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Invesco S&P MidCap Low Volatility ETF

229 hedge funds and large institutions have $1.25B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-26
Holders Change %
-10.2%
% of All Funds
5.06%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.33%
New
39
Increased
84
Reduced
83
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
201
Baystate Wealth Management
Massachusetts
$20K +$156 +4 +0.8%
DWM
202
Darwin Wealth Management
Florida
$20K +$20K +512 New
CFN
203
Cordasco Financial Network
Florida
$17K
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$17K +$6.47K +163 +62%
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$16K
TC
206
Tatro Capital
Kentucky
$15K +$15K +377 New
CIAS
207
Capital Investment Advisory Services
North Carolina
$14K
BFO
208
Biltmore Family Office
North Carolina
$12K
AIM
209
Arcadia Investment Management
Michigan
$12K
LFG
210
LifePlan Financial Group
Ohio
$11K
TPWA
211
TRUE Private Wealth Advisors
Oregon
$9K -$1.72M -43,162 -99%
TFS
212
TrustCore Financial Services
Tennessee
$9K
MIM
213
Macroview Investment Management
Maryland
$9K +$83 +2 +0.9%
WP
214
WealthShield Partners
North Carolina
$8K
JWBC
215
John W. Brooker & Co
California
$7K +$41 +1 +0.6%
OIA
216
Optimum Investment Advisors
Illinois
$7K +$7K +164 New
CFO
217
CVA Family Office
Colorado
$6K +$6K +141 New
SSB
218
Sandy Spring Bank
Maryland
$6K +$6K +152 New
Simplex Trading
219
Simplex Trading
Illinois
$6K +$6K +175 New
HI
220
Hoey Investments
Pennsylvania
$4K -$36K -1,000 -90%
CAGAS
221
Capital Advisory Group Advisory Services
Minnesota
$4K -$10K -250 -71%
William Blair & Company
222
William Blair & Company
Illinois
$4K
BlackRock
223
BlackRock
New York
$4K
GSWM
224
Golden State Wealth Management
California
$4K +$4K +90 New
PO
225
Private Ocean
California
$4K +$4K +110 New