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Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $398M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $12.9M

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 194192 (-2)

2.25% less ownership

Funds ownership: 55.17%52.93% (-2.2%)

11% less capital invested

Capital invested by funds: $448M → $398M (-$50.7M)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
58
Reduced
73
Closed
19
Calls
$46.1M
Puts
$12.9M
Net Calls
+$33.2M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$1.03M -$103K -1,637 -9%
1WM
52
1900 Wealth Management
Texas
$973K +$1.38K +22 +0.1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$970K +$45.5K +724 +5%
AC
54
Avestar Capital
New York
$941K +$8.1K +129 +0.9%
CCFM
55
Clear Creek Financial Management
Washington
$899K -$85.9K -1,368 -9%
UCFA
56
United Capital Financial Advisors
Texas
$892K -$6.28K -100 -0.7%
VWA
57
Visionary Wealth Advisors
Illinois
$881K -$691 -11 -0.1%
PAG
58
Private Advisor Group
New Jersey
$861K -$44.6K -710 -5%
MI
59
Moneywise Inc
Virginia
$825K -$23K -367 -3%
SCA
60
Snowden Capital Advisors
New York
$785K +$4.27K +68 +0.5%
SEM
61
Strategic Equity Management
Arizona
$765K
BCI
62
Brinker Capital Investments
Pennsylvania
$751K -$1.19K -19 -0.2%
SWM
63
Sculati Wealth Management
Michigan
$717K -$471K -7,494 -39%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$710K -$46K -733 -6%
DC
65
Destiny Capital
Colorado
$699K -$7.41K -118 -1%
PFA
66
Portland Financial Advisors
New York
$692K
Citigroup
67
Citigroup
New York
$679K -$63.1K -1,005 -8%
WDL
68
Well Done LLC
Michigan
$671K -$55.6K -886 -8%
EFS
69
Essex Financial Services
Connecticut
$663K +$377 +6 +0.1%
SSWM
70
Sheets Smith Wealth Management
North Carolina
$651K -$25.5K -406 -4%
WA
71
Waverly Advisors
Alabama
$647K -$50.6K -805 -7%
PCG
72
Prosperity Consulting Group
Maryland
$638K +$323K +5,145 +101%
KAS
73
Kestra Advisory Services
Texas
$635K +$72K +1,146 +13%
CL
74
Choreo LLC
Illinois
$601K -$3.71K -59 -0.6%
AQR Capital Management
75
AQR Capital Management
Connecticut
$552K