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Invesco S&P MidCap Low Volatility ETF

229 hedge funds and large institutions have $1.25B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-26
Holders Change %
-10.2%
% of All Funds
5.06%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.33%
New
39
Increased
84
Reduced
83
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
151
Certified Advisory Corp
Florida
$287K +$39.1K +983 +16%
EFL
152
ERn Financial LLC
Wisconsin
$284K -$154K -3,870 -35%
BAM
153
Belpointe Asset Management
Nevada
$279K -$358 -9 -0.1%
MC
154
Moors & Cabot
Massachusetts
$275K -$68.7K -1,748 -20%
SPP
155
Single Point Partners
Massachusetts
$274K +$239 +6 +0.1%
GWM
156
Gray Wealth Management
Maine
$274K +$274K +6,906 New
CS
157
Comerica Securities
Michigan
$271K -$1.75M -43,852 -87%
DBT
158
Dubuque Bank & Trust
Iowa
$270K +$270K +6,775 New
CI
159
CX Institutional
Indiana
$269K -$9.6M -241,164 -97%
RFN
160
RDA Financial Network
Iowa
$269K +$80K +2,008 +42%
SA
161
SRH Advisors
Kansas
$267K +$231K +5,800 +644%
WEC
162
Winslow Evans & Crocker
Massachusetts
$262K
DAS
163
Dynamic Advisor Solutions
Arizona
$255K +$255K +6,396 New
MWM
164
Minot Wealth Management
Massachusetts
$251K -$10M -251,977 -98%
FPGK
165
Financial Partners Group (Kansas)
Kansas
$242K
RI
166
Ridgewood Investments
New Jersey
$241K -$19.9K -500 -8%
FPFS
167
First Personal Financial Services
North Carolina
$238K +$238K +5,984 New
CBFP
168
Cedar Brook Financial Partners
Ohio
$237K +$35.3K +887 +18%
DIA
169
Dana Investment Advisors
Wisconsin
$231K -$12.4K -313 -5%
AW
170
ACG Wealth
Georgia
$222K -$57.6K -1,448 -21%
WWM
171
WT Wealth Management
Arizona
$204K -$1.28M -32,299 -86%
BFEC
172
Benjamin F. Edwards & Company
Missouri
$199K -$29.1K -731 -13%
CFGS
173
Concourse Financial Group Securities
Alabama
$197K +$197K +4,950 New
AAMA
174
Advanced Asset Management Advisors
Ohio
$171K +$7.04K +177 +4%
CAL
175
Capital Advisors Ltd
Ohio
$160K +$139K +3,500 +667%