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Invesco S&P MidCap Low Volatility ETF

184 hedge funds and large institutions have $390M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
47
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$203K -$44.2K -801 -18%
SWP
127
Stratos Wealth Partners
Ohio
$202K -$86.4K -1,564 -30%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$202K +$9.61K +176 +5%
IWM
129
IHT Wealth Management
Illinois
$201K -$8.62K -156 -4%
AF
130
Allworth Financial
California
$199K
Fidelity Investments
131
Fidelity Investments
Massachusetts
$190K +$54.6K +988 +40%
RI
132
Ridgewood Investments
New Jersey
$189K +$189K +3,418 New
SPIA
133
Steward Partners Investment Advisory
New York
$179K
EWA
134
EP Wealth Advisors
California
$179K
BLC
135
Brown, Lisle/Cummings
Rhode Island
$160K +$276 +5 +0.2%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$145K
AAP
137
Arax Advisory Partners
Colorado
$138K -$276 -5 -0.2%
FPFS
138
First Personal Financial Services
North Carolina
$136K -$16.6K -300 -11%
CIAS
139
Capital Investment Advisory Services
North Carolina
$111K +$55 +1 +0%
RIL
140
Rothschild Investment LLC
Illinois
$110K
Comerica Bank
141
Comerica Bank
Texas
$104K
PS
142
Principal Securities
Iowa
$102K -$110 -2 -0.1%
GWP
143
Gen-Wealth Partners
Michigan
$101K
RWMG
144
Redwood Wealth Management Group
New Jersey
$80.7K +$80.7K +1,461 New
US Bancorp
145
US Bancorp
Minnesota
$67.6K
FRA
146
Front Row Advisors
California
$57.8K
VAMG
147
Voisard Asset Management Group
Michigan
$55.2K
HBW
148
Hazlett, Burt & Watson
West Virginia
$55K +$332 +6 +0.6%
PA
149
PSI Advisors
Florida
$51K +$30.1K +545 +144%
SOS
150
Silver Oak Securities
Tennessee
$49.8K