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Invesco S&P MidCap Low Volatility ETF

184 hedge funds and large institutions have $390M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
47
Reduced
76
Closed
23
Calls
โ€“
Puts
โ€“
Net Calls
โ€“
Net Calls Change
โ€“
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
151
Carolinas Wealth Consulting
North Carolina
$48.1K โ€“ โ€“ โ€“
CCMI
152
Creative Capital Management Investments
California
$44.1K -$19.7K -357 -31%
GRP
153
Global Retirement Partners
California
$42.6K -$994 -18 -2%
TSMHT
154
Thurston Springer Miller Herd & Titak
Indiana
$35.4K +$35.4K +641 New
LWANC
155
Laurel Wealth Advisors (North Carolina)
North Carolina
$35.2K -$16.6K -300 -32%
GWM
156
Geneos Wealth Management
Colorado
$34.6K โ€“ โ€“ โ€“
FGAM
157
Financial Gravity Asset Management
Texas
$31.6K -$90.1K -1,631 -74%
CAL
158
Capital Advisors Ltd
Ohio
$29K โ€“ โ€“ โ€“
IA
159
IFP Advisors
Florida
$26K โ€“ โ€“ โ€“
EWM
160
EPG Wealth Management
Georgia
$24.7K -$25.1K -445 Closed
LFG
161
Larson Financial Group
Missouri
$24K +$24K +435 New
CSB
162
City State Bank
Iowa
$23.6K โ€“ โ€“ โ€“
AF
163
Advisornet Financial
Minnesota
$21.8K โ€“ โ€“ โ€“
GWSG
164
GPS Wealth Strategies Group
Colorado
$21.7K +$1.33K +24 +7%
PTC
165
Private Trust Company
Ohio
$21.5K -$69K -1,250 -76%
GI
166
Gradient Investments
Minnesota
$16K +$16K +290 New
CP
167
Castleview Partners
Texas
$15.9K โ€“ โ€“ โ€“
TWP
168
Triad Wealth Partners
Kansas
$15.2K +$15.2K +276 New
BFO
169
Biltmore Family Office
North Carolina
$11K โ€“ โ€“ โ€“
CFD
170
Creative Financial Designs
Indiana
$9.83K โ€“ โ€“ โ€“
TFGT
171
TS Financial Group (TSFG)
Illinois
$8K โ€“ โ€“ โ€“
CFO
172
CVA Family Office
Colorado
$7.79K โ€“ โ€“ โ€“
CAS
173
Coppell Advisory Solutions
Texas
$7.18K +$7.18K +130 New
NS
174
NBC Securities
Alabama
$7K -$3.01K -58 -30%
SIS
175
Sound Income Strategies
Florida
$6.02K โ€“ โ€“ โ€“