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Invesco S&P MidCap Low Volatility ETF

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.

New
Increased
Maintained
Reduced
Closed

312% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 17

150% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 46

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

25% more capital invested

Capital invested by funds: $1.62B → $2.02B (+$399M)

24% more funds holding

Funds holding: 206255 (+49)

5.93% more ownership

Funds ownership: 47.96%53.89% (+5.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.44M

Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$209M +$22.9M +432,516 +12%
Wells Fargo
2
Wells Fargo
California
$127M +$14.7M +278,163 +13%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$126M +$52.8M +996,993 +75%
LPL Financial
4
LPL Financial
California
$114M +$11.4M +216,056 +11%
Morgan Stanley
5
Morgan Stanley
New York
$101M +$12.9M +242,754 +15%
Bank of America
6
Bank of America
North Carolina
$87.9M +$1.51M +28,523 +2%
UBS Group
7
UBS Group
Switzerland
$76.5M +$1.74M +32,785 +2%
BCM
8
Brookstone Capital Management
Illinois
$64.2M +$6.64M +125,296 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$61.1M +$7.51M +141,725 +14%
Invesco
10
Invesco
Georgia
$54.7M +$656K +12,379 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$51.2M +$5.05M +95,321 +11%
PFG
12
Pacific Financial Group
Washington
$51.1M +$47.9M +904,020 +2,003%
RJA
13
Raymond James & Associates
Florida
$35.4M +$2.97M +56,104 +9%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$35M +$2.92M +55,023 +9%
BA
15
BCM Advisors
Louisiana
$30.2M +$15.7M +296,433 +112%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$28.8M +$4.6M +86,776 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$28M +$7.13M +134,633 +35%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$26.6M -$135K -2,549 -0.5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$25.2M +$3.14M +59,218 +14%
AG
20
Advisor Group
Arizona
$24M +$635K +11,984 +3%
TC
21
Trilogy Capital
California
$23.6M +$3.95M +74,549 +20%
CA
22
Cetera Advisors
Colorado
$23.5M -$321K -6,058 -1%
MML Investors Services
23
MML Investors Services
Massachusetts
$21.4M -$7.36M -138,936 -26%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$21.3M +$5.61M +105,870 +37%
VCM
25
Verde Capital Management
Michigan
$20.1M +$19.8M +374,020 New