We are live on ! Find out more
XMLV icon

Invesco S&P MidCap Low Volatility ETF

187 hedge funds and large institutions have $380M invested in Invesco S&P MidCap Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.25% more ownership

Funds ownership: 52.93%53.17% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

4% less capital invested

Capital invested by funds: $398M → $380M (-$17.7M)

3% less funds holding

Funds holding: 192187 (-5)

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
66
Reduced
64
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.61M +$5.17K +80 +0.2%
PCIA
27
Prime Capital Investment Advisors
Kansas
$2.54M +$105K +1,617 +4%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.52M -$807K -12,484 -24%
USCWA
29
U.S. Capital Wealth Advisors
Texas
$2.42M +$530K +8,202 +27%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.3M
JWWM
31
Johnson & White Wealth Management
Pennsylvania
$2.14M +$3.04K +47 +0.1%
Mariner
32
Mariner
Kansas
$2.14M +$29.9K +462 +1%
LOIM
33
Liberty One Investment Management
Illinois
$2.12M +$163K +2,516 +8%
SEIA
34
Signature Estate & Investment Advisors
California
$1.86M +$97.1K +1,501 +5%
Stifel Financial
35
Stifel Financial
Missouri
$1.86M -$129K -1,990 -6%
TBFA
36
Three Bearings Fiduciary Advisors
New Hampshire
$1.85M -$3.75K -58 -0.2%
MPWT
37
MassMutual Private Wealth & Trust
Connecticut
$1.52M +$293K +4,536 +23%
IPAM
38
Investment Partners Asset Management
New Jersey
$1.51M +$466K +7,214 +43%
CA
39
Calton & Associates
Florida
$1.47M -$238K -3,676 -14%
JWA
40
JFS Wealth Advisors
Pennsylvania
$1.33M -$19.3K -299 -1%
PSF
41
Pacific Sun Financial
California
$1.31M +$18.8K +290 +1%
GSWM
42
Golden State Wealth Management
California
$1.26M -$30.8K -476 -2%
EH
43
Equitable Holdings
New York
$1.26M -$1.13M -17,505 -46%
IAA
44
Independent Advisor Alliance
North Carolina
$1.22M +$1.25M +19,305 New
TW
45
Tempo Wealth
Ohio
$1.19M -$21.1K -327 -2%
CW
46
CreativeOne Wealth
Kansas
$1.16M +$18.1K +280 +2%
AWA
47
Arkadios Wealth Advisors
Georgia
$1.02M -$26.5K -410 -2%
AC
48
Avestar Capital
New York
$980K +$30.4K +470 +3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$959K -$20.8K -321 -2%
1WM
50
1900 Wealth Management
Texas
$959K -$23.9K -370 -2%