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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

84 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
38
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$17.8M
2
Wells Fargo
2
Wells Fargo
California
$44.7M
3
AG
3
Advisor Group
Arizona
$8.38M
4
Ameriprise
4
Ameriprise
Minnesota
$22.4M
5
LNC
5
Lincoln National Corp
Pennsylvania
$4.62M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$400K
2
HWP
2
Hefty Wealth Partners
Indiana
$3.97M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.08M
4
GA
4
Gateway Advisory
New Jersey
$2.04M
5
Invesco
5
Invesco
Georgia
$47.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$47.9M 1,131,399 -38,831 -3%
Wells Fargo
2
Wells Fargo
California
$44.7M 1,055,446 +233,731 +28%
Bank of America
3
Bank of America
North Carolina
$37.8M 892,157 +77,220 +9%
Morgan Stanley
4
Morgan Stanley
New York
$33M 780,263 -947 -0.1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$28.1M 663,784 +9,249 +1%
LPL Financial
6
LPL Financial
California
$25.7M 608,728 +60,696 +11%
Ameriprise
7
Ameriprise
Minnesota
$22.4M 529,975 +110,261 +26%
UBS Group
8
UBS Group
Switzerland
$18.2M 431,027 -29,057 -6%
RJA
9
Raymond James & Associates
Florida
$17.8M 420,036 +238,709 +132%
PCFFS
10
Pacific Center for Financial Services
California
$12.5M 294,402 +45,416 +18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10M 236,842 +25,627 +12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$9.9M 233,805 +29,610 +15%
AG
13
Advisor Group
Arizona
$8.38M 198,082 +138,526 +233%
MI
14
Moneywise Inc
Virginia
$7.18M 169,716 +5,726 +3%
HNB
15
Huntington National Bank
Ohio
– – – –
NPC
16
National Planning Corporation
California
$5.1M 120,851 +13,924 +13%
LNC
17
Lincoln National Corp
Pennsylvania
$4.62M 109,213 +109,213 New
SMC
18
Smith, Moore & Co
Missouri
$4.28M 101,152 +8,897 +10%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$4.08M 96,296 -45,332 -32%
HWP
20
Hefty Wealth Partners
Indiana
$3.97M 93,841 -50,561 -35%
WDL
21
Well Done LLC
Michigan
$3.65M 86,308 -25,741 -23%
FAAS
22
First Allied Advisory Services
California
$3.21M 74,818 +13,852 +23%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.92M 69,038 +2,265 +3%
UCFA
24
United Capital Financial Advisors
Texas
$2.89M 68,283 -11,409 -14%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.48M 58,484 -4,734 -7%
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