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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$11.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.03M
3
SWM
3
Sculati Wealth Management
Michigan
$7.66M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.22M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.11M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$24.2M
4
Bank of America
4
Bank of America
North Carolina
$6.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$478K
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
151
Hazlett, Burt & Watson
West Virginia
$61K +$305 +5 +0.5%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$58.6K +$58.6K +960 New
FRA
153
Front Row Advisors
California
$57.1K -$6.78K -111 -11%
PA
154
PSI Advisors
Florida
$56.6K +$305 +5 +0.5%
CWC
155
Carolinas Wealth Consulting
North Carolina
$53.1K – – –
CCMI
156
Creative Capital Management Investments
California
$48.8K – – –
FPFS
157
First Personal Financial Services
North Carolina
$42.7K -$108K -1,765 -72%
TSMHT
158
Thurston Springer Miller Herd & Titak
Indiana
$39.3K +$183 +3 +0.5%
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.9K – – –
CAL
160
Capital Advisors Ltd
Ohio
$32K – – –
FFA
161
Farther Finance Advisors
California
$30.2K +$23.8K +390 +375%
IA
162
IFP Advisors
Florida
$28.7K – – –
EWM
163
EPG Wealth Management
Georgia
$27.5K +$27.5K +450 New
CSB
164
City State Bank
Iowa
$26.1K – – –
AF
165
Advisornet Financial
Minnesota
$24.1K – – –
GWSG
166
GPS Wealth Strategies Group
Colorado
$24K – – –
GWM
167
Geneos Wealth Management
Colorado
$23K -$15.3K -250 -40%
GRP
168
Global Retirement Partners
California
$15.7K -$31.3K -514 -67%
LFG
169
Larson Financial Group
Missouri
$13.7K -$12.9K -211 -49%
DWM
170
Darwin Wealth Management
Florida
$12.6K +$12.6K +206 New
BFO
171
Biltmore Family Office
North Carolina
$12.2K – – –
TCG
172
Transcendent Capital Group
Oklahoma
$11.8K +$11.8K +194 New
CFD
173
Creative Financial Designs
Indiana
$10.9K – – –
TFGT
174
TS Financial Group (TSFG)
Illinois
$9K – – –
NS
175
NBC Securities
Alabama
$8K – – –
5 6
7
8 9