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Invesco S&P MidCap Low Volatility ETF

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

1.17% less ownership

Funds ownership: 46.96%45.79% (-1.2%)

2% less funds holding

Funds holding: 202198 (-4)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $1.05B → $841M (-$208M)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4%
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
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
176
Atlas Private Wealth Advisors
New Jersey
$21K +$11.3K +265 +115%
MHR
177
Matthew Hamilton Rosenberg
$20K +$255 +6 +1%
LFG
178
LifePlan Financial Group
Ohio
$19K +$7.07K +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 +$12.9K +302 New
HR
183
Howe & Rusling
New York
$12K
NFSG
184
Newbridge Financial Services Group
Florida
$10K +$10.7K +251 New
TFS
185
TrustCore Financial Services
Tennessee
$9K
MIM
186
Macroview Investment Management
Maryland
$9K +$43 +1 +0.5%
BFO
187
Biltmore Family Office
North Carolina
$8K -$4.26K -100 -33%
WP
188
WealthShield Partners
North Carolina
$8K
JWBC
189
John W. Brooker & Co
California
$7K +$43 +1 +0.6%
AAMA
190
Advanced Asset Management Advisors
Ohio
$6K
CFO
191
CVA Family Office
Colorado
$6K
BlackRock
192
BlackRock
New York
$4K
CAGAS
193
Capital Advisory Group Advisory Services
Minnesota
$4K
F
194
F3Logic
Minnesota
$2.94K +$532K +12,483 +21%
GTAM
195
Global Trust Asset Management
Florida
$2K
BFEC
196
Benjamin F. Edwards & Company
Missouri
$1K -$207K -4,868 -99%
JAWM
197
J. Arnold Wealth Management
Ohio
$1K
SL
198
Savior LLC
Massachusetts
$1K
BI
199
Ballast Inc
Kentucky
-$4.21M -101,680 Closed
SA
200
Stewardship Advisors
Pennsylvania
-$3.03M -73,126 Closed