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Invesco S&P MidCap Low Volatility ETF

202 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, 71 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $403M → $447M (+$43.1M)

4% more funds holding

Funds holding: 194202 (+8)

3.35% more ownership

Funds ownership: 51.27%54.62% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
71
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4.7M -$801K -13,185 -15%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.99M +$35K +576 +0.9%
PMG
28
ProVise Management Group
Florida
$3.67M -$25.6K -422 -0.7%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.29M -$86K -1,416 -3%
WI
30
WBI Investments
New Jersey
$3.16M -$19.7K -324 -0.6%
SWM
31
Sculati Wealth Management
Michigan
$2.84M -$5.85M -96,290 -68%
EH
32
Equitable Holdings
New York
$2.84M -$931K -15,341 -25%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.69M +$127K +2,098 +5%
LOIM
34
Liberty One Investment Management
Illinois
$2.49M -$72.9K -1,200 -3%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$2.35M +$447K +7,368 +24%
LI
36
LMCG Investments
Massachusetts
$2.32M +$262K +4,315 +13%
PCIA
37
Prime Capital Investment Advisors
Kansas
$2.32M -$21.5K -354 -0.9%
SEIA
38
Signature Estate & Investment Advisors
California
$2.27M +$2.23M +36,785 New
Mariner
39
Mariner
Kansas
$2.14M -$151K -2,488 -7%
HI
40
Harbour Investments
Wisconsin
$2.04M +$22.2K +365 +1%
Two Sigma Investments
41
Two Sigma Investments
New York
$2.04M -$413K -6,800 -17%
JWWM
42
Johnson & White Wealth Management
Pennsylvania
$2.04M +$59K +972 +3%
CA
43
Calton & Associates
Florida
$1.89M +$1.86M +30,619 New
SOS
44
Silver Oak Securities
Tennessee
$1.69M -$105K -1,722 -6%
GSWM
45
Golden State Wealth Management
California
$1.36M +$4.67K +77 +0.3%
CAL
46
Capital Analysts LLC
Pennsylvania
$1.36M -$18.2K -299 -1%
JWA
47
JFS Wealth Advisors
Pennsylvania
$1.32M +$30.4K +501 +2%
PSF
48
Pacific Sun Financial
California
$1.31M -$4.86K -80 -0.4%
FNBT
49
FineMark National Bank & Trust
Florida
$1.3M -$77K -1,268 -6%
AWA
50
Arkadios Wealth Advisors
Georgia
$1.19M -$28.5K -470 -2%

XMLV Hedge Fund Activity: Q2 2025 in Review

202 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2025, worth a combined $447M — up 11% from $403M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMLV positions and 11 closed out — a net gain of 9 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Dorval Corp, opening a new position worth an estimated $14.2M. The largest seller was Sculati Wealth Management, cutting an estimated $5.85M.

  • 202 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2025, up from 194 in Q1 2025.
  • Funds reported $447M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2025 and 11 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2025 was Dorval Corp, an estimated $14.2M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q2 2025.