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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.27B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+35
Holders Change %
+24.14%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.28%
New
57
Increased
71
Reduced
35
Closed
21
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$1.44M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$56.8M
2
Ameriprise
2
Ameriprise
Minnesota
$135M
3
Morgan Stanley
3
Morgan Stanley
New York
$76.6M
4
UBS Group
4
UBS Group
Switzerland
$68.1M
5
PWS
5
Paragon Wealth Strategies
Florida
$13.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$48.7M
2
HNB
2
Huntington National Bank
Ohio
$13.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
WDL
4
Well Done LLC
Michigan
$0
5
CC
5
Claybrook Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
176
WealthShield Partners
North Carolina
$10K – – –
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$6.57K -138 -57%
RIA
178
Realta Investment Advisors
Delaware
$5K +$5K +97 New
AS
179
Altshuler Shaham
Israel
$5K +$5K +338 New
CF
180
Centaurus Financial
California
$4.68K +$1.09K +54 +30%
WDL
181
Well Done LLC
Michigan
– -$4.75M -106,958 Closed
CC
182
Claybrook Capital
Massachusetts
– -$4.75M -106,958 Closed
Jane Street
183
Jane Street
New York
– -$4.18M -94,051 Closed
FAIM
184
Financial Advocates Investment Management
Washington
– -$2.82M -63,518 Closed
MIAN
185
Mariner Independent Advisor Network
Kansas
– -$1.92M -42,155 Closed
SPIA
186
Steward Partners Investment Advisory
New York
– -$1.67M -37,709 Closed
PCM
187
Penserra Capital Management
California
– -$1.51M -34,087 Closed
BRWM
188
B. Riley Wealth Management
Tennessee
– -$623K -14,030 Closed
ACI
189
Alpha Cubed Investments
California
– -$217K -4,890 Closed
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
– -$88.8K -2,000 Closed
W
191
WealthOne
New York
– -$59K -1,330 Closed
AIM
192
Advantage Investment Management
Iowa
– -$58K -1,300 Closed
PMFA
193
Plante Moran Financial Advisors
Michigan
– -$23K -517 Closed
NL
194
NVWM LLC
Pennsylvania
– -$22K -500 Closed
MA
195
MCF Advisors
Kentucky
– -$14K -305 Closed
DWM
196
Doyle Wealth Management
Florida
– -$11K -253 Closed
RWA
197
River Wealth Advisors
Pennsylvania
– -$10K -234 Closed
CA
198
Claro Advisors
Massachusetts
– -$6K -116 Closed
ASN
199
Advisory Services Network
Georgia
– -$3K -76 Closed
HI
200
Human Investing
Oregon
– -$1K -30 Closed
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