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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

198 hedge funds and large institutions have $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
60
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Mariner
2
Mariner
Kansas
$4.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.85M
4
Bank of America
4
Bank of America
North Carolina
$16.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$40M
3
LPL Financial
3
LPL Financial
California
$40M
4
CPA
4
Capital Planning Advisors
California
$22.5M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
176
Gradient Investments
Minnesota
$11.6K +$11.6K +216 New
RIA
177
Realta Investment Advisors
Delaware
$11.5K – – –
BFO
178
Biltmore Family Office
North Carolina
$10.7K – – –
IGWM
179
ICA Group Wealth Management
Colorado
$10.3K +$10.3K +193 New
CFD
180
Creative Financial Designs
Indiana
$9.52K – – –
CAS
181
Coppell Advisory Solutions
Texas
$8.02K +$8.02K +150 New
CASC
182
Coppell Advisory Solutions Corp
Texas
$8.02K +$8.02K +150 New
FCA
183
Fortis Capital Advisors
Kansas
$8.02K +$8.02K +150 New
AAMA
184
Advanced Asset Management Advisors
Ohio
$7.33K +$7.33K +137 New
USCWA
185
U.S. Capital Wealth Advisors
Texas
$6.95K +$6.95K +130 New
S
186
SignatureFD
Georgia
$6.45K +$6.45K +121 New
AWM
187
Avior Wealth Management
Nebraska
$5.19K – – –
BlackRock
188
BlackRock
New York
$4.66K – – –
HS
189
Horan Securities
United States
$4.44K – – –
PIMG
190
Patriot Investment Management Group
Tennessee
$4.29K +$4.29K +78 New
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$3.21K +$3.21K +60 New
NC
192
NewSquare Capital
Pennsylvania
$3.1K +$3.1K +58 New
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
$1.5K -$50K -935 -97%
GFWA
194
Grey Fox Wealth Advisors
Delaware
$963 +$963 +18 New
LWA
195
Lowe Wealth Advisors
Maryland
$749 – – –
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$374 +$374 +7 New
SL
197
Savior LLC
Massachusetts
$267 – – –
PWM
198
Provident Wealth Management
Tennessee
$160 – – –
JWWM
199
Johnson & White Wealth Management
Pennsylvania
– -$1.86M -38,763 Closed
WIA
200
World Investment Advisors
California
– -$1.29M -26,875 Closed
5 6 7
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