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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-8
Holders Change %
-4.04%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
73
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$9.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.8M
3
Wells Fargo
3
Wells Fargo
California
$19.2M
4
JWWM
4
Johnson & White Wealth Management
Pennsylvania
$1.95M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$687K

Top Sellers

1
PI
1
PFS Investments
Georgia
$25.7M
2
CPA
2
Capital Planning Advisors
California
$480K
3
HNB
3
Huntington National Bank
Ohio
$12.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
JWM
5
Janiczek Wealth Management
Colorado
$297K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
176
CVA Family Office
Colorado
$7.39K +$7.39K +141 New
FFA
177
Farther Finance Advisors
California
$5.45K +$5.45K +104 New
AWM
178
Avior Wealth Management
Nebraska
$5.08K – – –
WP
179
WealthPLAN Partners
Nebraska
$4.77K +$4.77K +91 New
HS
180
Horan Securities
United States
$4.35K – – –
SWM
181
Spire Wealth Management
Virginia
$3.67K +$3.67K +70 New
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$3.14K – – –
AIM
183
Anchor Investment Management
South Carolina
$2.93K +$2.93K +56 New
SS
184
Sunbelt Securities
Texas
$1.78K +$1.78K +34 New
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$1.47K – – –
GFWA
186
Grey Fox Wealth Advisors
Delaware
$943 – – –
CSPIA
187
Cary Street Partners Investment Advisory
Virginia
$367 – – –
GI
188
Gradient Investments
Minnesota
$262 -$11.1K -211 -98%
SL
189
Savior LLC
Massachusetts
$262 – – –
PWM
190
Provident Wealth Management
Tennessee
$105 -$53 -1 -33%
MML Investors Services
191
MML Investors Services
Massachusetts
– -$4.67M -87,348 Closed
PWAG
192
Polaris Wealth Advisory Group
California
– -$3.4M -61,618 Closed
Citadel Advisors
193
Citadel Advisors
Florida
– -$2.85M -53,276 Closed
OCM
194
One Capital Management
California
– -$2.35M -43,924 Closed
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
– -$1.41M -26,369 Closed
BOM
196
Bank of Marin
California
– -$491K -9,180 Closed
Jane Street
197
Jane Street
New York
– -$455K -8,506 Closed
PFS
198
Prospera Financial Services
Texas
– -$371K -6,944 Closed
PFA
199
Petra Financial Advisors
Colorado
– -$368K -6,876 Closed
EWA
200
EP Wealth Advisors
California
– -$225K -4,200 Closed
5 6 7
8
9