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Invesco S&P MidCap Low Volatility ETF

219 hedge funds and large institutions have $845M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 95 reducing their positions, and 24 closing their positions.

Holders
219
Holders Change
+21
Holders Change %
+10.61%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
49
Increased
48
Reduced
95
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$84.3M 1,748,767 -297,532 -15%
LPL Financial
2
LPL Financial
California
$50.3M 1,045,193 -420,847 -29%
Morgan Stanley
3
Morgan Stanley
New York
$47.6M 990,083 -169,148 -15%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$42.1M 874,094 +37,590 +4%
BCM
5
Brookstone Capital Management
Illinois
$39M 810,560 -106,544 -12%
UBS Group
6
UBS Group
Switzerland
$36.9M 767,106 -127,080 -14%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$34.7M 721,084 -304,495 -30%
Bank of America
8
Bank of America
North Carolina
$27.4M 569,899 -178,491 -24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.9M 558,813 -33,782 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$25.2M 523,605 -252,604 -33%
Wells Fargo
11
Wells Fargo
California
$23.6M 490,378 -176,127 -26%
FI
12
FormulaFolio Investments
Michigan
$21.3M 442,932 +442,932 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$18.4M 382,617 -25,234 -6%
VCM
14
Verde Capital Management
Michigan
$17.3M 359,806 +21,340 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$16.6M 344,987 -27,472 -7%
PI
16
PFS Investments
Georgia
$15.6M 319,663 -3,254 -1%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$15.1M 314,338 -108,740 -26%
MIAN
18
Mariner Independent Advisor Network
Kansas
$12.9M 268,706 +28,567 +12%
SAS
19
Sanford Advisory Services
Michigan
$12.8M 265,919 +265,919 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$12.4M 257,424 +12,108 +5%
JWA
21
JFS Wealth Advisors
Pennsylvania
$12.4M 256,938 -3,262 -1%
MML Investors Services
22
MML Investors Services
Massachusetts
$11.9M 247,086 -100,398 -29%
AF
23
Advisornet Financial
Minnesota
$10.1M 209,336 +4,945 +2%
RJA
24
Raymond James & Associates
Florida
$9.82M 204,142 -116,940 -36%
MCC
25
Money Concepts Capital
Florida
$9.11M 189,330 +189,330 New