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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

201 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, 72 increasing their positions, 64 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+7
Holders Change %
+3.61%
% of All Funds
2.7%
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
64
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SWM
1
Sculati Wealth Management
Michigan
$2.84M
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$12.7M
5
BCM
5
Brookstone Capital Management
Illinois
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$1.14M 18,406 +32 +0.2%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$1.07M 17,385 +891 +5%
CCFM
53
Clear Creek Financial Management
Washington
$1.04M 16,795 -4,069 -20%
IPAM
54
Investment Partners Asset Management
New Jersey
$1.02M 16,553 +444 +3%
CW
55
CreativeOne Wealth
Kansas
$1.02M 16,488 -21 -0.1%
1WM
56
1900 Wealth Management
Texas
$959K 15,551 -877 -5%
UCFA
57
United Capital Financial Advisors
Texas
$945K 15,323 – –
AC
58
Avestar Capital
New York
$936K 15,176 +3,082 +25%
WA
59
Win Advisors
Florida
$921K 14,934 -182 -1%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$914K 14,826 +712 +5%
PAG
61
Private Advisor Group
New Jersey
$910K 14,762 +3,748 +34%
VWA
62
Visionary Wealth Advisors
Illinois
$880K 14,271 -326 -2%
MI
63
Moneywise Inc
Virginia
$839K 13,599 -625 -4%
FAIM
64
Financial Advocates Investment Management
Washington
$800K 12,978 -1,540 -11%
BCI
65
Brinker Capital Investments
Pennsylvania
$767K 12,442 -4,490 -27%
SSWM
66
Sheets Smith Wealth Management
North Carolina
$760K 12,331 -1,000 -8%
SEM
67
Strategic Equity Management
Arizona
$756K 12,260 +1,543 +14%
Citigroup
68
Citigroup
New York
$738K 11,971 -6,111 -34%
WDL
69
Well Done LLC
Michigan
$735K 11,926 -232 -2%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$734K 11,712 -2,603 -18%
PFA
71
Portland Financial Advisors
New York
$728K 11,809 – –
WA
72
Waverly Advisors
Alabama
$707K 11,460 +11,460 New
DC
73
Destiny Capital
Colorado
$705K 11,433 -326 -3%
KAS
74
Kestra Advisory Services
Texas
$682K 11,061 +2,040 +23%
AAS
75
Avantax Advisory Services
Texas
$672K 10,902 +1,409 +15%
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3
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