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Invesco S&P MidCap Low Volatility ETF

190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-8
Holders Change %
-4.04%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
126
Redwood Financial Network
Ohio
$241K -$2.52K -48 -1%
PPP
127
Private Portfolio Partners
New Jersey
$239K -$111K -2,114 -32%
LT
128
Legacy Trust
Michigan
$231K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$230K
SM
130
Sensible Money
Arizona
$224K
REMPR
131
Roof Eidam Maycock Peralta (REMP)
California
$216K
TWP
132
Tempus Wealth Planning
California
$209K -$13.8K -264 -6%
LI
133
LVZ Inc
Michigan
$207K -$13.2K -251 -6%
RI
134
Ridgewood Investments
New Jersey
$188K +$188K +3,591 New
TWM
135
Tradition Wealth Management
Minnesota
$182K -$71.6K -1,369 -28%
AAP
136
Arax Advisory Partners
Colorado
$176K -$71.9K -1,373 -29%
SPIA
137
Steward Partners Investment Advisory
New York
$166K -$1.57K -30 -0.9%
BLC
138
Brown, Lisle/Cummings
Rhode Island
$150K +$52.7K +1,005 +54%
FPFS
139
First Personal Financial Services
North Carolina
$145K
ASN
140
Advisory Services Network
Georgia
$144K +$19.5K +372 +16%
LFG
141
Larson Financial Group
Missouri
$113K +$37.5K +716 +50%
PTC
142
Private Trust Company
Ohio
$111K -$58.9K -1,124 -35%
CIAS
143
Capital Investment Advisory Services
North Carolina
$110K -$24.4K -465 -18%
IA
144
IFP Advisors
Florida
$109K -$3.23M -69,465 -97%
GRP
145
Global Retirement Partners
California
$101K -$33.5K -651 -25%
TFGT
146
TS Financial Group (TSFG)
Illinois
$80K +$523 +10 +0.7%
US Bancorp
147
US Bancorp
Minnesota
$79.1K -$16K -306 -17%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$70.8K +$2.52K +48 +4%
AIP
149
Ahrens Investment Partners
Louisiana
$68.6K +$68.6K +1,308 New
GWM
150
Geneos Wealth Management
Colorado
$66.2K +$7.55K +144 +13%