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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 $461M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 15 closing their positions.

Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
35
Reduced
93
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.7M
2
DC
2
Dorval Corp
Minnesota
$10.8M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$32.8M
4
DC
4
Destiny Capital
Colorado
$784K
5
IPAM
5
Investment Partners Asset Management
New Jersey
$760K

Top Sellers

1
AF
1
Advisornet Financial
Minnesota
$21K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$14.9M
4
UBS Group
4
UBS Group
Switzerland
$17M
5
LPL Financial
5
LPL Financial
California
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.7M 1,235,542 +548,610 +80%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$32.8M 617,080 +71,614 +13%
LPL Financial
3
LPL Financial
California
$29.9M 562,101 -53,753 -9%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$24.3M 456,785 -17,971 -4%
BCM
5
Brookstone Capital Management
Illinois
$20.7M 389,183 -20,024 -5%
HNB
6
Huntington National Bank
Ohio
– – – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.7M 350,887 -140,695 -29%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.2M 323,981 -47,183 -13%
UBS Group
9
UBS Group
Switzerland
$17M 319,046 -85,667 -21%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$14.9M 281,027 -134,279 -32%
Ameriprise
11
Ameriprise
Minnesota
$13.2M 247,973 -2,454 -1%
DC
12
Dorval Corp
Minnesota
$10.8M 203,551 +203,551 New
Wells Fargo
13
Wells Fargo
California
$9.92M 186,448 -46,243 -20%
JWA
14
JFS Wealth Advisors
Pennsylvania
$9.14M 171,888 -23,413 -12%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$8.27M 155,419 -10,565 -6%
Bank of America
16
Bank of America
North Carolina
$7.97M 149,795 -32,929 -18%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.57M 123,464 -39,205 -24%
PP
18
PFS Partners
New Jersey
$6.39M 120,170 -231 -0.2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$6.37M 119,735 +4,490 +4%
EH
20
Equitable Holdings
New York
$5.72M 107,593 -6,898 -6%
WDL
21
Well Done LLC
Michigan
$5.72M 107,466 -1,106 -1%
CWM
22
Cornerstone Wealth Management
Missouri
$5.64M 106,025 -1,437 -1%
OPPS
23
Obsidian Personal Planning Solutions
Maryland
$5.22M 98,250 +2,655 +3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.96M 93,237 -1,063 -1%
RJA
25
Raymond James & Associates
Florida
$4.58M 86,176 -2,879 -3%
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