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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

203 hedge funds and large institutions have $634M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
21
Increased
57
Reduced
86
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFS Investments
Georgia
$18.6M
2
Citadel Advisors
Citadel Advisors
Florida
$3.39M
3
TRCT
Tower Research Capital (TRC)
New York
$2.1M
4
UCFA
United Capital Financial Advisors
Texas
$3.18M
5
CAN
Cetera Advisor Networks
California
$2.95M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$372K
2
BCM
Brookstone Capital Management
Illinois
$0
3
VCM
Verde Capital Management
Michigan
$2.38M
4
HNB
Huntington National Bank
Ohio
$9.72M
5
HighTower Advisors
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Accel Wealth Management
Iowa
$216K -$5.24K -98 -2%
SCA
152
Snowden Capital Advisors
New York
$212K – – –
LWMG
153
Levy Wealth Management Group
Pennsylvania
$203K -$17K -318 -8%
SB
154
Strategic Blueprint
Georgia
$203K +$203K +3,805 New
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$163K +$41.5K +777 +34%
CIAS
156
Capital Investment Advisory Services
North Carolina
$146K +$146K +2,732 New
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$145K +$1.17K +22 +0.8%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$140K -$18.3K -343 -12%
GWM
159
Geneos Wealth Management
Colorado
$131K -$21.6K -401 -14%
IA
160
IFP Advisors
Florida
$123K -$5.79K -109 -4%
CWM
161
Cedar Wealth Management
California
$103K – – –
LS
162
Leelyn Smith
Illinois
$99K – – –
RG
163
Retirement Group
California
$66K +$5.43K +102 +9%
PWP
164
Personal Wealth Partners
Minnesota
$65K +$65K +1,220 New
PWA
165
Phoenix Wealth Advisors
North Carolina
$63K – – –
FRA
166
Front Row Advisors
California
$58K – – –
MHR
167
Matthew Hamilton Rosenberg
$54K +$14.8K +278 +38%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$47K +$47K +883 New
APWA
169
Atlas Private Wealth Advisors
New Jersey
$45K +$4.63K +87 +11%
ASN
170
Advisory Services Network
Georgia
$35K +$35K +650 New
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K – – –
CAL
172
Capital Advisors Ltd
Ohio
$28K – – –
OCM
173
Orion Capital Management
California
$27K – – –
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$27K +$18.5K +345 +217%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$25K -$14K -263 -36%
5 6
7
8 9