XMLV icon

Invesco S&P MidCap Low Volatility ETF

229 hedge funds and large institutions have $1.25B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 59 closing their positions.

Holders
229
Holders Change
-26
Holders Change %
-10.2%
% of All Funds
5.06%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.33%
New
39
Increased
84
Reduced
83
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$175M 4,362,903 +465,517 +12%
LPL Financial
2
LPL Financial
California
$79.7M 2,002,591 -108,812 -5%
Morgan Stanley
3
Morgan Stanley
New York
$68.6M 1,722,631 -151,161 -8%
Wells Fargo
4
Wells Fargo
California
$65M 1,632,191 -729,101 -31%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$59M 1,481,556 -851,858 -37%
Bank of America
6
Bank of America
North Carolina
$56.2M 1,411,391 -222,031 -14%
UBS Group
7
UBS Group
Switzerland
$51.1M 1,282,100 -139,787 -10%
Invesco
8
Invesco
Georgia
$45.4M 1,139,223 +123,049 +12%
BCM
9
Brookstone Capital Management
Illinois
$44.8M 1,124,745 -69,190 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$44M 1,103,780 -31,565 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$38M 997,108 +997,108 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$34M 855,064 -97,252 -10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$26M 654,016 +133,790 +26%
RJA
14
Raymond James & Associates
Florida
$22.6M 568,365 -89,215 -14%
VCM
15
Verde Capital Management
Michigan
$21.5M 538,856 +164,836 +44%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$18.8M 471,192 +76,191 +19%
MML Investors Services
17
MML Investors Services
Massachusetts
$18M 450,860 +53,289 +13%
JWM
18
Janiczek Wealth Management
Colorado
$15.4M 387,314 +387,314 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$14M 329,307 -164,534 -33%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$12.6M 316,739 -151,465 -32%
PI
21
PFS Investments
Georgia
$12M 302,561 +22,683 +8%
FEG
22
Financial Enhancement Group
Indiana
$11.9M 299,378 +139,041 +87%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$11.2M 280,956 -253,934 -47%
22CM
24
20/20 Capital Management
California
$10.2M 251,713 +10,734 +4%
PCFFS
25
Pacific Center for Financial Services
California
$9.86M 247,520 -2,885 -1%