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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

198 hedge funds and large institutions have $841M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
22
Increased
60
Reduced
90
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$10.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$16.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
5
AAS
5
Avantax Advisory Services
Texas
$4.07M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.58M
2
Ameriprise
2
Ameriprise
Minnesota
$84.2M
3
Wells Fargo
3
Wells Fargo
California
$27.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
176
Atlas Private Wealth Advisors
New Jersey
$21K +$11.2K +265 +115%
MHR
177
Matthew Hamilton Rosenberg
$20K +$255 +6 +1%
LFG
178
LifePlan Financial Group
Ohio
$19K +$7.01K +166 +58%
CFN
179
Cordasco Financial Network
Florida
$18K – – –
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
AIM
181
Arcadia Investment Management
Michigan
$13K – – –
ASN
182
Advisory Services Network
Georgia
$13K +$13K +302 New
HR
183
Howe & Rusling
New York
$12K – – –
NFSG
184
Newbridge Financial Services Group
Florida
$10K +$10K +251 New
TFS
185
TrustCore Financial Services
Tennessee
$9K – – –
MIM
186
Macroview Investment Management
Maryland
$9K +$41 +1 +0.5%
BFO
187
Biltmore Family Office
North Carolina
$8K -$4K -100 -33%
WP
188
WealthShield Partners
North Carolina
$8K – – –
JWBC
189
John W. Brooker & Co
California
$7K +$40 +1 +0.6%
CFO
190
CVA Family Office
Colorado
$6K – – –
AAMA
191
Advanced Asset Management Advisors
Ohio
$6K – – –
CAGAS
192
Capital Advisory Group Advisory Services
Minnesota
$4K – – –
BlackRock
193
BlackRock
New York
$4K – – –
F
194
F3Logic
Minnesota
$2.94K +$520 +12,483 +21%
GTAM
195
Global Trust Asset Management
Florida
$2K – – –
BFEC
196
Benjamin F. Edwards & Company
Missouri
$1K -$168K -4,868 -99%
SL
197
Savior LLC
Massachusetts
$1K – – –
JAWM
198
J. Arnold Wealth Management
Ohio
$1K – – –
BI
199
Ballast Inc
Kentucky
– -$4.21M -101,680 Closed
SA
200
Stewardship Advisors
Pennsylvania
– -$3.03M -73,126 Closed
5 6 7
8
9