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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

201 hedge funds and large institutions have $447M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+7
Holders Change %
+3.61%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
72
Reduced
64
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DC
1
Dorval Corp
Minnesota
$14.4M
2
LPL Financial
2
LPL Financial
California
$38.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$11.1M
4
MWM
4
MorganRosel Wealth Management
Colorado
$6.04M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$33M

Top Sellers

1
SWM
1
Sculati Wealth Management
Michigan
$2.84M
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$12.7M
5
BCM
5
Brookstone Capital Management
Illinois
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
101
Great Valley Advisor Group
Delaware
$407K 6,593 +43 +0.7%
RIS
102
Richmond Investment Services
Wisconsin
$404K 6,543 +2,372 +57%
CFS
103
Commonwealth Financial Services
West Virginia
$402K 6,525 -60 -0.9%
DAS
104
Dynamic Advisor Solutions
Arizona
$401K 6,495 +70 +1%
IAS
105
Insigneo Advisory Services
Florida
$395K 6,412 +41 +0.6%
NWM
106
Nova Wealth Management
Florida
$391K 6,335 +6,207 +4,849%
AWM
107
Accel Wealth Management
Iowa
$382K 6,198 +292 +5%
PFA
108
Petra Financial Advisors
Colorado
$382K 6,192 +13 +0.2%
DIA
109
Dana Investment Advisors
Wisconsin
$377K 6,107 – –
HIS
110
Harvest Investment Services
Illinois
$375K 6,082 +55 +0.9%
ALA
111
Atlas Legacy Advisors
California
$349K 5,664 -77 -1%
Creative Planning
112
Creative Planning
Kansas
$347K 5,634 +336 +6%
KWM
113
Kingsview Wealth Management
Oregon
$344K 5,579 -567 -9%
P
114
&Partners
Tennessee
$342K 5,553 +225 +4%
DADC
115
D.A. Davidson & Co
Montana
$310K 5,033 -204 -4%
KPWS
116
Kestra Private Wealth Services
Texas
$287K 4,650 -350 -7%
MCM
117
MAI Capital Management
Ohio
$285K 4,620 – –
CIAS
118
CFS Investment Advisory Services
New Jersey
$283K 4,595 -95 -2%
HF
119
HRT Financial
New York
$280K 4,556 +4,556 New
MF
120
Meridian Financial
Massachusetts
$278K 4,511 – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$277K 4,492 – –
HNWAG
122
High Net Worth Advisory Group
Florida
$274K 4,450 – –
IAIM
123
International Assets Investment Management
Florida
$270K 4,382 -292 -6%
PCFFS
124
Pacific Center for Financial Services
California
$270K 4,379 -136 -3%
AF
125
Allworth Financial
California
$266K 4,305 +83 +2%
3 4
5
6 7