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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$531K
SWAG
77
Spectrum Wealth Advisory Group
California
$521K
SIM
78
Synergy Investment Management
Florida
$519K
VF
79
Virtu Financial
New York
$518K
EFL
80
ERn Financial LLC
Wisconsin
$516K
Goldman Sachs
81
Goldman Sachs
New York
$514K
SPIA
82
Steward Partners Investment Advisory
New York
$514K
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$501K
AC
84
Avant Capital
Louisiana
$501K
SPWG
85
Syntegra Private Wealth Group
Missouri
$498K
PBF
86
Petix & Botte Financial
California
$482K
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$449K
Creative Planning
88
Creative Planning
Kansas
$429K
WMWM
89
Whitaker-Myers Wealth Managers
Ohio
$422K
DAS
90
Dynamic Advisor Solutions
Arizona
$418K
IA
91
Inspire Advisors
Idaho
$410K
ATPW
92
Ashton Thomas Private Wealth
Arizona
$409K
IAS
93
Insigneo Advisory Services
Florida
$405K
JCM
94
Jacobi Capital Management
Pennsylvania
$405K
GVAG
95
Great Valley Advisor Group
Delaware
$392K
HIS
96
Harvest Investment Services
Illinois
$389K
PFA
97
Petra Financial Advisors
Colorado
$388K
DIA
98
Dana Investment Advisors
Wisconsin
$381K
AWM
99
Accel Wealth Management
Iowa
$380K
RIS
100
Richmond Investment Services
Wisconsin
$366K