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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$4.37M
2
BCM
2
BlueCrest Capital Management
Jersey
$3.61M
3
CA
3
Calton & Associates
Florida
$2.88M
4
KPWS
4
Kestra Private Wealth Services
Texas
$7.38M
5
GIA
5
Gladstone Institutional Advisory
Florida
$1.69M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$30.5M
2
HNB
2
Huntington National Bank
Ohio
$10.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.01M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
RJA
5
Raymond James & Associates
Florida
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.7M 849,296 +18,361 +2%
LPL Financial
2
LPL Financial
California
$49.3M 843,016 -44,127 -5%
UBS Group
3
UBS Group
Switzerland
$45.4M 776,599 +4,998 +0.6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$36.3M 621,622 -18,149 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30.7M 524,497 -27,342 -5%
Ameriprise
6
Ameriprise
Minnesota
$30.5M 519,402 -165,209 -24%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$27.6M 472,499 -14,109 -3%
Bank of America
8
Bank of America
North Carolina
$24M 411,048 -32,509 -7%
PI
9
PFS Investments
Georgia
$20M 342,729 +11,626 +4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$18.2M 311,654 -6,644 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$16.1M 274,869 -18,888 -6%
JWA
12
JFS Wealth Advisors
Pennsylvania
$13.7M 234,501 -5,894 -2%
Wells Fargo
13
Wells Fargo
California
$13.1M 224,332 -6,022 -3%
SAS
14
Sanford Advisory Services
Michigan
$12.4M 212,818 -4,225 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$11.9M 202,861 -16,556 -8%
HNB
16
Huntington National Bank
Ohio
– – – –
AF
17
Advisornet Financial
Minnesota
$10M 171,813 +1,309 +0.8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.09M 155,521 -3,272 -2%
EH
19
Equitable Holdings
New York
$9.07M 155,131 -1,167 -0.7%
CWM
20
Cornerstone Wealth Management
Missouri
$8.3M 141,913 +12,412 +10%
HGWM
21
Harvest Group Wealth Management
Massachusetts
$8.02M 137,245 +3,918 +3%
PP
22
PFS Partners
New Jersey
$7.89M 134,979 +134,979 New
KPWS
23
Kestra Private Wealth Services
Texas
$7.38M 126,295 +49,179 +64%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$7.01M 119,827 -128,601 -52%
WDL
25
Well Done LLC
Michigan
$6.73M 115,109 -1,809 -2%
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