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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
Polaris Wealth Advisory Group
California
$4.37M
2
BCM
BlueCrest Capital Management
Jersey
$3.61M
3
CA
Calton & Associates
Florida
$2.88M
4
KPWS
Kestra Private Wealth Services
Texas
$7.38M
5
GIA
Gladstone Institutional Advisory
Florida
$1.69M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$30.5M
2
HNB
Huntington National Bank
Ohio
$10.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$7.01M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
RJA
Raymond James & Associates
Florida
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
201
Signet Financial Management
New Jersey
$2K +$2K +40 New
SL
202
Savior LLC
Massachusetts
$1K – – –
MCC
203
Money Concepts Capital
Florida
$1K +$1K +20 New
FHC
204
First Heartland Consultants
Missouri
$583 -$76 -1,307 -12%
FGAM
205
Financial Gravity Asset Management
Texas
$11 – – –
Citadel Advisors
206
Citadel Advisors
Florida
– -$4.33M -82,458 Closed
Jane Street
207
Jane Street
New York
– -$1.88M -35,695 Closed
BA
208
BCM Advisors
Louisiana
– -$529K -9,701 Closed
DBRC
209
D.B. Root & Company
Pennsylvania
– -$401K -7,648 Closed
RIL
210
Rothschild Investment LLC
Illinois
– -$398K -7,575 Closed
GRP
211
Global Retirement Partners
California
– -$371K -7,055 Closed
WI
212
WBI Investments
New Jersey
– -$349K -6,698 Closed
SI
213
Stephens Inc
Arkansas
– -$232K -4,425 Closed
NL
214
NWAM LLC
Washington
– -$227K -4,322 Closed
SFG
215
Snider Financial Group
Washington
– -$214K -3,884 Closed
CFA
216
Cahill Financial Advisors
Minnesota
– -$162K -3,088 Closed
APWA
217
Atlas Private Wealth Advisors
New Jersey
– -$44K -845 Closed
JWBC
218
John W. Brooker & Co
California
– -$9K -176 Closed
LPWM
219
Lake Point Wealth Management
Texas
– -$8K -151 Closed
HIIFS
220
Harel Insurance Investments & Financial Services
Israel
– -$8K -150 Closed
IF
221
Ironwood Financial
Arizona
– -$8K -150 Closed
CWM
222
Cedar Wealth Management
California
– -$7K -128 Closed
CAGAS
223
Capital Advisory Group Advisory Services
Minnesota
– -$5K -100 Closed
CI
224
CX Institutional
Indiana
– -$3K -52 Closed
EIP
225
Ellis Investment Partners
Pennsylvania
– -$2K -50 Closed
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