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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

182 hedge funds and large institutions have $435M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
39
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$26.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.16M
3
HighTower Advisors
HighTower Advisors
Illinois
$3.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.45M
5
AAS
Avantax Advisory Services
Texas
$2.01M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.3M
2
UBS Group
UBS Group
Switzerland
$19.9M
3
Ameriprise
Ameriprise
Minnesota
$12.3M
4
Stifel Financial
Stifel Financial
Missouri
$2.23M
5
BCM
Brookstone Capital Management
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
126
Meridian Financial
Massachusetts
$227K – – –
TA
127
TrueWealth Advisors
Alabama
$225K +$1.38K +28 +0.6%
LT
128
Legacy Trust
Michigan
$217K – – –
DAS
129
Dynamic Advisor Solutions
Arizona
$215K -$14.8K -300 -6%
SM
130
Sensible Money
Arizona
$210K – – –
RFN
131
Redwood Financial Network
Ohio
$209K -$2.07K -42 -1%
REMPR
132
Roof Eidam Maycock Peralta (REMP)
California
$203K – – –
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$199K +$738 +15 +0.4%
TWM
134
Tradition Wealth Management
Minnesota
$155K -$17K -344 -10%
SPIA
135
Steward Partners Investment Advisory
New York
$154K -$2.46K -50 -2%
Comerica Bank
136
Comerica Bank
Texas
$147K +$147K +2,994 New
BLC
137
Brown, Lisle/Cummings
Rhode Island
$141K +$246 +5 +0.2%
AAP
138
Arax Advisory Partners
Colorado
$140K -$25.2K -513 -15%
FPFS
139
First Personal Financial Services
North Carolina
$136K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$129K -$39.5K -803 -23%
CIAS
141
Capital Investment Advisory Services
North Carolina
$102K -$492 -10 -0.5%
HBW
142
Hazlett, Burt & Watson
West Virginia
$96K +$96K +1,958 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$88.3K +$16.2K +330 +23%
PTC
144
Private Trust Company
Ohio
$80.6K +$2.46K +50 +3%
GRP
145
Global Retirement Partners
California
$79.4K -$16.7K -343 -17%
US Bancorp
146
US Bancorp
Minnesota
$62.6K -$1.28K -26 -2%
CIA
147
Cape Investment Advisory
Georgia
$60.3K – – –
CCMI
148
Creative Capital Management Investments
California
$56.8K – – –
FRA
149
Front Row Advisors
California
$51.4K -$688 -14 -1%
GWM
150
Geneos Wealth Management
Colorado
$49.8K – – –
4 5
6
7 8