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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

200 hedge funds and large institutions have $610M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
51
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$24.8M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$13.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.6M
4
IA
4
IFP Advisors
Florida
$3.22M
5
KPWS
5
Kestra Private Wealth Services
Texas
$8.94M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16.3M
2
HGWM
2
Harvest Group Wealth Management
Massachusetts
$1.08M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.3M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5.59M
5
PWAG
5
Polaris Wealth Advisory Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.4M 831,292 -18,004 -2%
UBS Group
2
UBS Group
Switzerland
$45.1M 807,750 +31,151 +4%
LPL Financial
3
LPL Financial
California
$44.3M 793,946 -49,070 -6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$33.8M 605,186 -16,436 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.6M 513,288 -11,209 -2%
Ameriprise
6
Ameriprise
Minnesota
$27M 483,527 -35,875 -7%
BCM
7
Brookstone Capital Management
Illinois
$24.8M 445,439 +445,439 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.3M 363,077 -109,422 -23%
PI
9
PFS Investments
Georgia
$19.5M 349,358 +6,629 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$16.6M 298,044 -13,610 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$16.4M 232,717 -42,152 -15%
Bank of America
12
Bank of America
North Carolina
$16.3M 291,823 -119,225 -29%
Wells Fargo
13
Wells Fargo
California
$13.6M 243,770 +19,438 +9%
AIP
14
Almanack Investment Partners
Pennsylvania
$13.6M 243,584 +243,584 New
JWA
15
JFS Wealth Advisors
Pennsylvania
$12.6M 225,535 -8,966 -4%
SAS
16
Sanford Advisory Services
Michigan
$11.8M 210,712 -2,106 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$10.6M 189,882 +70,055 +58%
HNB
18
Huntington National Bank
Ohio
– – – –
AF
19
Advisornet Financial
Minnesota
$9.45M 169,378 -2,435 -1%
KPWS
20
Kestra Private Wealth Services
Texas
$8.94M 160,225 +33,930 +27%
CWM
21
Cornerstone Wealth Management
Missouri
$8.85M 158,638 +16,725 +12%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$8.41M 150,615 -4,906 -3%
PP
23
PFS Partners
New Jersey
$7.33M 131,382 -3,597 -3%
EH
24
Equitable Holdings
New York
$6.99M 125,250 -29,881 -19%
APA
25
American Portfolios Advisors
New York
$6.36M 114,090 +143 +0.1%
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