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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-8
Holders Change %
-4.04%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
73
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$9.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.8M
3
Wells Fargo
3
Wells Fargo
California
$19.2M
4
JWWM
4
Johnson & White Wealth Management
Pennsylvania
$1.95M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$687K

Top Sellers

1
PI
1
PFS Investments
Georgia
$25.7M
2
CPA
2
Capital Planning Advisors
California
$480K
3
HNB
3
Huntington National Bank
Ohio
$12.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
JWM
5
Janiczek Wealth Management
Colorado
$297K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
151
Cape Investment Advisory
Georgia
$64.2K +$64.2K +1,226 New
CCMI
152
Creative Capital Management Investments
California
$60.6K – – –
FRA
153
Front Row Advisors
California
$56K – – –
AF
154
Allworth Financial
California
$54.9K – – –
RG
155
Retirement Group
California
$46K -$28.2K -533 -38%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$44.4K – – –
CP
157
Castleview Partners
Texas
$40.2K +$40.2K +768 New
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.3K – – –
S
159
SignatureFD
Georgia
$30.9K +$24.6K +470 +388%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$28.2K +$28.2K +538 New
CAL
161
Capital Advisors Ltd
Ohio
$28K – – –
MHR
162
Matthew Hamilton Rosenberg
$24.7K – – –
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$24.5K -$4.39K -83,740 -15%
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$24.2K – – –
William Blair & Company
165
William Blair & Company
Illinois
$23.6K +$23.6K +450 New
EWM
166
EPG Wealth Management
Georgia
$22.8K +$157 +3 +0.7%
CSB
167
City State Bank
Iowa
$22K – – –
NFSG
168
Newbridge Financial Services Group
Florida
$21.2K – – –
GWSG
169
GPS Wealth Strategies Group
Colorado
$19.3K +$19.3K +369 New
MIA
170
Milestone Investment Advisors
Wisconsin
$17.9K – – –
MIM
171
Macroview Investment Management
Maryland
$12.1K +$105 +2 +0.9%
BFO
172
Biltmore Family Office
North Carolina
$10.5K – – –
IGWM
173
ICA Group Wealth Management
Colorado
$10.1K – – –
CFD
174
Creative Financial Designs
Indiana
$9.33K – – –
SIS
175
Sound Income Strategies
Florida
$7.81K -$5.5K -105 -41%
5 6
7
8 9