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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

203 hedge funds and large institutions have $448M 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, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
2.72%
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
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SWM
Sculati Wealth Management
Michigan
$2.84M
2
RWP
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.4M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$12.7M
5
BCM
Brookstone Capital Management
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$1.14M +$1.97K +32 +0.2%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$1.07M +$54.9K +891 +5%
CCFM
53
Clear Creek Financial Management
Washington
$1.04M -$251K -4,069 -20%
IPAM
54
Investment Partners Asset Management
New Jersey
$1.02M +$27.4K +444 +3%
CW
55
CreativeOne Wealth
Kansas
$1.02M -$1.3K -21 -0.1%
1WM
56
1900 Wealth Management
Texas
$959K -$54.1K -877 -5%
UCFA
57
United Capital Financial Advisors
Texas
$945K – – –
AC
58
Avestar Capital
New York
$936K +$190K +3,082 +25%
WA
59
Win Advisors
Florida
$921K -$11.2K -182 -1%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$914K +$43.9K +712 +5%
PAG
61
Private Advisor Group
New Jersey
$910K +$231K +3,748 +34%
VWA
62
Visionary Wealth Advisors
Illinois
$880K -$20.1K -326 -2%
MI
63
Moneywise Inc
Virginia
$839K -$38.5K -625 -4%
FAIM
64
Financial Advocates Investment Management
Washington
$800K -$95K -1,540 -11%
BCI
65
Brinker Capital Investments
Pennsylvania
$767K -$277K -4,490 -27%
SSWM
66
Sheets Smith Wealth Management
North Carolina
$760K -$61.7K -1,000 -8%
SEM
67
Strategic Equity Management
Arizona
$756K +$95.2K +1,543 +14%
Citigroup
68
Citigroup
New York
$738K -$377K -6,111 -34%
WDL
69
Well Done LLC
Michigan
$735K -$14.3K -232 -2%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$734K -$163K -2,603 -18%
PFA
71
Portland Financial Advisors
New York
$728K – – –
WA
72
Waverly Advisors
Alabama
$707K +$707K +11,460 New
DC
73
Destiny Capital
Colorado
$705K -$20.1K -326 -3%
KAS
74
Kestra Advisory Services
Texas
$682K +$126K +2,040 +23%
AAS
75
Avantax Advisory Services
Texas
$672K +$86.9K +1,409 +15%
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