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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

183 hedge funds and large institutions have $509M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-6
Holders Change %
-3.17%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
52
Reduced
81
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$23.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.41M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.39M
4
MCC
4
Money Concepts Capital
Florida
$2.18M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.64M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$8.6M
2
KAS
2
Kestra Advisory Services
Texas
$436K
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.57M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
PFG Advisors
Arizona
$247K +$247K +5,132 New
PCFFS
127
Pacific Center for Financial Services
California
$237K -$21.2K -441 -8%
MF
128
Meridian Financial
Massachusetts
$236K – – –
PD
129
Planning Directions
Pennsylvania
$235K -$2.83K -59 -1%
DAS
130
Dynamic Advisor Solutions
Arizona
$231K -$863 -18 -0.4%
TWP
131
Tempus Wealth Planning
California
$229K – – –
TC
132
Trilogy Capital
California
$225K – – –
NCM
133
Northwest Capital Management
Oregon
$225K +$225K +4,675 New
RFN
134
Redwood Financial Network
Ohio
$223K -$5.96K -124 -3%
MCM
135
MAI Capital Management
Ohio
$222K – – –
SIAG
136
Safeguard Investment Advisory Group
California
$200K -$13.1K -273 -6%
US Bancorp
137
US Bancorp
Minnesota
$175K -$59.3K -1,234 -25%
SAM
138
Strategic Asset Management
Minnesota
$159K +$240 +5 +0.2%
SPIA
139
Steward Partners Investment Advisory
New York
$158K +$29.7K +619 +23%
PTC
140
Private Trust Company
Ohio
$156K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$150K -$178K -3,698 -54%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$147K -$192 -4 -0.1%
GRP
143
Global Retirement Partners
California
$138K +$315 +6 +0.2%
HWMA
144
Heritage Wealth Management (Arizona)
Arizona
$136K – – –
FPFS
145
First Personal Financial Services
North Carolina
$133K -$9.62K -200 -7%
CIAS
146
Capital Investment Advisory Services
North Carolina
$124K -$1.25K -26 -1%
AF
147
Allworth Financial
California
$87K -$11.3K -234 -11%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$85K -$69K -1,433 -45%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$82K +$6.74K +140 +9%
TFGT
150
TS Financial Group (TSFG)
Illinois
$73K +$482 +10 +0.7%
4 5
6
7 8