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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.04%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.47%
New
70
Increased
115
Reduced
46
Closed
17
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$10K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$126M
2
PFG
2
Pacific Financial Group
Washington
$51.1M
3
Ameriprise
3
Ameriprise
Minnesota
$209M
4
VCM
4
Verde Capital Management
Michigan
$20.1M
5
BA
5
BCM Advisors
Louisiana
$30.2M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.4M
2
FHC
2
First Heartland Consultants
Missouri
$14.2M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$368K
5
FEG
5
Financial Enhancement Group
Indiana
$8.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$209M 3,897,386 +432,516 +12%
Wells Fargo
2
Wells Fargo
California
$127M 2,361,292 +278,163 +13%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$126M 2,333,414 +996,993 +75%
LPL Financial
4
LPL Financial
California
$114M 2,111,403 +216,056 +11%
Morgan Stanley
5
Morgan Stanley
New York
$101M 1,873,792 +242,754 +15%
Bank of America
6
Bank of America
North Carolina
$87.9M 1,633,422 +28,523 +2%
UBS Group
7
UBS Group
Switzerland
$76.5M 1,421,887 +32,785 +2%
BCM
8
Brookstone Capital Management
Illinois
$64.2M 1,193,935 +125,296 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$61.1M 1,135,345 +141,725 +14%
Invesco
10
Invesco
Georgia
$54.7M 1,016,174 +12,379 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$51.2M 952,316 +95,321 +11%
PFG
12
Pacific Financial Group
Washington
$51.1M 949,153 +904,020 +2,003%
RJA
13
Raymond James & Associates
Florida
$35.4M 657,580 +56,104 +9%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$35M 652,996 +55,023 +9%
BA
15
BCM Advisors
Louisiana
$30.2M 561,348 +296,433 +112%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$28.8M 534,890 +86,776 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$28M 520,226 +134,633 +35%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$26.6M 493,841 -2,549 -0.5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$25.2M 468,204 +59,218 +14%
AG
20
Advisor Group
Arizona
$24M 446,532 +11,984 +3%
TC
21
Trilogy Capital
California
$23.6M 445,886 +74,549 +20%
CA
22
Cetera Advisors
Colorado
$23.5M 436,034 -6,058 -1%
MML Investors Services
23
MML Investors Services
Massachusetts
$21.4M 397,571 -138,936 -26%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$21.3M 395,001 +105,870 +37%
VCM
25
Verde Capital Management
Michigan
$20.1M 374,020 +374,020 New
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