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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

183 hedge funds and large institutions have $509M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-6
Holders Change %
-3.17%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
52
Reduced
81
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$23.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.41M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.39M
4
MCC
4
Money Concepts Capital
Florida
$2.18M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.64M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$8.6M
2
KAS
2
Kestra Advisory Services
Texas
$436K
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.57M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
151
Retirement Group
California
$52K -$21.1K -439 -29%
FRA
152
Front Row Advisors
California
$51K – – –
PI
153
PFS Investments
Georgia
$50K +$1.05K +21,825 +2%
CAL
154
Capital Advisors Ltd
Ohio
$47K +$21.7K +450 +86%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$46K -$285K -5,960 -86%
GWM
156
Geneos Wealth Management
Colorado
$41K -$65.1K -1,385 -61%
BLC
157
Brown, Lisle/Cummings
Rhode Island
$38.7K +$240 +5 +0.6%
LS
158
Leelyn Smith
Illinois
$38K – – –
SOS
159
Silver Oak Securities
Tennessee
$33.5K +$33.5K +681 New
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
TSWM
161
Tyler-Stone Wealth Management
Ohio
$24K – – –
MHR
162
Matthew Hamilton Rosenberg
$23K – – –
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$22K – – –
CSB
164
City State Bank
Iowa
$21K – – –
EWM
165
EPG Wealth Management
Georgia
$21K +$21K +430 New
NFSG
166
Newbridge Financial Services Group
Florida
$19K -$7.27K -155 -28%
GWSG
167
GPS Wealth Strategies Group
Colorado
$18K – – –
MIM
168
Macroview Investment Management
Maryland
$11K -$11.4K -237 -51%
BFO
169
Biltmore Family Office
North Carolina
$10K – – –
IAMOG
170
Investors Asset Management of Georgia
Georgia
$10K – – –
RIA
171
Realta Investment Advisors
Delaware
$10K +$10K +214 New
CFD
172
Creative Financial Designs
Indiana
$9K – – –
CFO
173
CVA Family Office
Colorado
$7K – – –
SIS
174
Sound Income Strategies
Florida
$5K – – –
BlackRock
175
BlackRock
New York
$4K -$1.61K -35 -29%
4 5 6
7
8