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Invesco S&P MidCap Low Volatility ETF

201 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
32
Increased
61
Reduced
63
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$147K -$26.8K -440 -15%
RIL
152
Rothschild Investment LLC
Illinois
$122K
PS
153
Principal Securities
Iowa
$112K +$61 +1 +0.1%
GWP
154
Gen-Wealth Partners
Michigan
$111K
T
155
Transce3nd
Texas
$87.9K +$87.9K +1,445 New
SOS
156
Silver Oak Securities
Tennessee
$86.9K -$728 -12 -0.8%
Comerica Bank
157
Comerica Bank
Texas
$82.6K -$32.3K -531 -28%
US Bancorp
158
US Bancorp
Minnesota
$74.4K
PA
159
PSI Advisors
Florida
$59.3K +$2.86K +47 +5%
FRA
160
Front Row Advisors
California
$56.9K
CWC
161
Carolinas Wealth Consulting
North Carolina
$52.9K
CCMI
162
Creative Capital Management Investments
California
$48.6K
RCA
163
Runnymede Capital Advisors
Ohio
$44.7K +$44.7K +735 New
MSWA
164
Marshall & Sterling Wealth Advisors
New York
$41.6K +$41.6K +684 New
AWM
165
AE Wealth Management
Kansas
$39.8K +$39.8K +654 New
TSMHT
166
Thurston Springer Miller Herd & Titak
Indiana
$39.5K +$244 +4 +0.6%
LWANC
167
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.8K
CIAS
168
Capital Investment Advisory Services
North Carolina
$38.4K -$83.9K -1,380 -69%
CAL
169
Capital Advisors Ltd
Ohio
$32K
IA
170
IFP Advisors
Florida
$28.6K
CFP
171
Comprehensive Financial Planning
Pennsylvania
$27.5K +$27.5K +453 New
EWM
172
EPG Wealth Management
Georgia
$27.5K +$182 +3 +0.7%
RFG
173
REAP Financial Group
Texas
$26.6K +$26.6K +438 New
CSB
174
City State Bank
Iowa
$26K
GWSG
175
GPS Wealth Strategies Group
Colorado
$23.9K