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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

198 hedge funds and large institutions have $841M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
22
Increased
60
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$10.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$16.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
5
AAS
5
Avantax Advisory Services
Texas
$4.07M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.58M
2
Ameriprise
2
Ameriprise
Minnesota
$84.2M
3
Wells Fargo
3
Wells Fargo
California
$27.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$197K -$143K -3,477 -42%
US Bancorp
152
US Bancorp
Minnesota
$182K -$25K -599 -12%
Daiwa Securities Group
153
Daiwa Securities Group
Japan
$175K +$8.33K +200 +5%
PB
154
Pinnacle Bancorp
Nebraska
$162K +$116K +2,800 +255%
RG
155
Retirement Group
California
$133K +$291 +7 +0.2%
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$127K +$15.2K +366 +14%
CI
157
CX Institutional
Indiana
$116K -$50.6K -1,212 -30%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$115K +$69.4K +1,663 +152%
CIAS
159
Capital Investment Advisory Services
North Carolina
$114K +$96.8K +2,334 +564%
CG
160
Cutler Group
California
$108K +$4.15K +100 +4%
LS
161
Leelyn Smith
Illinois
$92K +$42 +1 +0%
RIM
162
Rockbridge Investment Management
New York
$83K – – –
CWM
163
Cedar Wealth Management
California
$80K +$375 +9 +0.5%
EIP
164
Ellis Investment Partners
Pennsylvania
$64K +$292 +7 +0.5%
PFS
165
Prospera Financial Services
Texas
$63K +$63K +1,500 New
WCAMG
166
Woodard & Company Asset Management Group
North Carolina
$60K – – –
AIC
167
Archer Investment Corporation
Indiana
$48.4K – – –
Fidelity Investments
168
Fidelity Investments
Massachusetts
$45K +$9.53K +227 +27%
HFA
169
Hoover Financial Advisors
Pennsylvania
$38K – – –
FRA
170
Front Row Advisors
California
$30K – – –
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$28K +$10.4K +252 +59%
FHA
172
Flagship Harbor Advisors
Massachusetts
$26K -$8.17K -202 -24%
LWANC
173
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$26K +617 New
CAL
174
Capital Advisors Ltd
Ohio
$22K – – –
BWM
175
Baystate Wealth Management
Massachusetts
$22K +$127 +3 +0.6%
5 6
7
8 9