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Invesco S&P MidCap Low Volatility ETF

189 hedge funds and large institutions have $396M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.1M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.58M
HI
27
Harbour Investments
Wisconsin
$2.5M
PCIA
28
Prime Capital Investment Advisors
Kansas
$2.42M
EH
29
Equitable Holdings
New York
$2.35M
Two Sigma Investments
30
Two Sigma Investments
New York
$2.28M
JWWM
31
Johnson & White Wealth Management
Pennsylvania
$2.12M
Mariner
32
Mariner
Kansas
$2.09M
Stifel Financial
33
Stifel Financial
Missouri
$1.96M
LOIM
34
Liberty One Investment Management
Illinois
$1.94M
USCWA
35
U.S. Capital Wealth Advisors
Texas
$1.88M
SEIA
36
Signature Estate & Investment Advisors
California
$1.75M
CA
37
Calton & Associates
Florida
$1.69M
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.44M
WI
39
WBI Investments
New Jersey
$1.43M
CAL
40
Capital Analysts LLC
Pennsylvania
$1.35M
JWA
41
JFS Wealth Advisors
Pennsylvania
$1.34M
FNBT
42
FineMark National Bank & Trust
Florida
$1.32M
GSWM
43
Golden State Wealth Management
California
$1.28M
PSF
44
Pacific Sun Financial
California
$1.28M
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$1.23M
TWL
46
Tempo Wealth, LLC
Ohio
$1.2M
CW
47
CreativeOne Wealth
Kansas
$1.14M
MWM
48
MorganRosel Wealth Management
Colorado
$1.06M
IPAM
49
Investment Partners Asset Management
New Jersey
$1.05M
AWA
50
Arkadios Wealth Advisors
Georgia
$1.03M