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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

182 hedge funds and large institutions have $435M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
39
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$26.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.16M
3
HighTower Advisors
HighTower Advisors
Illinois
$3.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.45M
5
AAS
Avantax Advisory Services
Texas
$2.01M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.3M
2
UBS Group
UBS Group
Switzerland
$19.9M
3
Ameriprise
Ameriprise
Minnesota
$12.3M
4
Stifel Financial
Stifel Financial
Missouri
$2.23M
5
BCM
Brookstone Capital Management
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
151
NBC Securities
Alabama
$34K +$34K +700 New
SOS
152
Silver Oak Securities
Tennessee
$33.5K +$33.5K +681 New
RG
153
Retirement Group
California
$32.9K – – –
LWANC
154
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.3K – – –
IA
155
IFP Advisors
Florida
$29.9K -$64.9K -1,319 -68%
RIA
156
Realta Investment Advisors
Delaware
$26.5K – – –
CAL
157
Capital Advisors Ltd
Ohio
$26K – – –
MHR
158
Matthew Hamilton Rosenberg
$23.2K – – –
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$22.7K – – –
EWM
160
EPG Wealth Management
Georgia
$21.6K +$98 +2 +0.5%
CSB
161
City State Bank
Iowa
$21K – – –
NFSG
162
Newbridge Financial Services Group
Florida
$19.9K – – –
GWSG
163
GPS Wealth Strategies Group
Colorado
$18.1K – – –
MIA
164
Milestone Investment Advisors
Wisconsin
$16.8K – – –
CP
165
Castleview Partners
Texas
$14.2K – – –
AssetMark Inc
166
AssetMark Inc
California
$13.9K +$13.9K +282 New
LFG
167
Larson Financial Group
Missouri
$12.1K – – –
BFO
168
Biltmore Family Office
North Carolina
$9.83K – – –
CFD
169
Creative Financial Designs
Indiana
$8.75K – – –
CAS
170
Coppell Advisory Solutions
Texas
$8.02K – – –
TFGT
171
TS Financial Group (TSFG)
Illinois
$7K -$64.9K -1,390 -90%
SIS
172
Sound Income Strategies
Florida
$5.36K – – –
FFA
173
Farther Finance Advisors
California
$5.11K – – –
AWM
174
Avior Wealth Management
Nebraska
$4.77K – – –
SWM
175
Spire Wealth Management
Virginia
$3.44K – – –
5 6
7
8 9