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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

180 hedge funds and large institutions have $1.27B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 21 closing their positions.

Holders
180
Holders Change
+35
Holders Change %
+24.14%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.28%
New
57
Increased
71
Reduced
35
Closed
21
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$1.44M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$56.8M
2
Ameriprise
2
Ameriprise
Minnesota
$135M
3
Morgan Stanley
3
Morgan Stanley
New York
$76.6M
4
UBS Group
4
UBS Group
Switzerland
$68.1M
5
PWS
5
Paragon Wealth Strategies
Florida
$13.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$48.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
3
WDL
3
Well Done LLC
Michigan
$0
4
CC
4
Claybrook Capital
Massachusetts
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$135M 2,714,294 +916,508 +51%
Bank of America
2
Bank of America
North Carolina
$87.8M 1,767,669 +231,478 +15%
Wells Fargo
3
Wells Fargo
California
$79.1M 1,591,676 +267,690 +20%
Morgan Stanley
4
Morgan Stanley
New York
$76.6M 1,541,198 +576,282 +60%
LPL Financial
5
LPL Financial
California
$69.5M 1,399,544 +221,378 +19%
UBS Group
6
UBS Group
Switzerland
$68.1M 1,371,030 +347,565 +34%
Invesco
7
Invesco
Georgia
$57M 1,147,674 -44,087 -4%
HI
8
Horizon Investments
North Carolina
$56.8M 1,143,564 +1,143,564 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$48.7M 980,898 -691,645 -41%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$39M 785,281 +138,289 +21%
PI
11
PFS Investments
Georgia
$30.2M 607,124 +234,145 +63%
BCM
12
Brookstone Capital Management
Illinois
$29.8M 599,329 +276,319 +86%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$27.8M 559,698 +181,584 +48%
MML Investors Services
14
MML Investors Services
Massachusetts
$27.3M 549,630 +66,438 +14%
RJA
15
Raymond James & Associates
Florida
$27M 544,177 +264,975 +95%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$23.2M 467,638 +261,517 +127%
CA
17
Cetera Advisors
Colorado
$22.3M 449,225 +5,924 +1%
CI
18
CX Institutional
Indiana
$16.7M 335,955 -9,727 -3%
AG
19
Advisor Group
Arizona
$16.5M 332,717 +183,822 +123%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.1M 283,825 +118,223 +71%
PWS
21
Paragon Wealth Strategies
Florida
$13.8M 278,161 +278,161 New
HNB
22
Huntington National Bank
Ohio
– – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13M 261,970 +141,641 +118%
FEG
24
Financial Enhancement Group
Indiana
$11.5M 231,088 +231,088 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$11.4M 228,724 -216,365 -49%
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