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Invesco S&P MidCap Low Volatility ETF

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
126
Berger Financial Group
Minnesota
$220K +$220K +3,895 New
PBF
127
Petix & Botte Financial
California
$218K -$218K -3,859 -50%
IWM
128
IHT Wealth Management
Illinois
$214K -$3.55K -63 -2%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$212K -$24.1K -428 -10%
GAA
130
Global Assets Advisory
Florida
$208K +$208K +11,667 New
IIM
131
Ipswich Investment Management
Massachusetts
$201K +$201K +3,558 New
LI
132
LVZ Inc
Michigan
$201K +$201K +3,557 New
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$201K -$54K -957 -21%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$198K -$13.8K -246 -7%
AF
135
Allworth Financial
California
$196K -$113 -2 -0.1%
SPIA
136
Steward Partners Investment Advisory
New York
$183K +$6.99K +124 +4%
EWA
137
EP Wealth Advisors
California
$183K -$2.82K -50 -2%
BLC
138
Brown, Lisle/Cummings
Rhode Island
$163K +$282 +5 +0.2%
FPFS
139
First Personal Financial Services
North Carolina
$156K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$148K
AAP
141
Arax Advisory Partners
Colorado
$141K -$20.4K -361 -13%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$138K -$13.3K -235 -9%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$124K +$124K +2,194 New
FGAM
144
Financial Gravity Asset Management
Texas
$120K +$53.4K +977 +80%
CIAS
145
Capital Investment Advisory Services
North Carolina
$113K
RIL
146
Rothschild Investment LLC
Illinois
$113K
Comerica Bank
147
Comerica Bank
Texas
$107K
PS
148
Principal Securities
Iowa
$104K -$1.92K -34 -2%
GWP
149
Gen-Wealth Partners
Michigan
$103K +$103K +1,833 New
PTC
150
Private Trust Company
Ohio
$92.5K