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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 $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
–

Top Buyers

1
DC
1
Dorval Corp
Minnesota
$14.4M
2
LPL Financial
2
LPL Financial
California
$38.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$11.1M
4
MWM
4
MorganRosel Wealth Management
Colorado
$6.04M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$33M

Top Sellers

1
SWM
1
Sculati Wealth Management
Michigan
$2.84M
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$12.7M
5
BCM
5
Brookstone Capital Management
Illinois
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$5.04M 81,746 +4,951 +6%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.99M 64,683 +576 +0.9%
PMG
28
ProVise Management Group
Florida
$3.67M 59,435 -422 -0.7%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.29M 53,289 -1,416 -3%
WI
30
WBI Investments
New Jersey
$3.16M 51,249 -324 -0.6%
SWM
31
Sculati Wealth Management
Michigan
$2.84M 46,068 -96,290 -68%
EH
32
Equitable Holdings
New York
$2.84M 46,004 -15,341 -25%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.69M 43,690 +2,098 +5%
LOIM
34
Liberty One Investment Management
Illinois
$2.49M 40,328 -1,200 -3%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$2.35M 38,144 +7,368 +24%
LI
36
LMCG Investments
Massachusetts
$2.32M 37,591 +4,315 +13%
PCIA
37
Prime Capital Investment Advisors
Kansas
$2.32M 37,584 -354 -0.9%
SEIA
38
Signature Estate & Investment Advisors
California
$2.27M 36,785 +36,785 New
Mariner
39
Mariner
Kansas
$2.14M 34,672 -2,488 -7%
HI
40
Harbour Investments
Wisconsin
$2.04M 33,061 +365 +1%
Two Sigma Investments
41
Two Sigma Investments
New York
$2.04M 33,000 -6,800 -17%
JWWM
42
Johnson & White Wealth Management
Pennsylvania
$2.04M 32,992 +972 +3%
CA
43
Calton & Associates
Florida
$1.89M 30,619 +30,619 New
SOS
44
Silver Oak Securities
Tennessee
$1.69M 27,460 -1,722 -6%
GSWM
45
Golden State Wealth Management
California
$1.36M 22,078 +77 +0.3%
CAL
46
Capital Analysts LLC
Pennsylvania
$1.36M 21,997 -299 -1%
JWA
47
JFS Wealth Advisors
Pennsylvania
$1.32M 21,391 +501 +2%
PSF
48
Pacific Sun Financial
California
$1.31M 21,200 -80 -0.4%
FNBT
49
FineMark National Bank & Trust
Florida
$1.3M 21,003 -1,268 -6%
AWA
50
Arkadios Wealth Advisors
Georgia
$1.19M 19,262 -470 -2%
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