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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

201 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
32
Increased
61
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.65M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.4M
3
IAA
Independent Advisor Alliance
North Carolina
$1.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$3.51M
5
USCWA
U.S. Capital Wealth Advisors
Texas
$1.21M

Top Sellers

1
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
2
RWP
RWA Wealth Partners
Massachusetts
$0
3
KAS
Kestra Advisory Services
Texas
$582K
4
Two Sigma Investments
Two Sigma Investments
New York
$858K
5
Stifel Financial
Stifel Financial
Missouri
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
126
Asset Dedication LLC
California
$260K – – –
SM
127
Sensible Money
Arizona
$260K – – –
PB
128
Pinnacle Bancorp
Nebraska
$255K -$62.6K -1,030 -20%
FA
129
Faithward Advisors
Pennsylvania
$250K +$365 +6 +0.1%
AF
130
Allworth Financial
California
$246K +$31.9K +516 +15%
TSS
131
Two Sigma Securities
New York
$245K +$245K +4,031 New
CB
132
Chris Bulman
California
$242K -$9.12K -150 -4%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$229K -$1.69K -28 -0.7%
Truist Financial
134
Truist Financial
North Carolina
$223K -$2.98K -49 -1%
IWM
135
IHT Wealth Management
Illinois
$218K -$11K -181 -5%
MFG
136
Merit Financial Group
Georgia
$217K +$669 +11 +0.3%
BFG
137
Berger Financial Group
Minnesota
$216K +$182 +3 +0.1%
IIM
138
Ipswich Investment Management
Massachusetts
$216K – – –
RFN
139
Redwood Financial Network
Ohio
$215K -$20.4K -336 -9%
SPIA
140
Steward Partners Investment Advisory
New York
$215K +$28.2K +463 +15%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$210K -$18.6K -306 -8%
MCM
142
Mainstay Capital Management
Michigan
$209K +$209K +3,434 New
LI
143
LVZ Inc
Michigan
$208K -$15.2K -250 -7%
TC
144
Trilogy Capital
California
$205K – – –
EWA
145
EP Wealth Advisors
California
$201K +$4.62K +76 +2%
RI
146
Ridgewood Investments
New Jersey
$185K – – –
SIM
147
Synergy Investment Management
Florida
$183K +$183K +3,006 New
HBW
148
Hazlett, Burt & Watson
West Virginia
$178K +$117K +1,924 +192%
BLC
149
Brown, Lisle/Cummings
Rhode Island
$176K +$365 +6 +0.2%
AAP
150
Arax Advisory Partners
Colorado
$148K +$912 +15 +0.6%
4 5
6
7 8