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Invesco S&P MidCap Low Volatility ETF

198 hedge funds and large institutions have $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
60
Reduced
74
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$97.1K -$97.6K -1,825 -50%
TFGT
152
TS Financial Group (TSFG)
Illinois
$81K +$266 +5 +0.3%
LFG
153
Larson Financial Group
Missouri
$76.7K +$76.7K +1,434 New
RG
154
Retirement Group
California
$75K +$17.3K +323 +30%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$69.7K -$21.5K -402 -24%
CCMI
156
Creative Capital Management Investments
California
$62K +$62K +1,156 New
GWM
157
Geneos Wealth Management
Colorado
$59.9K +$13.2K +247 +28%
FRA
158
Front Row Advisors
California
$57K
AF
159
Allworth Financial
California
$56K -$40.3K -754 -42%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$45.7K
LS
161
Leelyn Smith
Illinois
$41.4K -$1.39K -26 -3%
CA
162
CoreCap Advisors
Michigan
$33.2K +$33.2K +621 New
LWANC
163
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K
CAL
164
Capital Advisors Ltd
Ohio
$28K -$24K -450 -46%
TSWM
165
Tyler-Stone Wealth Management
Ohio
$27K
MHR
166
Matthew Hamilton Rosenberg
$25.2K
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$25K
EWM
168
EPG Wealth Management
Georgia
$23.1K +$107 +2 +0.5%
CSB
169
City State Bank
Iowa
$23K
NFSG
170
Newbridge Financial Services Group
Florida
$21.7K
MPCL
171
My Personal CFO LLC
Washington
$18.9K +$18.9K +353 New
MIA
172
Milestone Investment Advisors
Wisconsin
$18.3K +$18.3K +342 New
SC
173
SouthState Corp
Florida
$17.8K +$17.8K +333 New
SIS
174
Sound Income Strategies
Florida
$13.6K +$7.76K +145 +133%
MIM
175
Macroview Investment Management
Maryland
$12.2K