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Invesco S&P MidCap Low Volatility ETF

202 hedge funds and large institutions have $1.05B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-27
Holders Change %
-11.79%
% of All Funds
4.15%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.14%
New
20
Increased
71
Reduced
83
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$203K -$4.48K -108 -2%
Creative Planning
152
Creative Planning
Kansas
$202K -$308K -7,462 -60%
PWP
153
Personal Wealth Partners
Minnesota
$200K -$238K -5,760 -54%
CI
154
CX Institutional
Indiana
$165K -$114K -2,764 -41%
IA
155
IFP Advisors
Florida
$162K +$83.2K +2,088 +106%
Daiwa Securities Group
156
Daiwa Securities Group
Japan
$159K
RG
157
Retirement Group
California
$132K +$132K +3,189 New
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$112K
CG
159
Cutler Group
California
$103K +$24.7K +600 +32%
LS
160
Leelyn Smith
Illinois
$91K -$2.89K -70 -3%
RIM
161
Rockbridge Investment Management
New York
$82K +$82K +1,988 New
CWM
162
Cedar Wealth Management
California
$79K +$538 +13 +0.7%
EIP
163
Ellis Investment Partners
Pennsylvania
$63K +$412 +10 +0.7%
WCAMG
164
Woodard & Company Asset Management Group
North Carolina
$60K
AIC
165
Archer Investment Corporation
Indiana
$48K
PB
166
Pinnacle Bancorp
Nebraska
$46K
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$45K -$7.54K -183 -14%
HFA
168
Hoover Financial Advisors
Pennsylvania
$38K +$38K +910 New
Deutsche Bank
169
Deutsche Bank
Germany
$38K +$38K +918 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$35K +$2.28K +55 +7%
FHA
171
Flagship Harbor Advisors
Massachusetts
$34K +$2.78K +69 +9%
FRA
172
Front Row Advisors
California
$27K
CAL
173
Capital Advisors Ltd
Ohio
$22K -$147K -3,500 -87%
BWM
174
Baystate Wealth Management
Massachusetts
$21K +$122 +3 +0.6%
SFG
175
Sowa Financial Group
Rhode Island
$20K +$20K +488 New