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Invesco S&P MidCap Low Volatility ETF

186 hedge funds and large institutions have $595M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-17
Holders Change %
-8.37%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
16
Increased
69
Reduced
74
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
151
Front Row Advisors
California
$56K
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$45K -$2.47K -46 -5%
APWA
153
Atlas Private Wealth Advisors
New Jersey
$44K
MHR
154
Matthew Hamilton Rosenberg
$37K -$16.6K -314 -31%
LWANC
155
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K
COCM
156
Charter Oak Capital Management
New Hampshire
$31K +$9.97K +192 +47%
CAL
157
Capital Advisors Ltd
Ohio
$28K
OCM
158
Orion Capital Management
California
$26K
CG
159
Cutler Group
California
$26K +$20.8K +400 +400%
CFN
160
Cordasco Financial Network
Florida
$22K
EWM
161
EPG Wealth Management
Georgia
$22K +$22K +422 New
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$3.39K -65 -17%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$15K -$11.1K -214 -42%
SIM
164
Sonora Investment Management
Arizona
$13K
MIM
165
Macroview Investment Management
Maryland
$12K +$54 +1 +0.5%
BFO
166
Biltmore Family Office
North Carolina
$11K
FGAM
167
Financial Gravity Asset Management
Texas
$11K +$11K +207 New
NFSG
168
Newbridge Financial Services Group
Florida
$10K
GWSG
169
GPS Wealth Strategies Group
Colorado
$10K
CFD
170
Creative Financial Designs
Indiana
$9K
JWBC
171
John W. Brooker & Co
California
$9K +$51 +1 +0.6%
IF
172
Ironwood Financial
Arizona
$8K
HIIFS
173
Harel Insurance Investments & Financial Services
Israel
$8K +$8K +150 New
LPWM
174
Lake Point Wealth Management
Texas
$8K +$8K +151 New
CWM
175
Cedar Wealth Management
California
$7K -$98.4K -1,799 -93%