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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

182 hedge funds and large institutions have $435M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 74 reducing their positions, and 25 closing their positions.

Holders
182
Holders Change
-5
Holders Change %
-2.67%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
39
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$26.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$8.16M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.45M
5
AAS
5
Avantax Advisory Services
Texas
$2.01M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.9M
2
Ameriprise
2
Ameriprise
Minnesota
$12.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.23M
4
BCM
4
Brookstone Capital Management
Illinois
$19.9M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.8M 686,932 +7,773 +1%
LPL Financial
2
LPL Financial
California
$30.3M 615,854 -18,017 -3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$26.8M 545,466 +545,466 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.2M 491,582 -52,909 -10%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$23.3M 474,756 -9,249 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$20.4M 415,306 -13,431 -3%
UBS Group
7
UBS Group
Switzerland
$19.9M 404,713 -104,871 -21%
BCM
8
Brookstone Capital Management
Illinois
$19.9M 409,207 -77,487 -16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.3M 371,164 -14,800 -4%
HNB
10
Huntington National Bank
Ohio
– – – –
Ameriprise
11
Ameriprise
Minnesota
$12.3M 250,427 -101,048 -29%
Wells Fargo
12
Wells Fargo
California
$11.4M 232,691 -7,055 -3%
JWA
13
JFS Wealth Advisors
Pennsylvania
$9.6M 195,301 -5,110 -3%
AF
14
Advisornet Financial
Minnesota
$9.6M 195,285 +4,625 +2%
Bank of America
15
Bank of America
North Carolina
$8.98M 182,724 -22,008 -11%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$8.16M 165,984 +165,984 New
Osaic Holdings
17
Osaic Holdings
Arizona
$8M 162,669 -28,398 -15%
PP
18
PFS Partners
New Jersey
$5.92M 120,401 +2,064 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.67M 115,245 +1,535 +1%
EH
20
Equitable Holdings
New York
$5.63M 114,491 +9,940 +10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.45M 110,807 +62,005 +127%
WDL
22
Well Done LLC
Michigan
$5.34M 108,572 -4,552 -4%
CWM
23
Cornerstone Wealth Management
Missouri
$5.28M 107,462 +1,650 +2%
OPPS
24
Obsidian Personal Planning Solutions
Maryland
$4.7M 95,595 +12,250 +15%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$4.64M 94,300 +465 +0.5%
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