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Invesco S&P MidCap Low Volatility ETF

201 hedge funds and large institutions have $447M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+7
Holders Change %
+3.61%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
72
Reduced
64
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$38.4M 622,659 +212,906 +52%
Morgan Stanley
2
Morgan Stanley
New York
$36.9M 597,901 +8,004 +1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$33M 535,542 +82,340 +18%
BCM
4
Brookstone Capital Management
Illinois
$19.9M 322,262 -21,257 -6%
UBS Group
5
UBS Group
Switzerland
$19.5M 315,912 +16,940 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.1M 310,516 +6,862 +2%
DC
7
Dorval Corp
Minnesota
$14.4M 234,236 +234,236 New
Ameriprise
8
Ameriprise
Minnesota
$13.9M 225,465 +2,801 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.4M 217,510 -40,039 -16%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$12.7M 205,206 -28,710 -12%
Raymond James Financial
11
Raymond James Financial
Florida
$11.9M 193,541 +17,497 +10%
Stifel Financial
12
Stifel Financial
Missouri
$11.1M 180,580 +144,294 +398%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$9.09M 147,427 +4,579 +3%
AWP
14
Avid Wealth Partners
Texas
$8.66M 140,478 +27,892 +25%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$8.65M 140,226 +28,497 +26%
PP
16
PFS Partners
New Jersey
$7.95M 128,846 +361 +0.3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$7.91M 128,227 -4,975 -4%
OPPS
18
Obsidian Personal Planning Solutions
Maryland
$7.7M 124,851 +2,705 +2%
Wells Fargo
19
Wells Fargo
California
$7.06M 114,559 +9,913 +9%
Bank of America
20
Bank of America
North Carolina
$6.96M 112,925 +3,391 +3%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$6.93M 112,625 +22,477 +25%
MWM
22
MorganRosel Wealth Management
Colorado
$6.04M 97,900 +84,941 +655%
NA
23
NewEdge Advisors
Louisiana
$5.94M 96,201 +24,996 +35%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.4M 87,488 -3,909 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$5.09M 83,438 -5,838 -7%