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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

194 hedge funds and large institutions have $403M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
65
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Avid Wealth Partners
Texas
$6.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.96M
5
WI
5
WBI Investments
New Jersey
$3.18M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
DC
2
Dorval Corp
Minnesota
$0
3
EH
3
Equitable Holdings
New York
$3.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$659K +$382K +6,184 +138%
EFS
77
Essex Financial Services
Connecticut
$655K +$18.5K +300 +3%
CL
78
Choreo LLC
Illinois
$594K – – –
AAS
79
Avantax Advisory Services
Texas
$586K -$16.7K -270 -3%
AC
80
Avant Capital
Louisiana
$569K -$32K -518 -5%
KAS
81
Kestra Advisory Services
Texas
$557K -$33.8K -548 -6%
AQR Capital Management
82
AQR Capital Management
Connecticut
$546K – – –
AWS
83
Atria Wealth Solutions
New York
$532K – – –
EFL
84
ERn Financial LLC
Wisconsin
$517K -$5.62K -91 -1%
SWAG
85
Spectrum Wealth Advisory Group
California
$515K +$432 +7 +0.1%
SPWG
86
Syntegra Private Wealth Group
Missouri
$511K – – –
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$500K +$18.5K +300 +4%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$496K +$170K +2,747 +52%
PBF
89
Petix & Botte Financial
California
$477K +$123 +2 +0%
WMWM
90
Whitaker-Myers Wealth Managers
Ohio
$476K +$3.52K +57 +0.7%
ATPW
91
Ashton Thomas Private Wealth
Arizona
$453K -$46.4K -751 -9%
JCM
92
Jacobi Capital Management
Pennsylvania
$427K -$6.67K -108 -2%
Invesco
93
Invesco
Georgia
$411K -$14.4K -233 -3%
CFS
94
Commonwealth Financial Services
West Virginia
$406K -$15.7K -254 -4%
GVAG
95
Great Valley Advisor Group
Delaware
$404K +$3.33K +54 +0.8%
DAS
96
Dynamic Advisor Solutions
Arizona
$397K – – –
IAS
97
Insigneo Advisory Services
Florida
$393K -$192K -3,106 -33%
PFA
98
Petra Financial Advisors
Colorado
$381K -$7.04K -114 -2%
KWM
99
Kingsview Wealth Management
Oregon
$379K -$247 -4 -0.1%
DIA
100
Dana Investment Advisors
Wisconsin
$377K – – –
2 3
4
5 6