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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

184 hedge funds and large institutions have $390M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
47
Reduced
76
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sculati Wealth Management
Michigan
$4.81M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.28M
3
KAS
3
Kestra Advisory Services
Texas
$3.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.55M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$20.6M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21.3M
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$31.1M
4
UBS Group
4
UBS Group
Switzerland
$17.2M
5
LPL Financial
5
LPL Financial
California
$24.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.1M 562,423 -55,664 -9%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.5M 460,954 -4,903 -1%
LPL Financial
3
LPL Financial
California
$24.2M 437,684 -25,749 -6%
HNB
4
Huntington National Bank
Ohio
– – – –
BCM
5
Brookstone Capital Management
Illinois
$20.9M 359,057 -10,996 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$20.6M 373,249 +20,592 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.2M 329,520 -11,728 -3%
UBS Group
8
UBS Group
Switzerland
$17.2M 312,055 -49,854 -14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$14.3M 258,316 -14,844 -5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$14.1M 255,175 -14,029 -5%
DC
11
Dorval Corp
Minnesota
$12.2M 216,330 +7,280 +3%
Ameriprise
12
Ameriprise
Minnesota
$11.1M 202,337 -13,248 -6%
Bank of America
13
Bank of America
North Carolina
$8.07M 146,145 +12,447 +9%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$7.62M 137,928 +3,942 +3%
PP
15
PFS Partners
New Jersey
$6.92M 125,243 +386 +0.3%
Wells Fargo
16
Wells Fargo
California
$6.58M 119,203 -15,152 -11%
EH
17
Equitable Holdings
New York
$6.14M 111,149 +4,401 +4%
OPPS
18
Obsidian Personal Planning Solutions
Maryland
$6.12M 110,735 +4,785 +5%
RWP
19
RWA Wealth Partners
Massachusetts
$5.55M 100,503 +333 +0.3%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.14M 93,067 -23,334 -20%
RJA
21
Raymond James & Associates
Florida
$5M 90,608 +892 +1%
SWM
22
Sculati Wealth Management
Michigan
$4.81M 87,155 +60,098 +222%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.6M 83,258 -2,970 -3%
KAS
24
Kestra Advisory Services
Texas
$3.59M 64,930 +41,456 +177%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.53M 63,999 -14,173 -18%
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