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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
Polaris Wealth Advisory Group
California
+$4.37M
2
BCM
BlueCrest Capital Management
Jersey
+$3.61M
3
CA
Calton & Associates
Florida
+$2.88M
4
KPWS
Kestra Private Wealth Services
Texas
+$2.87M
5
GIA
Gladstone Institutional Advisory
Florida
+$1.69M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$9.7M
2
HNB
Huntington National Bank
Ohio
-$9.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.33M
5
RJA
Raymond James & Associates
Florida
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
151
Claraphi Advisory Network
United States
$219K -$297K -5,069 -58%
SEP
152
Southland Equity Partners
Missouri
$217K +$217K +3,715 New
RI
153
Ridgewood Investments
New Jersey
$213K -$20.9K -356 -9%
SFS
154
Stiles Financial Services
Minnesota
$207K +$207K +3,538 New
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$198K +$39.3K +672 +25%
JAWM
156
J. Arnold Wealth Management
Ohio
$180K +$409 +7 +0.2%
FPFS
157
First Personal Financial Services
North Carolina
$173K -$97.4K -1,669 -36%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$168K +$117 +2 +0.1%
IA
159
IFP Advisors
Florida
$151K +$13.5K +233 +10%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$147K +$130K +2,221 +766%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$118K +$14.4K +245 +14%
SCA
162
Snowden Capital Advisors
New York
$109K +$109K +1,865 New
TFGT
163
TS Financial Group (TSFG)
Illinois
$87K +$233 +4 +0.3%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$86K +$86K +1,463 New
Fidelity Investments
165
Fidelity Investments
Massachusetts
$83K +$4.96K +85 +6%
LS
166
Leelyn Smith
Illinois
$81K – – –
RG
167
Retirement Group
California
$73K +$176 +3 +0.2%
AIP
168
Ahrens Investment Partners
Louisiana
$64K +$64K +1,103 New
FRA
169
Front Row Advisors
California
$62K – – –
COCM
170
Charter Oak Capital Management
New Hampshire
$51K +$16.2K +279 +47%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$49K – – –
CA
172
Cornerstone Advisory
Maryland
$46K +$46K +798 New
CA
173
CoreCap Advisors
Michigan
$41K +$41K +707 New
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K – – –
CAL
175
Capital Advisors Ltd
Ohio
$31K – – –
5 6
7
8 9