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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

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.

Holders
198
Holders Change
-4
Holders Change %
-1.98%
% of All Funds
4.01%
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
–

Top Buyers

1
JWA
1
JFS Wealth Advisors
Pennsylvania
$10.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.2M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$16.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
5
AAS
5
Avantax Advisory Services
Texas
$4.07M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.58M
2
Ameriprise
2
Ameriprise
Minnesota
$84.2M
3
Wells Fargo
3
Wells Fargo
California
$27.8M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.5M
5
LPL Financial
5
LPL Financial
California
$61.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$84.2M 2,046,299 -1,007,454 -33%
LPL Financial
2
LPL Financial
California
$61.1M 1,466,040 -338,410 -19%
Morgan Stanley
3
Morgan Stanley
New York
$48.3M 1,159,231 -258,515 -18%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42.7M 1,025,579 -58,477 -5%
BCM
5
Brookstone Capital Management
Illinois
$38.2M 917,104 +79,563 +9%
UBS Group
6
UBS Group
Switzerland
$37.3M 894,186 -134,077 -13%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$34.8M 836,504 -14,774 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$32.3M 776,209 -199,466 -20%
Bank of America
9
Bank of America
North Carolina
$31.2M 748,390 -278,602 -27%
Wells Fargo
10
Wells Fargo
California
$27.8M 666,505 -553,511 -45%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$24.7M 592,595 -180,081 -23%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.6M 423,078 +205,611 +95%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$17M 407,851 -166,390 -29%
SWAG
14
Spectrum Wealth Advisory Group
California
$16.8M 404,123 +211,769 +110%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.5M 372,459 -404,412 -52%
MML Investors Services
16
MML Investors Services
Massachusetts
$14.5M 347,484 -18,121 -5%
VCM
17
Verde Capital Management
Michigan
$14.1M 338,466 -250,720 -43%
PI
18
PFS Investments
Georgia
$13.5M 322,917 -73,575 -19%
RJA
19
Raymond James & Associates
Florida
$13.4M 321,082 -144,493 -31%
CA
20
Cetera Advisors
Colorado
$11.2M 269,796 -14,387 -5%
JWA
21
JFS Wealth Advisors
Pennsylvania
$10.8M 260,200 +251,330 +2,833%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$10.2M 245,316 +245,316 New
MIAN
23
Mariner Independent Advisor Network
Kansas
$10M 240,139 +11,639 +5%
AF
24
Advisornet Financial
Minnesota
$8.52M 204,391 +8,137 +4%
EH
25
Equitable Holdings
New York
$7.69M 184,676 +1,484 +0.8%
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