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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$557K
Fidelity Investments
77
Fidelity Investments
Massachusetts
$530K -$6.47K -100 -1%
DC
78
Destiny Capital
Colorado
$525K -$185K -2,867 -26%
EFL
79
ERn Financial LLC
Wisconsin
$521K
SWAG
80
Spectrum Wealth Advisory Group
California
$518K -$8.73K -135 -2%
SIM
81
Synergy Investment Management
Florida
$508K -$16.9K -261 -3%
AC
82
Avant Capital
Louisiana
$506K +$1.03K +16 +0.2%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$506K
SPWG
84
Syntegra Private Wealth Group
Missouri
$502K
PBF
85
Petix & Botte Financial
California
$487K -$250K -3,864 -50%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$483K -$236K -3,653 -33%
MI
87
Moneywise Inc
Virginia
$426K -$418K -6,468 -49%
DAS
88
Dynamic Advisor Solutions
Arizona
$422K +$129 +2 +0%
IAS
89
Insigneo Advisory Services
Florida
$413K +$3.75K +58 +0.9%
ATPW
90
Ashton Thomas Private Wealth
Arizona
$413K
JCM
91
Jacobi Capital Management
Pennsylvania
$412K +$3.62K +56 +0.9%
GVAG
92
Great Valley Advisor Group
Delaware
$397K +$1.55K +24 +0.4%
PFA
93
Petra Financial Advisors
Colorado
$393K +$1.16K +18 +0.3%
AWM
94
Accel Wealth Management
Iowa
$391K +$8.08K +125 +2%
DIA
95
Dana Investment Advisors
Wisconsin
$385K
IA
96
Inspire Advisors
Idaho
$383K -$32.3K -499 -8%
HIS
97
Harvest Investment Services
Illinois
$382K -$11.1K -172 -3%
WMWM
98
Whitaker-Myers Wealth Managers
Ohio
$379K -$47.8K -739 -11%
RIS
99
Richmond Investment Services
Wisconsin
$371K +$776 +12 +0.2%
Creative Planning
100
Creative Planning
Kansas
$370K -$63.9K -989 -14%