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Invesco S&P MidCap Low Volatility ETF

86 hedge funds and large institutions have $456M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $408M → $456M (+$47.6M)

2% more funds holding

Funds holding: 8486 (+2)

0.88% more ownership

Funds ownership: 41.79%42.68% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
35
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$59.8M +$10.7M +249,763 +22%
Bank of America
2
Bank of America
North Carolina
$43.1M +$4.42M +102,955 +12%
Wells Fargo
3
Wells Fargo
California
$40.8M -$4.85M -113,124 -11%
Morgan Stanley
4
Morgan Stanley
New York
$32.8M -$962K -22,415 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$31.2M +$2.51M +58,378 +9%
LPL Financial
6
LPL Financial
California
$26.6M +$223K +5,190 +0.9%
Ameriprise
7
Ameriprise
Minnesota
$25M +$2.05M +47,770 +9%
UBS Group
8
UBS Group
Switzerland
$22.8M +$4.16M +96,970 +22%
RJA
9
Raymond James & Associates
Florida
$20.5M +$2.34M +54,523 +13%
MML Investors Services
10
MML Investors Services
Massachusetts
$19.8M +$19.6M +457,127 New
PCFFS
11
Pacific Center for Financial Services
California
$12.8M +$17K +395 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10.7M +$626K +14,589 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.5M +$244K +5,684 +2%
MI
14
Moneywise Inc
Virginia
$7.62M +$271K +6,308 +4%
HNB
15
Huntington National Bank
Ohio
$7.3M
AG
16
Advisor Group
Arizona
$7.3M -$1.26M -29,334 -15%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$5.27M +$1.1M +25,582 +27%
NPC
18
National Planning Corporation
California
$5.23M -$34.8K -811 -0.7%
SMC
19
Smith, Moore & Co
Missouri
$4.41M +$30.7K +716 +0.7%
HWP
20
Hefty Wealth Partners
Indiana
$4.32M +$260K +6,049 +6%
WDL
21
Well Done LLC
Michigan
$3.75M +$11.7K +273 +0.3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.86M -$126K -2,925 -4%
UCFA
23
United Capital Financial Advisors
Texas
$2.79M -$160K -3,729 -5%
CAL
24
Capital Analysts LLC
Pennsylvania
$2.53M +$305K +7,117 +14%
USAA
25
United Services Automobile Association
Texas
$2.16M