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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.65M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.58M
3
UBS Group
3
UBS Group
Switzerland
$20.4M
4
WA
4
Waverly Advisors
Alabama
$2.1M
5
CCFM
5
Clear Creek Financial Management
Washington
$1.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.9M
2
IAIM
2
International Assets Investment Management
Florida
$336K
3
HNB
3
Huntington National Bank
Ohio
$20.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$19.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
176
Hilltop National Bank
Wyoming
$10.4K +$10.4K +185 New
CFD
177
Creative Financial Designs
Indiana
$10K – – –
TFGT
178
TS Financial Group (TSFG)
Illinois
$8K – – –
CFO
179
CVA Family Office
Colorado
$7.95K – – –
SIS
180
Sound Income Strategies
Florida
$6.15K – – –
FFA
181
Farther Finance Advisors
California
$5.83K – – –
ACA
182
Aptus Capital Advisors
Alabama
$4.85K +$4.85K +86 New
GWANC
183
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.85K +$4.85K +86 New
IPW
184
Impact Partnership Wealth
Georgia
$4.79K -$206K -3,651 -98%
CA
185
CoreCap Advisors
Michigan
$4.29K +$4.29K +76 New
SWM
186
Spire Wealth Management
Virginia
$3.95K – – –
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$3.38K – – –
LF
188
LifeSteps Financial
California
$2.65K +$2.65K +47 New
RG
189
Retirement Group
California
$2.54K – – –
AssetMark Inc
190
AssetMark Inc
California
$2.48K +$2.48K +44 New
SS
191
Sunbelt Securities
Texas
$1.38K – – –
WWM
192
Wagner Wealth Management
South Carolina
$1.35K +$1.35K +24 New
TRCT
193
Tower Research Capital (TRC)
New York
$169 – – –
PWM
194
Provident Wealth Management
Tennessee
$113 – – –
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
– -$8.27M -155,419 Closed
HighTower Advisors
196
HighTower Advisors
Illinois
– -$3.85M -72,418 Closed
IA
197
IFG Advisory
Georgia
– -$1.13M -21,209 Closed
N
198
Natixis
France
– -$828K -15,580 Closed
FFN
199
Focus Financial Network
Minnesota
– -$575K -10,809 Closed
Two Sigma Investments
200
Two Sigma Investments
New York
– -$542K -10,200 Closed
5 6 7
8
9