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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

204 hedge funds and large institutions have $746M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 100 reducing their positions, and 36 closing their positions.

Holders
204
Holders Change
-15
Holders Change %
-6.85%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
25
Increased
45
Reduced
100
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$55.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.98M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.71M
4
Barclays
4
Barclays
United Kingdom
$4.3M
5
HI
5
Harbour Investments
Wisconsin
$2.37M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$41.8M
2
FI
2
FormulaFolio Investments
Michigan
$0
3
PI
3
PFS Investments
Georgia
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$55.8M 1,065,955 +1,029,434 +2,819%
LPL Financial
2
LPL Financial
California
$50.9M 972,669 -72,524 -7%
Morgan Stanley
3
Morgan Stanley
New York
$43.7M 834,466 -155,617 -16%
Ameriprise
4
Ameriprise
Minnesota
$41.8M 798,001 -950,766 -54%
UBS Group
5
UBS Group
Switzerland
$38.5M 734,827 -32,279 -4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$38M 725,662 -148,432 -17%
BCM
7
Brookstone Capital Management
Illinois
$34.9M 665,600 -144,960 -18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$31.6M 604,018 -117,066 -16%
Bank of America
9
Bank of America
North Carolina
$27.6M 527,079 -42,820 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$26.9M 513,196 -45,617 -8%
Wells Fargo
11
Wells Fargo
California
$21.1M 402,832 -87,546 -18%
VCM
12
Verde Capital Management
Michigan
$19.9M 380,215 +20,409 +6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$18.3M 349,689 -32,928 -9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$17.3M 329,827 -193,778 -37%
Osaic Holdings
15
Osaic Holdings
Arizona
$16.2M 309,816 -35,171 -10%
JWA
16
JFS Wealth Advisors
Pennsylvania
$12.9M 246,221 -10,717 -4%
SAS
17
Sanford Advisory Services
Michigan
$11.8M 225,857 -40,062 -15%
MML Investors Services
18
MML Investors Services
Massachusetts
$11.4M 218,565 -28,521 -12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$9.12M 174,237 -140,101 -45%
AF
20
Advisornet Financial
Minnesota
$8.91M 170,100 -39,236 -19%
HNB
21
Huntington National Bank
Ohio
– – – –
EH
22
Equitable Holdings
New York
$8.32M 158,901 -19,655 -11%
RJA
23
Raymond James & Associates
Florida
$7.6M 145,220 -58,922 -29%
HGWM
24
Harvest Group Wealth Management
Massachusetts
$7.1M 130,529 -10,814 -8%
HighTower Advisors
25
HighTower Advisors
Illinois
$6.98M 133,237 +133,237 New
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