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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

203 hedge funds and large institutions have $448M 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, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
2.72%
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
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SWM
Sculati Wealth Management
Michigan
$2.84M
2
RWP
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$12.7M
5
BCM
Brookstone Capital Management
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$5.04M +$305K +4,951 +6%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.99M +$35.5K +576 +0.9%
PMG
28
ProVise Management Group
Florida
$3.67M -$26K -422 -0.7%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.29M -$87.3K -1,416 -3%
WI
30
WBI Investments
New Jersey
$3.16M -$20K -324 -0.6%
SWM
31
Sculati Wealth Management
Michigan
$2.84M -$5.94M -96,290 -68%
EH
32
Equitable Holdings
New York
$2.84M -$946K -15,341 -25%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.69M +$129K +2,098 +5%
LOIM
34
Liberty One Investment Management
Illinois
$2.49M -$74K -1,200 -3%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$2.35M +$454K +7,368 +24%
LI
36
LMCG Investments
Massachusetts
$2.32M +$266K +4,315 +13%
PCIA
37
Prime Capital Investment Advisors
Kansas
$2.32M -$21.8K -354 -0.9%
SEIA
38
Signature Estate & Investment Advisors
California
$2.27M +$2.27M +36,785 New
Mariner
39
Mariner
Kansas
$2.14M -$153K -2,488 -7%
HI
40
Harbour Investments
Wisconsin
$2.04M +$22.5K +365 +1%
Two Sigma Investments
41
Two Sigma Investments
New York
$2.04M -$419K -6,800 -17%
JWWM
42
Johnson & White Wealth Management
Pennsylvania
$2.04M +$60K +972 +3%
CA
43
Calton & Associates
Florida
$1.89M +$1.89M +30,619 New
SOS
44
Silver Oak Securities
Tennessee
$1.69M -$106K -1,722 -6%
GSWM
45
Golden State Wealth Management
California
$1.36M +$4.75K +77 +0.3%
CAL
46
Capital Analysts LLC
Pennsylvania
$1.36M -$18.4K -299 -1%
JWA
47
JFS Wealth Advisors
Pennsylvania
$1.32M +$30.9K +501 +2%
PSF
48
Pacific Sun Financial
California
$1.31M -$4.93K -80 -0.4%
FNBT
49
FineMark National Bank & Trust
Florida
$1.3M -$78.2K -1,268 -6%
AWA
50
Arkadios Wealth Advisors
Georgia
$1.19M -$29K -470 -2%
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