XMLV icon

Invesco S&P MidCap Low Volatility ETF

204 hedge funds and large institutions have $746M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-15
Holders Change %
-6.85%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
25
Increased
45
Reduced
100
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWMG
151
Levy Wealth Management Group
Pennsylvania
$215K -$109K -2,095 -34%
RI
152
Ridgewood Investments
New Jersey
$215K -$59.4K -1,136 -22%
SCA
153
Snowden Capital Advisors
New York
$208K -$16.8K -320 -7%
SMC
154
Smith, Moore & Co
Missouri
$206K +$206K +3,940 New
LAS
155
Lloyd Advisory Services
Georgia
$185K +$185K +3,526 New
EP
156
Eudaimonia Partners
Tennessee
$159K +$9K +172 +6%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$155K +$6.44K +123 +4%
GWM
158
Geneos Wealth Management
Colorado
$153K -$4.48K -83 -3%
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$141K -$575 -11 -0.4%
SPIA
160
Steward Partners Investment Advisory
New York
$126K -$828K -15,806 -87%
IA
161
IFP Advisors
Florida
$126K +$25K +482 +25%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$119K +$118K +2,264 +17,415%
CWM
163
Cedar Wealth Management
California
$101K +$262 +5 +0.3%
LS
164
Leelyn Smith
Illinois
$97K
PWA
165
Phoenix Wealth Advisors
North Carolina
$63K -$26.6K -500 -30%
RG
166
Retirement Group
California
$60K +$53 +1 +0.1%
FRA
167
Front Row Advisors
California
$56K
APWA
168
Atlas Private Wealth Advisors
New Jersey
$40K +$7.81K +148 +24%
MHR
169
Matthew Hamilton Rosenberg
$39K +$14.1K +266 +56%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$38K -$6.99K -135 -16%
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K
CAL
172
Capital Advisors Ltd
Ohio
$27K
OCM
173
Orion Capital Management
California
$26K
VFA
174
Valeo Financial Advisors
Indiana
$24K
CFN
175
Cordasco Financial Network
Florida
$22K