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Invesco S&P MidCap Low Volatility ETF

189 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
35
Reduced
93
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
176
International Assets Investment Management
Florida
$9.46K +$9.46K +503,201 New
PA
177
PSI Advisors
Florida
$8.01K +$8.01K +151 New
TFGT
178
TS Financial Group (TSFG)
Illinois
$8K
CAS
179
Coppell Advisory Solutions
Texas
$7.98K
CFO
180
CVA Family Office
Colorado
$7.5K +$7.5K +141 New
SIS
181
Sound Income Strategies
Florida
$5.8K
FFA
182
Farther Finance Advisors
California
$5.53K
SWM
183
Spire Wealth Management
Virginia
$3.69K
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$3.19K
LFA
185
Livelsberger Financial Advisory
Ohio
$3.14K +$3.14K +59 New
RG
186
Retirement Group
California
$2.39K -$33.2K -625 -93%
RIM
187
Rockbridge Investment Management
New York
$2.34K +$2.34K +44 New
SS
188
Sunbelt Securities
Texas
$1.3K -$543 -10 -29%
TRCT
189
Tower Research Capital (TRC)
New York
$160
PWM
190
Provident Wealth Management
Tennessee
$106
WWM
191
WT Wealth Management
Arizona
-$1.46M -29,737 Closed
CFS
192
Commonwealth Financial Services
West Virginia
-$1.37M -27,923 Closed
TLFA
193
True Link Financial Advisors
California
-$1.05M -21,418 Closed
FHA
194
First Horizon Advisors
Tennessee
-$377K -7,670 Closed
SPC
195
Sigma Planning Corp
Michigan
-$271K -5,505 Closed
TFS
196
Thoroughbred Financial Services
Tennessee
-$267K -5,435 Closed
CIA
197
Cape Investment Advisory
Georgia
-$60.3K -1,226 Closed
RIA
198
Realta Investment Advisors
Delaware
-$26.5K -512 Closed
MHR
199
Matthew Hamilton Rosenberg
-$23.2K -471 Closed
AssetMark Inc
200
AssetMark Inc
California
-$13.9K -282 Closed