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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

219 hedge funds and large institutions have $845M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+21
Holders Change %
+10.61%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
49
Increased
48
Reduced
95
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$21.3M
2
Citadel Advisors
Citadel Advisors
Florida
$4.03M
3
FTUS
Flow Traders U.S.
New York
$3.04M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$42.1M
5
CWM
Cornerstone Wealth Management
Missouri
$4.54M

Top Sellers

1
LPL Financial
LPL Financial
California
$50.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$34.7M
3
Ameriprise
Ameriprise
Minnesota
$84.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$25.2M
5
CA
Cetera Advisors
Colorado
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Vigilant Capital Management
Maine
$245K +$245K +5,087 New
DIA
152
Dana Investment Advisors
Wisconsin
$241K -$7.93K -165 -3%
AWM
153
Accel Wealth Management
Iowa
$241K +$241K +4,999 New
SFG
154
StrategIQ Financial Group
Indiana
$239K -$32.5K -675 -12%
WIA
155
World Investment Advisors
California
$229K +$229K +4,511 New
CFG
156
Cooper Financial Group
California
$227K +$227K +4,725 New
SI
157
Stephens Inc
Arkansas
$226K +$226K +4,700 New
Creative Planning
158
Creative Planning
Kansas
$225K -$6.66K -138 -3%
RI
159
Ridgewood Investments
New Jersey
$219K – – –
Jane Street
160
Jane Street
New York
$215K -$1.13M -23,460 -84%
IAN
161
Integrated Advisors Network
Texas
$215K +$215K +4,463 New
US Bancorp
162
US Bancorp
Minnesota
$211K +$675 +14 +0.3%
SIAG
163
Safeguard Investment Advisory Group
California
$209K +$209K +4,359 New
SCA
164
Snowden Capital Advisors
New York
$206K -$58.3K -1,212 -22%
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$192K -$9.6K -200 -5%
D
166
Diversified
Delaware
$155K +$155K +3,716 New
CIAS
167
Capital Investment Advisory Services
North Carolina
$148K +$15.5K +321 +12%
EP
168
Eudaimonia Partners
Tennessee
$138K +$138K +2,866 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$137K +$3.96K +82 +3%
GWM
170
Geneos Wealth Management
Colorado
$135K -$86.4K -1,870 -39%
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$131K -$17.2K -355 -12%
RIM
172
Rockbridge Investment Management
New York
$96K – – –
IA
173
IFP Advisors
Florida
$93K -$338K -7,061 -78%
CWM
174
Cedar Wealth Management
California
$93K +$145 +3 +0.2%
LS
175
Leelyn Smith
Illinois
$89K -$17K -353 -16%
5 6
7
8 9