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Invesco S&P MidCap Low Volatility ETF

187 hedge funds and large institutions have $473M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
48
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$52.4K -$12.9K -250 -20%
RG
152
Retirement Group
California
$34.7K -$10.4K -200 -23%
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.9K
S
154
SignatureFD
Georgia
$30.6K
CAL
155
Capital Advisors Ltd
Ohio
$27K
RIA
156
Realta Investment Advisors
Delaware
$26.5K +$26.5K +512 New
CTWM
157
Cherry Tree Wealth Management
Minnesota
$26.5K +$26.5K +512 New
MHR
158
Matthew Hamilton Rosenberg
$24.4K
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$23.9K
EWM
160
EPG Wealth Management
Georgia
$22.6K +$155 +3 +0.7%
CSB
161
City State Bank
Iowa
$22K
NFSG
162
Newbridge Financial Services Group
Florida
$21K
GWSG
163
GPS Wealth Strategies Group
Colorado
$19.1K
MIA
164
Milestone Investment Advisors
Wisconsin
$17.7K
CP
165
Castleview Partners
Texas
$14.9K -$24.8K -480 -63%
LFG
166
Larson Financial Group
Missouri
$12.8K -$98.5K -1,903 -89%
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$12.7K +$11.3K +218 +779%
MIM
168
Macroview Investment Management
Maryland
$12K +$103 +2 +0.9%
BFO
169
Biltmore Family Office
North Carolina
$10.4K
IGWM
170
ICA Group Wealth Management
Colorado
$9.99K
CFD
171
Creative Financial Designs
Indiana
$9.21K
CAS
172
Coppell Advisory Solutions
Texas
$7.75K +$7.75K +150 New
CFO
173
CVA Family Office
Colorado
$7.3K
SIS
174
Sound Income Strategies
Florida
$5.64K -$2.07K -40 -27%
FFA
175
Farther Finance Advisors
California
$5.38K