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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

189 hedge funds and large institutions have $566M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-11
Holders Change %
-5.5%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
16
Increased
49
Reduced
86
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFS Investments
Georgia
$52.4M
2
CPA
Capital Planning Advisors
California
$22.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$19.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.7M
5
PWAG
Polaris Wealth Advisory Group
California
$3.13M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.09M
2
BCM
Brookstone Capital Management
Illinois
$0
3
AIP
Almanack Investment Partners
Pennsylvania
$0
4
UBS Group
UBS Group
Switzerland
$29.3M
5
HNB
Huntington National Bank
Ohio
$9.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
176
Biltmore Family Office
North Carolina
$10K – – –
IAMOG
177
Investors Asset Management of Georgia
Georgia
$10K +$10K +200 New
CFD
178
Creative Financial Designs
Indiana
$9K – – –
CFO
179
CVA Family Office
Colorado
$7K – – –
SIS
180
Sound Income Strategies
Florida
$6K -$6K -109 -50%
BlackRock
181
BlackRock
New York
$6K – – –
CAGAS
182
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
MCC
183
Money Concepts Capital
Florida
$4K -$179K -3,572 -98%
HS
184
Horan Securities
United States
$4K – – –
FEG
185
Financial Enhancement Group
Indiana
$3K – – –
PA
186
PSI Advisors
Florida
$3K – – –
RIM
187
Rockbridge Investment Management
New York
$2.26K – – –
SL
188
Savior LLC
Massachusetts
$1K – – –
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$49 +$5 +92 +11%
BCM
190
Brookstone Capital Management
Illinois
– -$24.8M -445,439 Closed
AIP
191
Almanack Investment Partners
Pennsylvania
– -$13.6M -243,584 Closed
CA
192
Calton & Associates
Florida
– -$2.65M -47,407 Closed
NFG
193
Nations Financial Group
Iowa
– -$589K -10,561 Closed
N
194
Natixis
France
– -$535K -9,581 Closed
PA
195
Procyon Advisors
Connecticut
– -$532K -9,537 Closed
TF
196
Theory Financial
Colorado
– -$497K -8,900 Closed
FLI
197
Family Legacy Inc
South Carolina
– -$445K -7,977 Closed
PA
198
PFG Advisors
Arizona
– -$399K -7,153 Closed
FSA
199
Financial Sense Advisors
California
– -$307K -5,494 Closed
RL
200
Retireful LLC
Michigan
– -$290K -5,281 Closed
5 6 7
8
9