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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

189 hedge funds and large institutions have $566M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 27 closing their positions.

Holders
189
Holders Change
-11
Holders Change %
-5.5%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
16
Increased
49
Reduced
86
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$52.4M
2
CPA
2
Capital Planning Advisors
California
$22.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.7M
5
OPPS
5
Obsidian Personal Planning Solutions
Maryland
$3.86M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$1.09M
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$29.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.51M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
1
PFS Investments
Georgia
$52.4M 1,019,275 +669,917 +192%
Morgan Stanley
2
Morgan Stanley
New York
$43.2M 841,203 +9,911 +1%
LPL Financial
3
LPL Financial
California
$39.9M 776,455 -17,491 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$30.9M 600,365 -4,821 -0.8%
UBS Group
5
UBS Group
Switzerland
$29.3M 569,363 -238,387 -30%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25.6M 498,766 -14,522 -3%
Ameriprise
7
Ameriprise
Minnesota
$23.2M 451,955 -31,572 -7%
CPA
8
Capital Planning Advisors
California
$22.7M 441,379 +441,379 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.7M 441,354 +78,277 +22%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$19.4M 377,507 +79,463 +27%
Bank of America
11
Bank of America
North Carolina
$13.3M 259,487 -32,336 -11%
Wells Fargo
12
Wells Fargo
California
$13.3M 258,474 +14,704 +6%
JWA
13
JFS Wealth Advisors
Pennsylvania
$11.6M 226,581 +1,046 +0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$11.5M 223,808 -8,909 -4%
SAS
15
Sanford Advisory Services
Michigan
$10.6M 207,203 -3,509 -2%
HNB
16
Huntington National Bank
Ohio
– – – –
AF
17
Advisornet Financial
Minnesota
$8.49M 165,160 -4,218 -2%
PP
18
PFS Partners
New Jersey
$6.99M 135,956 +4,574 +3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.83M 132,874 -17,741 -12%
EH
20
Equitable Holdings
New York
$6.34M 123,421 -1,829 -1%
KPWS
21
Kestra Private Wealth Services
Texas
$5.73M 111,524 -48,701 -30%
WDL
22
Well Done LLC
Michigan
$5.7M 110,943 -2,915 -3%
APA
23
American Portfolios Advisors
New York
$5.67M 110,299 -3,791 -3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$5.2M 101,255 -681 -0.7%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.88M 95,020 -5,167 -5%
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