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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

187 hedge funds and large institutions have $473M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 18 closing their positions.

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$4.02M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$22.2M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.6M
4
Jane Street
4
Jane Street
New York
$3.14M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$28.2M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$12.4M
3
MWM
3
MorganRosel Wealth Management
Colorado
$509K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.1M 679,159 -74,694 -10%
LPL Financial
2
LPL Financial
California
$32.8M 633,871 -64,669 -9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.2M 544,491 +52,852 +11%
PI
4
PFS Investments
Georgia
$26.8M 518,329 +22,182 +4%
UBS Group
5
UBS Group
Switzerland
$26.4M 509,584 -13,979 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25M 484,005 -50,353 -9%
BCM
7
Brookstone Capital Management
Illinois
$25M 486,694 +1,694 +0.3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$22.2M 428,737 +74,868 +21%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$20M 385,964 -81,096 -17%
Ameriprise
10
Ameriprise
Minnesota
$18.2M 351,475 -25,729 -7%
HNB
11
Huntington National Bank
Ohio
– – – –
Wells Fargo
12
Wells Fargo
California
$12.4M 239,746 -127,514 -35%
Bank of America
13
Bank of America
North Carolina
$10.6M 204,732 -33,164 -14%
JWA
14
JFS Wealth Advisors
Pennsylvania
$10.4M 200,411 -6,632 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.89M 191,067 -50,608 -21%
AF
16
Advisornet Financial
Minnesota
$9.87M 190,660 +9,197 +5%
Stifel Financial
17
Stifel Financial
Missouri
$6.78M 130,962 +91 +0.1%
PP
18
PFS Partners
New Jersey
$6.12M 118,337 +171 +0.1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.88M 113,710 +3,223 +3%
WDL
20
Well Done LLC
Michigan
$5.85M 113,124 -720 -0.6%
CWM
21
Cornerstone Wealth Management
Missouri
$5.48M 105,812 +4,190 +4%
EH
22
Equitable Holdings
New York
$5.41M 104,551 -1,856 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.86M 93,835 -9,553 -9%
OPPS
24
Obsidian Personal Planning Solutions
Maryland
$4.31M 83,345 +4,433 +6%
Mariner
25
Mariner
Kansas
$4.06M 78,525 -862 -1%
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