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Invesco S&P MidCap Low Volatility ETF

189 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
35
Reduced
93
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
151
Silver Oak Securities
Tennessee
$76.9K +$40.7K +765 +112%
FGAM
152
Financial Gravity Asset Management
Texas
$65.2K +$65.2K +1,226 New
US Bancorp
153
US Bancorp
Minnesota
$65.1K -$2.66K -50 -4%
CCMI
154
Creative Capital Management Investments
California
$61.5K
GRP
155
Global Retirement Partners
California
$57.5K -$28.8K -545 -33%
GWM
156
Geneos Wealth Management
Colorado
$52K -$1.86K -35 -3%
HBW
157
Hazlett, Burt & Watson
West Virginia
$52K -$51.5K -974 -50%
FRA
158
Front Row Advisors
California
$49.7K -$5.9K -111 -11%
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.8K
IA
160
IFP Advisors
Florida
$30.2K -$2.18K -41 -7%
CAL
161
Capital Advisors Ltd
Ohio
$28K
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$24.5K
EWM
163
EPG Wealth Management
Georgia
$23.3K +$105 +2 +0.5%
CSB
164
City State Bank
Iowa
$23K
AF
165
Advisornet Financial
Minnesota
$21K -$10.4M -194,890 -100%
NFSG
166
Newbridge Financial Services Group
Florida
$20.5K -$1.01K -19 -5%
NS
167
NBC Securities
Alabama
$20K -$16.5K -316 -45%
GWSG
168
GPS Wealth Strategies Group
Colorado
$19.6K
MIA
169
Milestone Investment Advisors
Wisconsin
$18.2K
CP
170
Castleview Partners
Texas
$15.3K
LFG
171
Larson Financial Group
Missouri
$13.1K
TVAMP
172
Tennessee Valley Asset Management Partners
Tennessee
$11.5K +$11.5K +217 New
BFO
173
Biltmore Family Office
North Carolina
$10.6K
IGWM
174
ICA Group Wealth Management
Colorado
$10.3K +$10.3K +193 New
CFD
175
Creative Financial Designs
Indiana
$9.47K