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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

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $403M → $447M (+$43.1M)

4% more funds holding

Funds holding: 194202 (+8)

3.35% more ownership

Funds ownership: 51.27%54.62% (+3.3%)

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
+8
Holders Change %
+4.12%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
71
Reduced
65
Closed
11
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 +$1.94K +32 +0.2%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$1.07M +$54.1K +891 +5%
CCFM
53
Clear Creek Financial Management
Washington
$1.04M -$247K -4,069 -20%
IPAM
54
Investment Partners Asset Management
New Jersey
$1.02M +$27K +444 +3%
CW
55
CreativeOne Wealth
Kansas
$1.02M -$1.27K -21 -0.1%
1WM
56
1900 Wealth Management
Texas
$959K -$53.2K -877 -5%
UCFA
57
United Capital Financial Advisors
Texas
$945K
AC
58
Avestar Capital
New York
$936K +$187K +3,082 +25%
WA
59
Win Advisors
Florida
$921K -$11.1K -182 -1%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$914K +$43.2K +712 +5%
PAG
61
Private Advisor Group
New Jersey
$910K +$228K +3,748 +34%
VWA
62
Visionary Wealth Advisors
Illinois
$880K -$19.8K -326 -2%
MI
63
Moneywise Inc
Virginia
$839K -$37.9K -625 -4%
FAIM
64
Financial Advocates Investment Management
Washington
$800K -$93.5K -1,540 -11%
BCI
65
Brinker Capital Investments
Pennsylvania
$767K -$273K -4,490 -27%
SSWM
66
Sheets Smith Wealth Management
North Carolina
$760K -$60.7K -1,000 -8%
SEM
67
Strategic Equity Management
Arizona
$756K +$93.7K +1,543 +14%
Citigroup
68
Citigroup
New York
$738K -$371K -6,111 -34%
WDL
69
Well Done LLC
Michigan
$735K -$14.1K -232 -2%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$734K -$158K -2,603 -18%
PFA
71
Portland Financial Advisors
New York
$728K
WA
72
Waverly Advisors
Alabama
$707K +$696K +11,460 New
DC
73
Destiny Capital
Colorado
$705K -$19.8K -326 -3%
KAS
74
Kestra Advisory Services
Texas
$682K +$124K +2,040 +23%
AAS
75
Avantax Advisory Services
Texas
$672K +$85.5K +1,409 +15%

XMLV Hedge Fund Activity: Q2 2025 in Review

202 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2025, worth a combined $447M — up 11% from $403M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMLV positions and 11 closed out — a net gain of 9 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Dorval Corp, opening a new position worth an estimated $14.2M. The largest seller was Sculati Wealth Management, cutting an estimated $5.85M.

  • 202 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2025, up from 194 in Q1 2025.
  • Funds reported $447M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2025 and 11 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2025 was Dorval Corp, an estimated $14.2M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q2 2025.