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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

219 hedge funds and large institutions have $845M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+21
Holders Change %
+10.61%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
49
Increased
48
Reduced
95
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$21.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.03M
3
FTUS
3
Flow Traders U.S.
New York
$3.04M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$42.1M
5
CWM
5
Cornerstone Wealth Management
Missouri
$4.54M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$34.7M
3
Ameriprise
3
Ameriprise
Minnesota
$84.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.2M
5
CA
5
Cetera Advisors
Colorado
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
176
Phoenix Wealth Advisors
North Carolina
$81K +$81K +1,683 New
Simplex Trading
177
Simplex Trading
Illinois
$71K +$71K +1,476 New
WCAMG
178
Woodard & Company Asset Management Group
North Carolina
$70K – – –
RG
179
Retirement Group
California
$54K -$97.8K -2,059 -64%
FRA
180
Front Row Advisors
California
$51K +$19.2K +400 +61%
FEG
181
Financial Enhancement Group
Indiana
$46K -$2.37M -48,977 -98%
HFA
182
Hoover Financial Advisors
Pennsylvania
$45K – – –
Fidelity Investments
183
Fidelity Investments
Massachusetts
$42K -$9.81K -203 -19%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$33K – – –
LWANC
185
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
APWA
186
Atlas Private Wealth Advisors
New Jersey
$29K +$5.47K +115 +23%
CAL
187
Capital Advisors Ltd
Ohio
$25K – – –
OCM
188
Orion Capital Management
California
$24K +$24K +500 New
MHR
189
Matthew Hamilton Rosenberg
$23K – – –
VFA
190
Valeo Financial Advisors
Indiana
$22K +$22K +462 New
CFN
191
Cordasco Financial Network
Florida
$20K – – –
AWA
192
Arkadios Wealth Advisors
Georgia
$20K +$20K +417 New
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
IA
194
Inspire Advisors
Idaho
$14K +$14K +285 New
ASN
195
Advisory Services Network
Georgia
$13K -$1.99K -40 -13%
COCM
196
Charter Oak Capital Management
New Hampshire
$13K +$13K +267 New
MIM
197
Macroview Investment Management
Maryland
$11K – – –
TFS
198
TrustCore Financial Services
Tennessee
$11K – – –
BFO
199
Biltmore Family Office
North Carolina
$10K – – –
NFSG
200
Newbridge Financial Services Group
Florida
$9K -$3.48K -70 -28%
6 7
8
9 10