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Invesco S&P MidCap Low Volatility ETF

190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
-8
Holders Change %
-4.04%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.5M 753,853 +6,766 +0.9%
LPL Financial
2
LPL Financial
California
$36.6M 698,540 -48,714 -7%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$28M 534,358 -21,073 -4%
UBS Group
4
UBS Group
Switzerland
$27.4M 523,563 -27,548 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.8M 491,639 +79,225 +19%
PI
6
PFS Investments
Georgia
$25.7M 496,147 -537,175 -52%
BCM
7
Brookstone Capital Management
Illinois
$25.4M 485,000 +7,543 +2%
Ameriprise
8
Ameriprise
Minnesota
$20.1M 377,204 -54,002 -13%
Wells Fargo
9
Wells Fargo
California
$19.2M 367,260 +65,189 +22%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$18.5M 353,869 -5,770 -2%
HNB
11
Huntington National Bank
Ohio
Osaic Holdings
12
Osaic Holdings
Arizona
$12.7M 241,675 -12,705 -5%
Bank of America
13
Bank of America
North Carolina
$12.5M 237,896 -66,167 -22%
JWA
14
JFS Wealth Advisors
Pennsylvania
$10.8M 207,043 -5,498 -3%
MCC
15
Money Concepts Capital
Florida
$9.66M 190,429 +141,565 +290%
AF
16
Advisornet Financial
Minnesota
$9.51M 181,463 +7,276 +4%
Stifel Financial
17
Stifel Financial
Missouri
$6.86M 130,871 -29,607 -18%
PP
18
PFS Partners
New Jersey
$6.19M 118,166 +1,927 +2%
WDL
19
Well Done LLC
Michigan
$5.97M 113,844 -2,559 -2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$5.79M 110,487 +873 +0.8%
MWM
21
MorganRosel Wealth Management
Colorado
$5.66M 108,039 +4,837 +5%
EH
22
Equitable Holdings
New York
$5.58M 106,407 -3,509 -3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.42M 103,388 -7,304 -7%
CWM
24
Cornerstone Wealth Management
Missouri
$5.33M 101,622 +101,622 New
Mariner
25
Mariner
Kansas
$4.16M 79,387 -1,592 -2%