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Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $398M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $12.9M

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 194192 (-2)

2.25% less ownership

Funds ownership: 55.17%52.93% (-2.2%)

11% less capital invested

Capital invested by funds: $448M → $398M (-$50.7M)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
58
Reduced
73
Closed
19
Calls
$46.1M
Puts
$12.9M
Net Calls
+$33.2M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.58M -$89.3K -1,422 -3%
HI
27
Harbour Investments
Wisconsin
$2.5M +$525K +8,365 +26%
PCIA
28
Prime Capital Investment Advisors
Kansas
$2.42M +$26K +414 +1%
EH
29
Equitable Holdings
New York
$2.35M -$559K -8,894 -19%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.28M +$314K +5,000 +16%
JWWM
31
Johnson & White Wealth Management
Pennsylvania
$2.12M +$36.6K +582 +2%
Mariner
32
Mariner
Kansas
$2.09M -$73.5K -1,171 -3%
Stifel Financial
33
Stifel Financial
Missouri
$1.96M -$22.6K -360 -1%
LOIM
34
Liberty One Investment Management
Illinois
$1.94M -$536K -8,538 -22%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$1.88M -$323K -5,147 -15%
TBFA
36
Three Bearings Fiduciary Advisors
New Hampshire
$1.88M +$1.85M +29,443 New
SEIA
37
Signature Estate & Investment Advisors
California
$1.75M -$1.53M -24,414 -46%
CA
38
Calton & Associates
Florida
$1.69M -$225K -3,579 -12%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.44M +$870K +13,849 +149%
WI
40
WBI Investments
New Jersey
$1.43M -$77.6K -1,236 -5%
CAL
41
Capital Analysts LLC
Pennsylvania
$1.37M -$55.3K -881 -4%
JWA
42
JFS Wealth Advisors
Pennsylvania
$1.34M +$879 +14 +0.1%
FNBT
43
FineMark National Bank & Trust
Florida
$1.32M +$27.9K +445 +2%
GSWM
44
Golden State Wealth Management
California
$1.28M +$5.9K +94 +0.5%
PSF
45
Pacific Sun Financial
California
$1.28M -$42.1K -670 -3%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$1.23M +$86.1K +1,371 +7%
TW
47
Tempo Wealth
Ohio
$1.2M +$1.21M +19,297 New
CW
48
CreativeOne Wealth
Kansas
$1.14M +$47.2K +752 +4%
MWM
49
MorganRosel Wealth Management
Colorado
$1.06M -$4.88M -77,626 -82%
IPAM
50
Investment Partners Asset Management
New Jersey
$1.05M +$95.5K +1,520 +10%