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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

183 hedge funds and large institutions have $509M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 18 closing their positions.

Holders
183
Holders Change
-6
Holders Change %
-3.17%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
52
Reduced
81
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$23.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.41M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.39M
4
MCC
4
Money Concepts Capital
Florida
$2.18M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.64M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$436K
2
KPWS
2
Kestra Private Wealth Services
Texas
$3.57M
3
SWM
3
Spire Wealth Management
Virginia
$0
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.6M 845,492 +4,289 +0.5%
LPL Financial
2
LPL Financial
California
$38.5M 802,433 +25,978 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$28.6M 596,045 -4,320 -0.7%
UBS Group
4
UBS Group
Switzerland
$26.6M 554,344 -15,019 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$23.3M 486,005 -12,761 -3%
BCM
6
Brookstone Capital Management
Illinois
$23.1M 480,478 +480,478 New
CPA
7
Capital Planning Advisors
California
$22.6M 469,599 +28,220 +6%
Ameriprise
8
Ameriprise
Minnesota
$20.8M 434,985 -16,970 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$20.2M 420,699 -20,655 -5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$17.4M 361,702 -15,805 -4%
Wells Fargo
11
Wells Fargo
California
$13.4M 278,150 +19,676 +8%
Bank of America
12
Bank of America
North Carolina
$12.7M 265,218 +5,731 +2%
JWA
13
JFS Wealth Advisors
Pennsylvania
$10.6M 220,955 -5,626 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.5M 219,061 -4,747 -2%
SAS
15
Sanford Advisory Services
Michigan
$9.77M 203,352 -3,851 -2%
HNB
16
Huntington National Bank
Ohio
– – – –
AF
17
Advisornet Financial
Minnesota
$8.13M 169,131 +3,971 +2%
Stifel Financial
18
Stifel Financial
Missouri
$7.41M 154,168 +98,285 +176%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$7.39M 153,824 +52,569 +52%
PP
20
PFS Partners
New Jersey
$6.82M 141,935 +5,979 +4%
EH
21
Equitable Holdings
New York
$5.77M 120,091 -3,330 -3%
WDL
22
Well Done LLC
Michigan
$5.56M 115,751 +4,808 +4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.4M 112,355 -20,519 -15%
APA
24
American Portfolios Advisors
New York
$5.18M 107,742 -2,557 -2%
CWM
25
Cornerstone Wealth Management
Missouri
$4.7M 97,732 +8,960 +10%
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