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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

184 hedge funds and large institutions have $390M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
47
Reduced
76
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
Sculati Wealth Management
Michigan
$4.81M
2
HighTower Advisors
HighTower Advisors
Illinois
$3.28M
3
KAS
Kestra Advisory Services
Texas
$3.59M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.55M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$20.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$21.3M
2
CWM
Cornerstone Wealth Management
Missouri
$0
3
Morgan Stanley
Morgan Stanley
New York
$31.1M
4
UBS Group
UBS Group
Switzerland
$17.2M
5
LPL Financial
LPL Financial
California
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
176
Farther Finance Advisors
California
$5.71K – – –
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$5.63K -$463K -8,382 -99%
EWM
178
Evermay Wealth Management
Virginia
$3.87K +$3.87K +70 New
SWM
179
Spire Wealth Management
Virginia
$3.87K – – –
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$3.31K – – –
Franklin Resources
181
Franklin Resources
California
$2.15K +$2.15K +39 New
SS
182
Sunbelt Securities
Texas
$1.35K – – –
WWM
183
Wagner Wealth Management
South Carolina
$1.33K – – –
TRCT
184
Tower Research Capital (TRC)
New York
$166 – – –
PWM
185
Provident Wealth Management
Tennessee
$110 – – –
AssetMark Inc
186
AssetMark Inc
California
$55 -$2.37K -43 -98%
CWM
187
Cornerstone Wealth Management
Missouri
– -$6.39M -113,290 Closed
GS
188
GTS Securities
New York
– -$952K -16,872 Closed
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
– -$847K -15,018 Closed
GAA
190
Global Assets Advisory
Florida
– -$208K -11,667 Closed
GSIAS
191
Garden State Investment Advisory Services
New Jersey
– -$329K -5,860 Closed
CIAS
192
CFS Investment Advisory Services
New Jersey
– -$299K -5,296 Closed
SWM
193
Solano Wealth Management
California
– -$281K -4,980 Closed
AWM
194
Aspire Wealth Management
Massachusetts
– -$231K -4,096 Closed
GWM
195
Gray Wealth Management
Maine
– -$230K -4,083 Closed
IIM
196
Ipswich Investment Management
Massachusetts
– -$201K -3,558 Closed
LI
197
LVZ Inc
Michigan
– -$201K -3,557 Closed
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
– -$26K -461 Closed
PA
199
Pineridge Advisors
Missouri
– -$23.5K -417 Closed
FIM
200
Fernwood Investment Management
Massachusetts
– -$19.6K -348 Closed
5 6 7
8
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