.68K -70 -2%
CFA
139
Cahill Financial Advisors
Minnesota
$162K +$162K +3,088 New
JAWM
140
J. Arnold Wealth Management
Ohio
$161K +$160K +3,050 +15,250%
SAM
141
Strategic Asset Management
Minnesota
$157K +$157K +2,925 New
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$150K -$9.4K -180 -6%
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$143K
IA
144
IFP Advisors
Florida
$125K +$2.85K +54 +2%
GWM
145
Geneos Wealth Management
Colorado
$117K -$11.8K -224 -9%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$93K -$44.8K -851 -33%
TFGT
147
TS Financial Group (TSFG)
Illinois
$78K +$78K +1,489 New
LS
148
Leelyn Smith
Illinois
$73K -$24.3K -462 -25%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$70K +$45.4K +867 +184%
RG
150
Retirement Group
California
$65K +$105 +2 +0.2%