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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

189 hedge funds and large institutions have $566M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-11
Holders Change %
-5.5%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
16
Increased
49
Reduced
86
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFS Investments
Georgia
$52.4M
2
CPA
Capital Planning Advisors
California
$22.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$19.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.7M
5
PWAG
Polaris Wealth Advisory Group
California
$3.13M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.09M
2
BCM
Brookstone Capital Management
Illinois
$0
3
AIP
Almanack Investment Partners
Pennsylvania
$0
4
UBS Group
UBS Group
Switzerland
$29.3M
5
HNB
Huntington National Bank
Ohio
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
126
QP Wealth Management
New Jersey
$280K +$2.57K +50 +0.9%
PCFFS
127
Pacific Center for Financial Services
California
$276K -$6.53K -127 -2%
Creative Planning
128
Creative Planning
Kansas
$270K -$6.05K -118 -2%
AWM
129
Accel Wealth Management
Iowa
$267K +$309 +6 +0.1%
PD
130
Planning Directions
Pennsylvania
$254K +$1.33K +26 +0.5%
MF
131
Meridian Financial
Massachusetts
$253K +$253K +4,921 New
US Bancorp
132
US Bancorp
Minnesota
$250K +$28.7K +560 +13%
DAS
133
Dynamic Advisor Solutions
Arizona
$249K +$249K +4,836 New
SIAG
134
Safeguard Investment Advisory Group
California
$248K – – –
RFN
135
Redwood Financial Network
Ohio
$245K -$206 -4 -0.1%
TWP
136
Tempus Wealth Planning
California
$245K – – –
TC
137
Trilogy Capital
California
$240K -$1.54K -30 -0.6%
MCM
138
MAI Capital Management
Ohio
$237K – – –
REMPR
139
Roof Eidam Maycock Peralta (REMP)
California
$212K – – –
NL
140
NWAM LLC
Washington
$212K +$212K +4,110 New
FFN
141
Focus Financial Network
Minnesota
$212K -$462 -9 -0.2%
Prudential Financial
142
Prudential Financial
New Jersey
$208K +$208K +4,055 New
SAM
143
Strategic Asset Management
Minnesota
$170K +$154 +3 +0.1%
PTC
144
Private Trust Company
Ohio
$167K -$86.5K -1,683 -34%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$164K – – –
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$157K -$16K -311 -9%
FPFS
147
First Personal Financial Services
North Carolina
$152K – – –
HWMA
148
Heritage Wealth Management (Arizona)
Arizona
$145K -$25.1K -488 -15%
SPIA
149
Steward Partners Investment Advisory
New York
$137K -$2.05K -40 -1%
GRP
150
Global Retirement Partners
California
$135K +$103 +2 +0.1%
4 5
6
7 8