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Invesco S&P MidCap Low Volatility ETF

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$69K
CCMI
152
Creative Capital Management Investments
California
$65.2K
FRA
153
Front Row Advisors
California
$59K +$6.26K +111 +12%
VAMG
154
Voisard Asset Management Group
Michigan
$56.4K +$56.4K +1,000 New
HBW
155
Hazlett, Burt & Watson
West Virginia
$56K +$283 +5 +0.5%
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.9K +$18.1K +321 +52%
SOS
157
Silver Oak Securities
Tennessee
$50.9K -$30.7K -544 -38%
CWC
158
Carolinas Wealth Consulting
North Carolina
$49.1K +$49.1K +870 New
GRP
159
Global Retirement Partners
California
$44.6K -$16.9K -300 -28%
GWM
160
Geneos Wealth Management
Colorado
$35.4K -$19.8K -351 -36%
CAL
161
Capital Advisors Ltd
Ohio
$30K
IA
162
IFP Advisors
Florida
$26.5K -$5.53K -98 -17%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$26K
EWM
164
EPG Wealth Management
Georgia
$25.1K +$169 +3 +0.7%
CSB
165
City State Bank
Iowa
$24K
PA
166
Pineridge Advisors
Missouri
$23.5K +$23.5K +417 New
AF
167
Advisornet Financial
Minnesota
$22.3K
PA
168
PSI Advisors
Florida
$21.3K +$12.8K +227 +150%
GWSG
169
GPS Wealth Strategies Group
Colorado
$20.8K
FIM
170
Fernwood Investment Management
Massachusetts
$19.6K +$19.6K +348 New
MIA
171
Milestone Investment Advisors
Wisconsin
$19.3K
CP
172
Castleview Partners
Texas
$16.2K
BFO
173
Biltmore Family Office
North Carolina
$11.3K
NS
174
NBC Securities
Alabama
$11K -$10.9K -191 -50%
IGWM
175
ICA Group Wealth Management
Colorado
$10.9K