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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
Polaris Wealth Advisory Group
California
+$4.37M
2
BCM
BlueCrest Capital Management
Jersey
+$3.61M
3
CA
Calton & Associates
Florida
+$2.88M
4
KPWS
Kestra Private Wealth Services
Texas
+$2.87M
5
GIA
Gladstone Institutional Advisory
Florida
+$1.69M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$9.7M
2
HNB
Huntington National Bank
Ohio
-$9.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.33M
5
RJA
Raymond James & Associates
Florida
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
176
Syverson Strege & Co
Iowa
$31K +$31K +539 New
OCM
177
Orion Capital Management
California
$29K – – –
TSWM
178
Tyler-Stone Wealth Management
Ohio
$29K +$29K +500 New
MHR
179
Matthew Hamilton Rosenberg
$27K -$13.2K -230 -33%
MTWM
180
Masso Torrence Wealth Management
New Jersey
$27K +$27K +468 New
CFN
181
Cordasco Financial Network
Florida
$25K – – –
EWM
182
EPG Wealth Management
Georgia
$25K +$59 +1 +0.2%
CSB
183
City State Bank
Iowa
$25K +$25K +427 New
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$2.71K -47 -15%
MIM
185
Macroview Investment Management
Maryland
$13K +$58 +1 +0.4%
PCMC
186
Paragon Capital Management (Colorado)
Colorado
$13K +$13K +216 New
BFO
187
Biltmore Family Office
North Carolina
$12K – – –
CG
188
Cutler Group
California
$11K -$16.5K -300 -60%
GWSG
189
GPS Wealth Strategies Group
Colorado
$11K – – –
NFSG
190
Newbridge Financial Services Group
Florida
$11K – – –
CFD
191
Creative Financial Designs
Indiana
$10K – – –
SCA
192
Stonebridge Capital Advisors
Minnesota
$10K +$10K +178 New
CFO
193
CVA Family Office
Colorado
$8K – – –
CWS
194
Confluence Wealth Services
Pennsylvania
$8K +$8K +144 New
BlackRock
195
BlackRock
New York
$7K – – –
TFS
196
TrustCore Financial Services
Tennessee
$6K – – –
HS
197
Horan Securities
United States
$5K +$5K +83 New
PA
198
PSI Advisors
Florida
$4K – – –
FEG
199
Financial Enhancement Group
Indiana
$3K – – –
RIM
200
Rockbridge Investment Management
New York
$3K – – –
6 7
8
9 10