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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$5.65M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.58M
3
UBS Group
3
UBS Group
Switzerland
$20.4M
4
WA
4
Waverly Advisors
Alabama
$2.1M
5
CCFM
5
Clear Creek Financial Management
Washington
$1.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.9M
2
IAIM
2
International Assets Investment Management
Florida
$336K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$19.9M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.9M 618,087 -617,455 -50%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.3M 465,857 +9,072 +2%
LPL Financial
3
LPL Financial
California
$26.1M 463,433 -98,668 -18%
HNB
4
Huntington National Bank
Ohio
– – – –
BCM
5
Brookstone Capital Management
Illinois
$20.9M 370,053 -19,130 -5%
UBS Group
6
UBS Group
Switzerland
$20.4M 361,909 +42,863 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$19.9M 352,657 -264,423 -43%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.2M 341,248 -9,639 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.4M 273,160 -50,821 -16%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$15.2M 269,204 -11,823 -4%
Ameriprise
11
Ameriprise
Minnesota
$12.2M 215,585 -32,388 -13%
DC
12
Dorval Corp
Minnesota
$11.4M 209,050 +5,499 +3%
Wells Fargo
13
Wells Fargo
California
$7.58M 134,355 -52,093 -28%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$7.56M 133,986 +14,251 +12%
Bank of America
15
Bank of America
North Carolina
$7.54M 133,698 -16,097 -11%
PP
16
PFS Partners
New Jersey
$7.04M 124,857 +4,687 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.57M 116,401 -7,063 -6%
CWM
18
Cornerstone Wealth Management
Missouri
$6.39M 113,290 +7,265 +7%
EH
19
Equitable Holdings
New York
$6.02M 106,748 -845 -0.8%
OPPS
20
Obsidian Personal Planning Solutions
Maryland
$5.77M 105,950 +7,700 +8%
RWP
21
RWA Wealth Partners
Massachusetts
$5.65M 100,170 +100,170 New
RJA
22
Raymond James & Associates
Florida
$5.06M 89,716 +3,540 +4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.86M 86,228 -7,009 -8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.41M 78,172 -6,774 -8%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.63M 64,387 -6,281 -9%
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