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Invesco S&P MidCap Low Volatility ETF

202 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, 71 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$1.14M
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$1.07M
CCFM
53
Clear Creek Financial Management
Washington
$1.04M
IPAM
54
Investment Partners Asset Management
New Jersey
$1.02M
CW
55
CreativeOne Wealth
Kansas
$1.02M
1WM
56
1900 Wealth Management
Texas
$959K
UCFA
57
United Capital Financial Advisors
Texas
$945K
AC
58
Avestar Capital
New York
$936K
WA
59
Win Advisors
Florida
$921K
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$914K
PAG
61
Private Advisor Group
New Jersey
$910K
VWA
62
Visionary Wealth Advisors
Illinois
$880K
MI
63
Moneywise Inc
Virginia
$839K
FAIM
64
Financial Advocates Investment Management
Washington
$800K
BCI
65
Brinker Capital Investments
Pennsylvania
$767K
SSWM
66
Sheets Smith Wealth Management
North Carolina
$760K
SEM
67
Strategic Equity Management
Arizona
$756K
Citigroup
68
Citigroup
New York
$738K
WDL
69
Well Done LLC
Michigan
$735K
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$734K
PFA
71
Portland Financial Advisors
New York
$728K
WA
72
Waverly Advisors
Alabama
$707K
DC
73
Destiny Capital
Colorado
$705K
KAS
74
Kestra Advisory Services
Texas
$682K
AAS
75
Avantax Advisory Services
Texas
$672K