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Invesco S&P MidCap Low Volatility ETF

187 hedge funds and large institutions have $380M invested in Invesco S&P MidCap Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.25% more ownership

Funds ownership: 52.93%53.17% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

4% less capital invested

Capital invested by funds: $398M → $380M (-$17.7M)

3% less funds holding

Funds holding: 192187 (-5)

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
66
Reduced
64
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$901K -$9.74M -150,561 -91%
MWM
52
MorganRosel Wealth Management
Colorado
$896K -$178K -2,748 -16%
CCFM
53
Clear Creek Financial Management
Washington
$889K -$19.7K -305 -2%
UCFA
54
United Capital Financial Advisors
Texas
$886K -$15.2K -235 -2%
PAG
55
Private Advisor Group
New Jersey
$873K +$4.07K +63 +0.5%
VWA
56
Visionary Wealth Advisors
Illinois
$871K -$18.6K -287 -2%
KAS
57
Kestra Advisory Services
Texas
$831K +$195K +3,014 +30%
SCA
58
Snowden Capital Advisors
New York
$755K -$38.9K -601 -5%
Goldman Sachs
59
Goldman Sachs
New York
$749K +$236K +3,647 +44%
BCI
60
Brinker Capital Investments
Pennsylvania
$715K -$44K -680 -6%
Daiwa Securities Group
61
Daiwa Securities Group
Japan
$699K +$252K +3,900 +54%
Citigroup
62
Citigroup
New York
$699K +$13.6K +211 +2%
PFA
63
Portland Financial Advisors
New York
$698K
MFWP
64
Mosaic Family Wealth Partners
Missouri
$695K +$714K +11,035 New
WDL
65
Well Done LLC
Michigan
$673K -$4.46K -69 -0.6%
EFS
66
Essex Financial Services
Connecticut
$672K +$3.04K +47 +0.4%
WA
67
Waverly Advisors
Alabama
$651K -$1.94K -30 -0.3%
CB
68
Commerce Bank
Missouri
$649K +$666K +10,301 New
SWM
69
Sculati Wealth Management
Michigan
$647K -$78.5K -1,214 -11%
PCG
70
Prosperity Consulting Group
Maryland
$644K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$622K -$858K -13,269 -57%
JWCA
72
J.W. Cole Advisors
Florida
$590K -$453 -7 -0.1%
CL
73
Choreo LLC
Illinois
$589K -$13.6K -211 -2%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$582K +$31.1K +481 +5%
SSWM
75
Sheets Smith Wealth Management
North Carolina
$566K -$93.4K -1,445 -14%