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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

219 hedge funds and large institutions have $845M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+21
Holders Change %
+10.61%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
49
Increased
48
Reduced
95
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$21.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.03M
3
FTUS
3
Flow Traders U.S.
New York
$3.04M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$42.1M
5
CWM
5
Cornerstone Wealth Management
Missouri
$4.54M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$50.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$34.7M
3
Ameriprise
3
Ameriprise
Minnesota
$84.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.2M
5
CA
5
Cetera Advisors
Colorado
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
201
Creative Financial Designs
Indiana
$9K +$9K +178 New
JWBC
202
John W. Brooker & Co
California
$8K +$46 +1 +0.6%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$8K +$8K +157 New
CFO
204
CVA Family Office
Colorado
$7K – – –
SIC
205
Salem Investment Counselors
North Carolina
$6K +$6K +125 New
CAGAS
206
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
BlackRock
207
BlackRock
New York
$4K – – –
SFS
208
Sowell Financial Services
Arkansas
$4K +$4K +75 New
HS
209
Horan Securities
United States
$4K +$4K +83 New
CI
210
CX Institutional
Indiana
$3K -$157K -2,729 -98%
OIM
211
Oder Investment Management
California
$3K +$3K +65 New
AF
212
Allworth Financial
California
$3K +$3K +70 New
EIP
213
Ellis Investment Partners
Pennsylvania
$2K -$59.4K -1,486 -97%
GTAM
214
Global Trust Asset Management
Florida
$2K – – –
BFEC
215
Benjamin F. Edwards & Company
Missouri
$1K – – –
JAWM
216
J. Arnold Wealth Management
Ohio
$1K – – –
SL
217
Savior LLC
Massachusetts
$1K – – –
AFG
218
Albion Financial Group
Utah
$1K +$1K +15 New
22CM
219
20/20 Capital Management
California
– -$5.88M -141,242 Closed
PS
220
Portfolio Solutions
Michigan
– -$4.83M -115,861 Closed
LSPW
221
Lake Street Private Wealth
Illinois
– -$3.88M -93,044 Closed
LNC
222
Lincoln National Corp
Pennsylvania
– -$3.08M -73,962 Closed
F
223
F3Logic
Minnesota
– -$2.94K -70,645 Closed
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
– -$2.43M -58,207 Closed
PWAG
225
Polaris Wealth Advisory Group
California
– -$2.22M -51,741 Closed
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9
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