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Invesco S&P MidCap Low Volatility ETF

189 hedge funds and large institutions have $396M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.1M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
51
1900 Wealth Management
Texas
$973K
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$970K
AC
53
Avestar Capital
New York
$941K
CCFM
54
Clear Creek Financial Management
Washington
$899K
UCFA
55
United Capital Financial Advisors
Texas
$892K
VWA
56
Visionary Wealth Advisors
Illinois
$881K
PAG
57
Private Advisor Group
New Jersey
$861K
MI
58
Moneywise Inc
Virginia
$825K
SCA
59
Snowden Capital Advisors
New York
$785K
SEM
60
Strategic Equity Management
Arizona
$765K
BCI
61
Brinker Capital Investments
Pennsylvania
$751K
SWM
62
Sculati Wealth Management
Michigan
$717K
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$710K
DC
64
Destiny Capital
Colorado
$699K
PFA
65
Portland Financial Advisors
New York
$692K
Citigroup
66
Citigroup
New York
$679K
WDL
67
Well Done LLC
Michigan
$671K
EFS
68
Essex Financial Services
Connecticut
$663K
SSWM
69
Sheets Smith Wealth Management
North Carolina
$651K
WA
70
Waverly Advisors
Alabama
$647K
PCG
71
Prosperity Consulting Group
Maryland
$638K
KAS
72
Kestra Advisory Services
Texas
$635K
CL
73
Choreo LLC
Illinois
$601K
AQR Capital Management
74
AQR Capital Management
Connecticut
$552K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$547K