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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$11.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.03M
3
SWM
3
Sculati Wealth Management
Michigan
$7.66M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.22M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.11M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$24.2M
4
Bank of America
4
Bank of America
North Carolina
$6.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$478K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
176
Sound Income Strategies
Florida
$6.65K – – –
CAS
177
Coppell Advisory Solutions
Texas
$6.38K -$1.52K -25 -19%
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
$6.23K – – –
CA
179
CoreCap Advisors
Michigan
$4.64K +$4.64K +76 New
SWM
180
Spire Wealth Management
Virginia
$4.27K – – –
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$3.7K – – –
SS
182
Sunbelt Securities
Texas
$1.5K – – –
WWM
183
Wagner Wealth Management
South Carolina
$1.47K – – –
PWM
184
Provident Wealth Management
Tennessee
$122 – – –
TRCT
185
Tower Research Capital (TRC)
New York
$61 -$122 -2 -67%
AssetMark Inc
186
AssetMark Inc
California
$61 – – –
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
– -$3.07M -55,554 Closed
VF
188
Virtu Financial
New York
– -$696K -12,597 Closed
IAIM
189
International Assets Investment Management
Florida
– -$329K -5,962 Closed
SP
190
Sequent Planning
Nebraska
– -$273K -4,978 Closed
SPC
191
Sigma Planning Corp
Michigan
– -$203K -3,672 Closed
RWMG
192
Redwood Wealth Management Group
New Jersey
– -$80.7K -1,461 Closed
VAMG
193
Voisard Asset Management Group
Michigan
– -$55.2K -1,000 Closed
PTC
194
Private Trust Company
Ohio
– -$21.5K -390 Closed
GI
195
Gradient Investments
Minnesota
– -$16K -290 Closed
CP
196
Castleview Partners
Texas
– -$15.9K -288 Closed
TWP
197
Triad Wealth Partners
Kansas
– -$15.2K -276 Closed
CFO
198
CVA Family Office
Colorado
– -$7.79K -141 Closed
EWM
199
Evermay Wealth Management
Virginia
– -$3.87K -70 Closed
Franklin Resources
200
Franklin Resources
California
– -$2.15K -39 Closed
5 6 7
8
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