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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$547K +$25K +398 +5%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$531K +$59.2K +943 +12%
SWAG
78
Spectrum Wealth Advisory Group
California
$521K +$377 +6 +0.1%
SIM
79
Synergy Investment Management
Florida
$519K -$33.9K -540 -6%
VF
80
Virtu Financial
New York
$518K +$91K +1,449 +21%
EFL
81
ERn Financial LLC
Wisconsin
$516K -$6.47K -103 -1%
Goldman Sachs
82
Goldman Sachs
New York
$514K -$73K -1,163 -12%
SPIA
83
Steward Partners Investment Advisory
New York
$514K -$1.88K -30 -0.4%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$501K
AC
85
Avant Capital
Louisiana
$501K -$10.6K -169 -2%
SPWG
86
Syntegra Private Wealth Group
Missouri
$498K -$1.63K -26 -0.3%
PBF
87
Petix & Botte Financial
California
$482K +$126 +2 +0%
Daiwa Securities Group
88
Daiwa Securities Group
Japan
$449K
Creative Planning
89
Creative Planning
Kansas
$429K +$26.4K +421 +7%
WMWM
90
Whitaker-Myers Wealth Managers
Ohio
$422K -$64.2K -1,023 -13%
DAS
91
Dynamic Advisor Solutions
Arizona
$418K +$12.6K +201 +3%
IA
92
Inspire Advisors
Idaho
$410K +$7.47K +119 +2%
ATPW
93
Ashton Thomas Private Wealth
Arizona
$409K
IAS
94
Insigneo Advisory Services
Florida
$405K +$2.76K +44 +0.7%
JCM
95
Jacobi Capital Management
Pennsylvania
$405K +$408K +6,494 New
GVAG
96
Great Valley Advisor Group
Delaware
$392K -$1.88K -30 -0.5%
HIS
97
Harvest Investment Services
Illinois
$389K +$53.9K +858 +16%
PFA
98
Petra Financial Advisors
Colorado
$388K +$816 +13 +0.2%
DIA
99
Dana Investment Advisors
Wisconsin
$381K
AWM
100
Accel Wealth Management
Iowa
$380K -$4.9K -78 -1%