XMLV icon

Invesco S&P MidCap Low Volatility ETF

120 hedge funds and large institutions have $802M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 15 closing their positions.

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
17
Increased
58
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$232M 1,233,013 +396,196 +47%
Bank of America
2
Bank of America
North Carolina
$71.6M 1,474,888 +98,655 +7%
Invesco
3
Invesco
Georgia
$58.2M 1,199,496 -55,181 -4%
Morgan Stanley
4
Morgan Stanley
New York
$36M 742,519 +141,367 +24%
Wells Fargo
5
Wells Fargo
California
$36M 742,369 +26,846 +4%
LPL Financial
6
LPL Financial
California
$31.3M 645,318 +88,950 +16%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$27.9M 574,926 +155,097 +37%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$24.5M 504,408 +21,552 +4%
MML Investors Services
9
MML Investors Services
Massachusetts
$22.8M 470,193 -80,799 -15%
UBS Group
10
UBS Group
Switzerland
$22.1M 455,851 +44,380 +11%
CS
11
Credit Suisse
Switzerland
$19.4M 400,000 +400,000 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$17.5M 360,290 +5,779 +2%
PI
13
PFS Investments
Georgia
$16.5M 340,395 +21,222 +7%
PCFFS
14
Pacific Center for Financial Services
California
$15.1M 310,100 -443 -0.1%
RJA
15
Raymond James & Associates
Florida
$13.3M 273,231 +25,010 +10%
CI
16
CX Institutional
Indiana
$11.7M 240,189 +7,882 +3%
HNB
17
Huntington National Bank
Ohio
CA
18
Cetera Advisors
Colorado
$10.8M 223,532 +16,592 +8%
JFM
19
Jackson Financial Management
California
$10.4M 214,012 -1,585 -0.7%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$9.38M 193,260 +53,832 +39%
BCM
21
Brookstone Capital Management
Illinois
$7.27M 149,779 +141,965 +1,817%
CT
22
CPF Texas
Texas
$5.33M 109,884 -1,446 -1%
SMC
23
Smith, Moore & Co
Missouri
$4.53M 93,335 +598 +0.6%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$4.48M 92,182 +3,333 +4%
WDL
25
Well Done LLC
Michigan
$4.39M 90,332 +9,924 +12%