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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

201 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
32
Increased
61
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$10.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$8.65M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.4M
4
GSWM
4
Golden State Wealth Management
California
$1.33M
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.3M

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
KAS
3
Kestra Advisory Services
Texas
$582K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$858K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.1M 576,337 +8,043 +1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$27.4M 450,099 -11,851 -3%
LPL Financial
3
LPL Financial
California
$24M 393,865 -2,889 -0.7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$23.9M 392,753 +6,911 +2%
BCM
5
Brookstone Capital Management
Illinois
$20.8M 341,837 -14,388 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.6M 305,666 -7,783 -2%
UBS Group
7
UBS Group
Switzerland
$18.2M 298,439 -13,235 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.4M 285,293 +33,126 +13%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$14.5M 238,930 -4,479 -2%
DC
10
Dorval Corp
Minnesota
$13.7M 225,111 +5,036 +2%
Ameriprise
11
Ameriprise
Minnesota
$12.9M 212,561 +3,723 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$10.7M 176,749 +176,749 New
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.73M 143,571 +5,986 +4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$8.65M 142,246 +142,246 New
SWM
15
Sculati Wealth Management
Michigan
$8M 131,540 +6,080 +5%
OPPS
16
Obsidian Personal Planning Solutions
Maryland
$7.72M 124,478 +4,019 +3%
PP
17
PFS Partners
New Jersey
$7.68M 126,349 +292 +0.2%
Bank of America
18
Bank of America
North Carolina
$6.72M 110,451 -2,572 -2%
EH
19
Equitable Holdings
New York
$6.48M 106,504 -2,915 -3%
Wells Fargo
20
Wells Fargo
California
$6.1M 100,264 -12,980 -11%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.16M 84,871 -966 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.94M 81,216 +9,639 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.77M 78,341 -5,551 -7%
PMG
24
ProVise Management Group
Florida
$3.55M 58,439 +1,605 +3%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$3.51M 57,694 +21,181 +58%
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