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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

182 hedge funds and large institutions have $435M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
39
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$26.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.16M
3
HighTower Advisors
HighTower Advisors
Illinois
$3.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.45M
5
AAS
Avantax Advisory Services
Texas
$2.01M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$15.3M
2
UBS Group
UBS Group
Switzerland
$19.9M
3
Ameriprise
Ameriprise
Minnesota
$12.3M
4
Stifel Financial
Stifel Financial
Missouri
$2.23M
5
BCM
Brookstone Capital Management
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$2.95K – – –
SS
177
Sunbelt Securities
Texas
$1.7K – – –
CPG
178
Cornerstone Planning Group
New Jersey
$1.62K +$1.62K +33 New
TAM
179
Tucker Asset Management
Colorado
$983 +$983 +20 New
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$344 – – –
SL
181
Savior LLC
Massachusetts
$246 – – –
TRCT
182
Tower Research Capital (TRC)
New York
$148 -$197 -4 -57%
PWM
183
Provident Wealth Management
Tennessee
$98 – – –
Jane Street
184
Jane Street
New York
– -$3.14M -60,761 Closed
BCM
185
BlueCrest Capital Management
Jersey
– -$2.31M -44,568 Closed
HIS
186
Harvest Investment Services
Illinois
– -$675K -13,046 Closed
PGAM
187
Princeton Global Asset Management
New Jersey
– -$618K -11,938 Closed
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
– -$472K -9,117 Closed
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
– -$375K -7,162 Closed
Prudential Financial
190
Prudential Financial
New Jersey
– -$360K -6,956 Closed
PA
191
PFG Advisors
Arizona
– -$359K -6,933 Closed
WWM
192
Western Wealth Management
Colorado
– -$338K -6,541 Closed
TSS
193
Two Sigma Securities
New York
– -$329K -6,357 Closed
ASN
194
Advisory Services Network
Georgia
– -$245K -4,736 Closed
PPP
195
Private Portfolio Partners
New Jersey
– -$233K -4,503 Closed
AWA
196
Arete Wealth Advisors
Illinois
– -$205K -3,962 Closed
LI
197
LVZ Inc
Michigan
– -$204K -3,948 Closed
RI
198
Ridgewood Investments
New Jersey
– -$186K -3,591 Closed
S
199
SignatureFD
Georgia
– -$30.6K -591 Closed
CTWM
200
Cherry Tree Wealth Management
Minnesota
– -$26.5K -512 Closed
5 6 7
8
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