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Invesco S&P MidCap Low Volatility ETF

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$234K +$8.12K +133 +4%
IWM
127
IHT Wealth Management
Illinois
$229K +$7.51K +123 +3%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$229K +$854 +14 +0.4%
Truist Financial
129
Truist Financial
North Carolina
$227K -$23.9K -392 -10%
LI
130
LVZ Inc
Michigan
$224K +$224K +3,671 New
IIM
131
Ipswich Investment Management
Massachusetts
$217K +$217K +3,558 New
BFG
132
Berger Financial Group
Minnesota
$217K -$17.8K -292 -8%
MFG
133
Merit Financial Group
Georgia
$217K +$217K +3,552 New
AF
134
Allworth Financial
California
$212K
TC
135
Trilogy Capital
California
$206K -$38.8K -635 -16%
TFS
136
Thoroughbred Financial Services
Tennessee
$200K +$200K +3,285 New
EWA
137
EP Wealth Advisors
California
$198K -$61 -1 -0%
SPIA
138
Steward Partners Investment Advisory
New York
$187K -$11.4K -186 -6%
RI
139
Ridgewood Investments
New Jersey
$186K -$22.9K -375 -11%
BLC
140
Brown, Lisle/Cummings
Rhode Island
$177K +$244 +4 +0.1%
William Blair & Company
141
William Blair & Company
Illinois
$174K +$174K +2,850 New
AAP
142
Arax Advisory Partners
Colorado
$148K -$4.7K -77 -3%
CIAS
143
Capital Investment Advisory Services
North Carolina
$123K
RIL
144
Rothschild Investment LLC
Illinois
$122K
Comerica Bank
145
Comerica Bank
Texas
$115K
GWP
146
Gen-Wealth Partners
Michigan
$113K
PS
147
Principal Securities
Iowa
$112K -$916 -15 -0.8%
SOS
148
Silver Oak Securities
Tennessee
$87.9K +$33.1K +544 +60%
JIP
149
Jaffetilchin Investment Partners
Florida
$74.8K +$74.8K +1,226 New
US Bancorp
150
US Bancorp
Minnesota
$74.7K