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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.27B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+35
Holders Change %
+24.14%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.28%
New
57
Increased
71
Reduced
35
Closed
21
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$1.44M

Top Buyers

1
HI
Horizon Investments
North Carolina
$56.8M
2
Ameriprise
Ameriprise
Minnesota
$135M
3
Morgan Stanley
Morgan Stanley
New York
$76.6M
4
UBS Group
UBS Group
Switzerland
$68.1M
5
PWS
Paragon Wealth Strategies
Florida
$13.8M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$48.7M
2
HNB
Huntington National Bank
Ohio
$13.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
WDL
Well Done LLC
Michigan
$0
5
CC
Claybrook Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAU
151
MRA Associates USA
Arizona
$75.3K +$9.39K +189 +14%
KL
152
KWMG LLC
Kansas
$66K – – –
Bessemer Group
153
Bessemer Group
New Jersey
$63K +$63K +1,262 New
SWM
154
SeaCrest Wealth Management
New York
$59K – – –
AIC
155
Archer Investment Corporation
Indiana
$58K – – –
OIA
156
OneDigital Investment Advisors
Kansas
$58K +$58K +1,174 New
MNBTD
157
Moody National Bank Trust Division
Texas
$57K +$57K +1,154 New
PB
158
Pinnacle Bancorp
Nebraska
$55K +$55K +1,100 New
GRP
159
Global Retirement Partners
California
$49K +$3.47K +70 +8%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$48K -$4.95K -100 -9%
PC
161
Permanens Capital
New York
$47K +$47K +954 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$43K +$42.8K +855 +21,375%
AF
163
Allworth Financial
California
$42K +$42K +838 New
CAC
164
Certified Advisory Corp
Florida
$40K +$40K +800 New
CAL
165
Capital Advisors Ltd
Ohio
$39K – – –
EWM
166
Executive Wealth Management
Michigan
$36K -$271K -5,405 -88%
LFG
167
LifePlan Financial Group
Ohio
$36K – – –
WCM
168
WealthBridge Capital Management
Ohio
$36K +$36K +707 New
GSWM
169
Golden State Wealth Management
California
$25K +$25K +494 New
CFN
170
Cordasco Financial Network
Florida
$21K +$21K +424 New
CAGAS
171
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
AIM
172
Arcadia Investment Management
Michigan
$15K – – –
BlackRock
173
BlackRock
New York
$14K -$289 -6 -2%
CIAS
174
Capital Investment Advisory Services
North Carolina
$12K +$9.45K +185 +370%
TFS
175
TrustCore Financial Services
Tennessee
$11K +$5.43K +110 +97%
4 5 6
7
8