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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

194 hedge funds and large institutions have $403M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
65
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Avid Wealth Partners
Texas
$6.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.96M
5
WI
5
WBI Investments
New Jersey
$3.18M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
DC
2
Dorval Corp
Minnesota
$0
3
EH
3
Equitable Holdings
New York
$3.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$3.79M -$2.79M -45,159 -42%
NA
27
NewEdge Advisors
Louisiana
$3.75M +$2.91M +55,341 +349%
PMG
28
ProVise Management Group
Florida
$3.69M +$87.5K +1,418 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.38M -$32.8K -532 -1%
WI
30
WBI Investments
New Jersey
$3.18M +$3.18M +51,573 New
HighTower Advisors
31
HighTower Advisors
Illinois
$2.57M -$21.1K -342 -0.8%
LOIM
32
Liberty One Investment Management
Illinois
$2.56M -$38.3K -620 -1%
Two Sigma Investments
33
Two Sigma Investments
New York
$2.46M +$1.59M +25,700 +182%
PCIA
34
Prime Capital Investment Advisors
Kansas
$2.34M +$288K +4,669 +14%
Mariner
35
Mariner
Kansas
$2.29M -$212K -3,436 -8%
Stifel Financial
36
Stifel Financial
Missouri
$2.24M -$40.3K -653 -2%
LI
37
LMCG Investments
Massachusetts
$2.05M +$653K +10,579 +47%
HI
38
Harbour Investments
Wisconsin
$2.02M +$31K +502 +2%
JWWM
39
Johnson & White Wealth Management
Pennsylvania
$1.98M -$3.33K -54 -0.2%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$1.9M +$673K +10,896 +55%
Goldman Sachs
41
Goldman Sachs
New York
$1.81M -$512K -8,299 -22%
SOS
42
Silver Oak Securities
Tennessee
$1.79M +$1.7M +27,748 +1,935%
CAL
43
Capital Analysts LLC
Pennsylvania
$1.38M -$405K -6,568 -23%
FNBT
44
FineMark National Bank & Trust
Florida
$1.37M -$31.8K -515 -2%
GSWM
45
Golden State Wealth Management
California
$1.36M +$12.3K +200 +0.9%
PSF
46
Pacific Sun Financial
California
$1.31M -$55.5K -900 -4%
JWA
47
JFS Wealth Advisors
Pennsylvania
$1.29M – – –
CCFM
48
Clear Creek Financial Management
Washington
$1.29M -$53.6K -869 -4%
AWA
49
Arkadios Wealth Advisors
Georgia
$1.22M +$1.22M +19,732 New
SCA
50
Snowden Capital Advisors
New York
$1.13M +$66.8K +1,082 +6%
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