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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

200 hedge funds and large institutions have $610M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
51
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$24.8M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$13.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.6M
4
IA
4
IFP Advisors
Florida
$3.22M
5
KPWS
5
Kestra Private Wealth Services
Texas
$8.94M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$9.99M
2
Bank of America
2
Bank of America
North Carolina
$16.3M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$1.08M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$5.59M
Name Market Value Shares Shares
Change 		Shares
Change %
TSWM
176
Tyler-Stone Wealth Management
Ohio
$28K 500 – –
OCM
177
Orion Capital Management
California
$28K 500 – –
MHR
178
Matthew Hamilton Rosenberg
$26K 471 – –
MIM
179
Macroview Investment Management
Maryland
$26K 464 +240 +107%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$26K 461 +461 New
CSB
181
City State Bank
Iowa
$24K 427 – –
CFN
182
Cordasco Financial Network
Florida
$24K 424 – –
EWM
183
EPG Wealth Management
Georgia
$24K 425 +2 +0.5%
GWSG
184
GPS Wealth Strategies Group
Colorado
$21K 369 +175 +90%
CIAS
185
CFS Investment Advisory Services
New Jersey
$21K 1,176,989 +1,153,696 +4,953%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$15K 260 – –
SIS
187
Sound Income Strategies
Florida
$12K 218 +218 New
BFO
188
Biltmore Family Office
North Carolina
$11K 200 – –
FPS
189
Fieldpoint Private Securities
Connecticut
$11K 200 +200 New
CFD
190
Creative Financial Designs
Indiana
$10K 178 – –
NFSG
191
Newbridge Financial Services Group
Florida
$10K 181 – –
CFO
192
CVA Family Office
Colorado
$8K 141 – –
BlackRock
193
BlackRock
New York
$7K 122 – –
CAGAS
194
Capital Advisory Group Advisory Services
Minnesota
$6K 100 +100 New
CG
195
Cutler Group
California
$5K 100 -100 -50%
HS
196
Horan Securities
United States
$5K 83 – –
SCA
197
Stonebridge Capital Advisors
Minnesota
$4K 78 -100 -56%
PA
198
PSI Advisors
Florida
$4K 65 – –
FEG
199
Financial Enhancement Group
Indiana
$3K 50 – –
RIM
200
Rockbridge Investment Management
New York
$2.49K 44 – –
6 7
8
9 10