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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

201 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
32
Increased
61
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.65M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.4M
3
IAA
Independent Advisor Alliance
North Carolina
$1.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$3.51M
5
USCWA
U.S. Capital Wealth Advisors
Texas
$1.21M

Top Sellers

1
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
2
RWP
RWA Wealth Partners
Massachusetts
$0
3
KAS
Kestra Advisory Services
Texas
$582K
4
Two Sigma Investments
Two Sigma Investments
New York
$858K
5
Stifel Financial
Stifel Financial
Missouri
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
176
Milestone Investment Advisors
Wisconsin
$20.8K +$20.8K +342 New
RF
177
Roxbury Financial
New Jersey
$19.7K +$19.7K +300 New
FFA
178
Farther Finance Advisors
California
$18.8K -$11.3K -185 -37%
CP
179
Castleview Partners
Texas
$17.5K +$17.5K +288 New
GRP
180
Global Retirement Partners
California
$15.7K – – –
LFG
181
Larson Financial Group
Missouri
$13.7K +$61 +1 +0.4%
DWM
182
Darwin Wealth Management
Florida
$12.6K – – –
BFO
183
Biltmore Family Office
North Carolina
$12.2K – – –
TCG
184
Transcendent Capital Group
Oklahoma
$11.8K – – –
FGC
185
Financial Gravity Companies
Texas
$10.9K +$10.9K +180 New
CFD
186
Creative Financial Designs
Indiana
$10.8K – – –
GWM
187
Geneos Wealth Management
Colorado
$10.8K -$12.2K -200 -53%
TFGT
188
TS Financial Group (TSFG)
Illinois
$9K – – –
AssetMark Inc
189
AssetMark Inc
California
$7.3K +$7.24K +119 +11,900%
SIS
190
Sound Income Strategies
Florida
$6.63K – – –
ACA
191
Aptus Capital Advisors
Alabama
$6.57K +$6.57K +108 New
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$6.2K – – –
OAJ
193
Ogorek Anthony Joseph
New York
$6K +$6K +100 New
CA
194
CoreCap Advisors
Michigan
$4.62K – – –
SWM
195
Spire Wealth Management
Virginia
$4.26K – – –
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$3.65K – – –
WWM
197
Wagner Wealth Management
South Carolina
$1.48K – – –
SS
198
Sunbelt Securities
Texas
$1.42K -$62 -1 -4%
Q1WB
199
Quest 10 Wealth Builders
Virginia
$973 +$973 +16 New
PWM
200
Provident Wealth Management
Tennessee
$122 – – –
5 6 7
8
9