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Invesco S&P MidCap Low Volatility ETF

189 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
35
Reduced
93
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
AE Wealth Management
Kansas
$227K -$931K -17,613 -80%
RFN
127
Redwood Financial Network
Ohio
$226K +$160 +3 +0.1%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$223K -$94.5K -1,778 -30%
Truist Financial
129
Truist Financial
North Carolina
$220K -$129K -2,435 -37%
DWMG
130
DB Wealth Management Group
California
$220K -$80.7K -1,518 -27%
REMPR
131
Roof Eidam Maycock Peralta (REMP)
California
$219K
IWM
132
IHT Wealth Management
Illinois
$205K -$113K -2,134 -36%
Jane Street
133
Jane Street
New York
$201K +$201K +3,773 New
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$200K +$200K +3,770 New
IPW
135
Impact Partnership Wealth
Georgia
$199K -$775K -14,569 -80%
AF
136
Allworth Financial
California
$184K -$91.4K -1,719 -33%
EWA
137
EP Wealth Advisors
California
$175K +$175K +3,288 New
SPIA
138
Steward Partners Investment Advisory
New York
$166K
BLC
139
Brown, Lisle/Cummings
Rhode Island
$153K +$160 +3 +0.1%
AAP
140
Arax Advisory Partners
Colorado
$152K +$638 +12 +0.4%
FPFS
141
First Personal Financial Services
North Carolina
$147K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$143K +$47.5K +894 +50%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$139K
TWM
144
Tradition Wealth Management
Minnesota
$124K -$43.7K -819 -26%
CIAS
145
Capital Investment Advisory Services
North Carolina
$107K -$3.78K -71 -3%
RIL
146
Rothschild Investment LLC
Illinois
$106K +$106K +2,000 New
Comerica Bank
147
Comerica Bank
Texas
$100K -$58.8K -1,105 -37%
PS
148
Principal Securities
Iowa
$100K +$100K +1,883 New
ASN
149
Advisory Services Network
Georgia
$90.3K +$90.3K +1,699 New
PTC
150
Private Trust Company
Ohio
$87.2K