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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

198 hedge funds and large institutions have $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
60
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Mariner
2
Mariner
Kansas
$4.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.85M
4
Bank of America
4
Bank of America
North Carolina
$16.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$40M
3
LPL Financial
3
LPL Financial
California
$40M
4
CPA
4
Capital Planning Advisors
California
$22.5M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
126
Thoroughbred Financial Services
Tennessee
$290K – – –
AWM
127
Accel Wealth Management
Iowa
$264K +$160 +3 +0.1%
PD
128
Planning Directions
Pennsylvania
$263K +$1.07K +20 +0.4%
TWM
129
Tradition Wealth Management
Minnesota
$259K -$39.5K -740 -13%
DAS
130
Dynamic Advisor Solutions
Arizona
$253K -$4.87K -91 -2%
AAP
131
Arax Advisory Partners
Colorado
$253K -$47.6K -890 -16%
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$251K +$87.8K +1,644 +54%
TC
133
Trilogy Capital
California
$250K – – –
RFN
134
Redwood Financial Network
Ohio
$248K +$107 +2 +0%
MCM
135
MAI Capital Management
Ohio
$247K – – –
MF
136
Meridian Financial
Massachusetts
$247K -$16.5K -309 -6%
LT
137
Legacy Trust
Michigan
$236K +$236K +4,414 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$235K +$140K +2,622 +148%
SM
139
Sensible Money
Arizona
$229K +$229K +4,275 New
TWP
140
Tempus Wealth Planning
California
$228K -$26.6K -498 -10%
EWA
141
EP Wealth Advisors
California
$225K +$225K +4,200 New
LI
142
LVZ Inc
Michigan
$225K +$225K +4,199 New
REMPR
143
Roof Eidam Maycock Peralta (REMP)
California
$220K +$220K +4,120 New
PTC
144
Private Trust Company
Ohio
$174K – – –
SPIA
145
Steward Partners Investment Advisory
New York
$171K -$4.55K -85 -3%
FPFS
146
First Personal Financial Services
North Carolina
$148K – – –
GRP
147
Global Retirement Partners
California
$140K -$1.12K -21 -0.8%
CIAS
148
Capital Investment Advisory Services
North Carolina
$137K -$963 -18 -0.7%
ASN
149
Advisory Services Network
Georgia
$127K +$127K +2,375 New
BLC
150
Brown, Lisle/Cummings
Rhode Island
$99.4K +$56.4K +1,054 +131%
4 5
6
7 8