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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.47%
New
70
Increased
115
Reduced
46
Closed
17
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$10K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$126M
2
PFG
2
Pacific Financial Group
Washington
$51.1M
3
Ameriprise
3
Ameriprise
Minnesota
$209M
4
BA
4
BCM Advisors
Louisiana
$30.2M
5
Wells Fargo
5
Wells Fargo
California
$127M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.4M
2
FHC
2
First Heartland Consultants
Missouri
$14.2M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$368K
5
HNB
5
Huntington National Bank
Ohio
$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
PSI Advisors
Florida
$552K +$552K +10,273 New
Brown Advisory
152
Brown Advisory
Maryland
$533K -$20.5K -380 -4%
N
153
Natixis
France
$528K -$2.31K -43 -0.4%
PBF
154
Petix & Botte Financial
California
$527K +$527K +9,795 New
MNBTD
155
Moody National Bank Trust Division
Texas
$495K – – –
KWM
156
Kingsview Wealth Management
Oregon
$484K +$484K +8,993 New
MA
157
MONECO Advisors
Connecticut
$480K +$480K +8,799 New
MC
158
Moors & Cabot
Massachusetts
$470K +$64.7K +1,203 +16%
IA
159
IFP Advisors
Florida
$464K -$255K -4,823 -35%
NL
160
NWAM LLC
Washington
$457K +$93K +1,729 +26%
JIP
161
Jaffetilchin Investment Partners
Florida
$457K +$109K +2,034 +31%
VWM
162
Vigilare Wealth Management
Arizona
$446K +$446K +8,221 New
GIA
163
Gladstone Institutional Advisory
Florida
$433K -$170K -3,152 -28%
RJT
164
Raymond James Trust
Florida
$425K -$123K -2,285 -22%
PFS
165
Prospera Financial Services
Texas
$420K +$87.7K +1,630 +26%
CAN
166
Claraphi Advisory Network
United States
$410K +$16.1K +300 +4%
GCMG
167
Gyroscope Capital Management Group
Florida
$404K +$404K +7,507 New
DBRC
168
D.B. Root & Company
Pennsylvania
$397K +$2.1K +39 +0.5%
WWM
169
WJ Wealth Management
Arizona
$396K +$396K +7,367 New
NFG
170
Next Financial Group
Texas
$391K -$98.1K -1,824 -20%
TFS
171
Thoroughbred Financial Services
Tennessee
$391K +$72K +1,338 +23%
AAS
172
Avantax Advisory Services
Texas
$390K +$94.2K +1,737 +32%
AW
173
ACG Wealth
Georgia
$378K +$2.69K +50 +0.7%
BAM
174
Belpointe Asset Management
Nevada
$378K +$378K +7,022 New
SPP
175
Single Point Partners
Massachusetts
$369K +$369K +6,864 New
5 6
7
8 9