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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$11.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.03M
3
SWM
3
Sculati Wealth Management
Michigan
$7.66M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.22M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.11M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$24.2M
3
Bank of America
3
Bank of America
North Carolina
$6.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$478K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.7M 568,294 +5,871 +1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$28.2M 461,950 +996 +0.2%
LPL Financial
3
LPL Financial
California
$24.2M 396,754 -40,930 -9%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$23.6M 385,842 +12,593 +3%
BCM
5
Brookstone Capital Management
Illinois
$21.7M 356,225 -2,832 -0.8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.1M 313,449 -16,071 -5%
UBS Group
7
UBS Group
Switzerland
$19M 311,674 -381 -0.1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.4M 252,167 -6,149 -2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$14.9M 243,409 -11,766 -5%
DC
10
Dorval Corp
Minnesota
$13.3M 220,075 +3,745 +2%
Ameriprise
11
Ameriprise
Minnesota
$12.8M 208,838 +6,501 +3%
BHWA
12
Beacon Harbor Wealth Advisors
Virginia
$11.4M 186,978 +186,978 New
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.4M 137,585 -343 -0.2%
PP
14
PFS Partners
New Jersey
$7.69M 126,057 +814 +0.6%
SWM
15
Sculati Wealth Management
Michigan
$7.66M 125,460 +38,305 +44%
OPPS
16
Obsidian Personal Planning Solutions
Maryland
$7.36M 120,459 +9,724 +9%
Wells Fargo
17
Wells Fargo
California
$6.91M 113,244 -5,959 -5%
Bank of America
18
Bank of America
North Carolina
$6.9M 113,023 -33,122 -23%
EH
19
Equitable Holdings
New York
$6.68M 109,419 -1,730 -2%
RJA
20
Raymond James & Associates
Florida
$5.95M 97,491 +6,883 +8%
RWP
21
RWA Wealth Partners
Massachusetts
$5.84M 95,744 -4,759 -5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.24M 85,837 +2,579 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$5.12M 83,892 -9,175 -10%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.37M 71,577 +7,578 +12%
Stifel Financial
25
Stifel Financial
Missouri
$4.11M 67,398 +25,618 +61%
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