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Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $448M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 202192 (-10)

17% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 76

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.2M
Puts
$13M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$1.16M
CW
52
CreativeOne Wealth
Kansas
$1.11M
CCFM
53
Clear Creek Financial Management
Washington
$1M
1WM
54
1900 Wealth Management
Texas
$990K
IPAM
55
Investment Partners Asset Management
New Jersey
$974K
AC
56
Avestar Capital
New York
$951K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$943K
PAG
58
Private Advisor Group
New Jersey
$922K
UCFA
59
United Capital Financial Advisors
Texas
$915K
Citadel Advisors
60
Citadel Advisors
Florida
$899K
VWA
61
Visionary Wealth Advisors
Illinois
$898K
MI
62
Moneywise Inc
Virginia
$864K
SCA
63
Snowden Capital Advisors
New York
$796K
SEM
64
Strategic Equity Management
Arizona
$779K
BCI
65
Brinker Capital Investments
Pennsylvania
$767K
Citigroup
66
Citigroup
New York
$756K
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$754K
WDL
68
Well Done LLC
Michigan
$740K
DC
69
Destiny Capital
Colorado
$720K
WA
70
Waverly Advisors
Alabama
$710K
PFA
71
Portland Financial Advisors
New York
$705K
SSWM
72
Sheets Smith Wealth Management
North Carolina
$689K
EFS
73
Essex Financial Services
Connecticut
$675K
OIA
74
OneDigital Investment Advisors
Kansas
$662K
AAS
75
Ameritas Advisory Services
Nebraska
$656K