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Invesco S&P MidCap Low Volatility ETF

204 hedge funds and large institutions have $746M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-15
Holders Change %
-6.85%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
25
Increased
45
Reduced
100
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
176
Arkadios Wealth Advisors
Georgia
$21K +$50 +1 +0.2%
FEG
177
Financial Enhancement Group
Indiana
$17K -$31.9K -621 -65%
AP
178
Atwood & Palmer
Missouri
$17K +$17K +326 New
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$1.51K -28 -9%
PO
180
Private Ocean
California
$15K +$15K +280 New
COCM
181
Charter Oak Capital Management
New Hampshire
$14K
TFS
182
TrustCore Financial Services
Tennessee
$12K
MIM
183
Macroview Investment Management
Maryland
$12K +$54 +1 +0.5%
BFO
184
Biltmore Family Office
North Carolina
$10K
GWSG
185
GPS Wealth Strategies Group
Colorado
$10K +$10K +194 New
CFD
186
Creative Financial Designs
Indiana
$9K
JWBC
187
John W. Brooker & Co
California
$9K
NFSG
188
Newbridge Financial Services Group
Florida
$9K
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$8K +$101 +2 +1%
IF
190
Ironwood Financial
Arizona
$8K +$8K +150 New
TFGT
191
TS Financial Group (TSFG)
Illinois
$8K +$8K +150 New
CFO
192
CVA Family Office
Colorado
$7K
BlackRock
193
BlackRock
New York
$5K
CAGAS
194
Capital Advisory Group Advisory Services
Minnesota
$5K
RIM
195
Rockbridge Investment Management
New York
$4K -$95.4K -1,908 -96%
HS
196
Horan Securities
United States
$4K
SFS
197
Sowell Financial Services
Arkansas
$4K
CI
198
CX Institutional
Indiana
$3K
EIP
199
Ellis Investment Partners
Pennsylvania
$3K
GTAM
200
Global Trust Asset Management
Florida
$2K