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Invesco S&P MidCap Low Volatility ETF

204 hedge funds and large institutions have $746M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-15
Holders Change %
-6.85%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
25
Increased
45
Reduced
100
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1WM
201
1900 Wealth Management
Texas
$1.35K -$560 -10,691 -29%
JAWM
202
J. Arnold Wealth Management
Ohio
$1K
SL
203
Savior LLC
Massachusetts
$1K
FGAM
204
Financial Gravity Asset Management
Texas
$11 +$11 +214 New
FI
205
FormulaFolio Investments
Michigan
-$21.3M -442,932 Closed
PI
206
PFS Investments
Georgia
-$15.6M -319,663 Closed
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
-$12.4M -257,424 Closed
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
-$6.99M -145,281 Closed
CCP
209
Cardan Capital Partners
Colorado
-$1.88M -38,973 Closed
SS
210
Simplicity Solutions
Minnesota
-$1.37M -28,408 Closed
CCC
211
Crescent Capital Consulting
Louisiana
-$1.13M -23,521 Closed
BFG
212
Berger Financial Group
Minnesota
-$1.13M -23,436 Closed
HF
213
HRT Financial
New York
-$837K -17,412 Closed
CG
214
Caprock Group
Idaho
-$717K -14,906 Closed
MFGM
215
Marshall Financial Group (Maryland)
Maryland
-$710K -14,750 Closed
VF
216
Virtu Financial
New York
-$704K -14,630 Closed
AO
217
Advisor OS
Illinois
-$593K -14,075 Closed
GSEP
218
Golden State Equity Partners
California
-$522K -10,861 Closed
Brown Advisory
219
Brown Advisory
Maryland
-$422K -8,760 Closed
NL
220
NWAM LLC
Washington
-$322K -6,689 Closed
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
-$308K -6,393 Closed
MP
222
McDonald Partners
Ohio
-$289K -6,000 Closed
RFN
223
RDA Financial Network
Iowa
-$268K -5,563 Closed
WWM
224
Western Wealth Management
Colorado
-$249K -5,178 Closed
VCM
225
Vigilant Capital Management
Maine
-$245K -5,087 Closed