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Invesco S&P MidCap Low Volatility ETF

198 hedge funds and large institutions have $841M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% less ownership

Funds ownership: 46.96%45.79% (-1.2%)

2% less funds holding

Funds holding: 202198 (-4)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $1.05B → $841M (-$208M)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
22
Increased
60
Reduced
90
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$84.2M -$42.9M -1,007,454 -33%
LPL Financial
2
LPL Financial
California
$61.1M -$14.4M -338,410 -19%
Morgan Stanley
3
Morgan Stanley
New York
$48.3M -$11M -258,515 -18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.7M -$2.49M -58,477 -5%
BCM
5
Brookstone Capital Management
Illinois
$38.2M +$3.39M +79,563 +9%
UBS Group
6
UBS Group
Switzerland
$37.3M -$5.71M -134,077 -13%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$34.8M -$629K -14,774 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$32.3M -$8.49M -199,466 -20%
Bank of America
9
Bank of America
North Carolina
$31.2M -$11.9M -278,602 -27%
Wells Fargo
10
Wells Fargo
California
$27.8M -$23.6M -553,511 -45%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$24.7M -$7.67M -180,081 -23%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$8.75M +205,611 +95%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$17M -$7.08M -166,390 -29%
SWAG
14
Spectrum Wealth Advisory Group
California
$16.8M +$9.02M +211,769 +110%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.5M -$17.2M -404,412 -52%
MML Investors Services
16
MML Investors Services
Massachusetts
$14.5M -$772K -18,121 -5%
VCM
17
Verde Capital Management
Michigan
$14.1M -$10.7M -250,720 -43%
PI
18
PFS Investments
Georgia
$13.5M -$3.13M -73,575 -19%
RJA
19
Raymond James & Associates
Florida
$13.4M -$6.15M -144,493 -31%
CA
20
Cetera Advisors
Colorado
$11.2M -$613K -14,387 -5%
JWA
21
JFS Wealth Advisors
Pennsylvania
$10.8M +$10.7M +251,330 +2,833%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$10.2M +$10.4M +245,316 New
MIAN
23
Mariner Independent Advisor Network
Kansas
$10M +$496K +11,639 +5%
AF
24
Advisornet Financial
Minnesota
$8.52M +$346K +8,137 +4%
EH
25
Equitable Holdings
New York
$7.69M +$63.2K +1,484 +0.8%