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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

183 hedge funds and large institutions have $509M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-6
Holders Change %
-3.17%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
52
Reduced
81
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$23.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.41M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.39M
4
MCC
4
Money Concepts Capital
Florida
$2.18M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.64M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$8.6M
2
KAS
2
Kestra Advisory Services
Texas
$436K
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.57M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
176
Horan Securities
United States
$4K – – –
AWM
177
Avior Wealth Management
Nebraska
$4K +$4K +97 New
FEG
178
Financial Enhancement Group
Indiana
$2K – – –
LWA
179
Lowe Wealth Advisors
Maryland
$1K +$1K +14 New
CA
180
Cetera Advisors
Colorado
$1K +$496 +13,033 +99%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$1K +$551 +14,478 +123%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$44 -$5 -92 -10%
SWM
183
Spire Wealth Management
Virginia
– -$1.11M -21,546 Closed
CIAS
184
CFS Investment Advisory Services
New Jersey
– -$1.09M -21,125 Closed
Citadel Advisors
185
Citadel Advisors
Florida
– -$552K -10,746 Closed
FTUS
186
Flow Traders U.S.
New York
– -$495K -9,638 Closed
SWM
187
SeaCrest Wealth Management
New York
– -$281K -5,470 Closed
FFN
188
Focus Financial Network
Minnesota
– -$212K -4,125 Closed
REMPR
189
Roof Eidam Maycock Peralta (REMP)
California
– -$212K -4,120 Closed
NL
190
NWAM LLC
Washington
– -$212K -4,110 Closed
Prudential Financial
191
Prudential Financial
New Jersey
– -$208K -4,055 Closed
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
– -$127K -2,467 Closed
AIP
193
Ahrens Investment Partners
Louisiana
– -$67K -1,305 Closed
COCM
194
Charter Oak Capital Management
New Hampshire
– -$43K -835 Closed
CA
195
CoreCap Advisors
Michigan
– -$36K -705 Closed
S
196
SignatureFD
Georgia
– -$22K -423 Closed
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
– -$15K -283 Closed
CAGAS
198
Capital Advisory Group Advisory Services
Minnesota
– -$5K -100 Closed
PA
199
PSI Advisors
Florida
– -$3K -65 Closed
RIM
200
Rockbridge Investment Management
New York
– -$2.26K -44 Closed
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