XMLV icon

Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $448M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 202192 (-10)

17% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 76

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.2M
Puts
$13M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Petra Financial Advisors
Colorado
$394K
AWM
102
Accel Wealth Management
Iowa
$392K
DIA
103
Dana Investment Advisors
Wisconsin
$388K
Invesco
104
Invesco
Georgia
$375K
CFS
105
Commonwealth Financial Services
West Virginia
$375K
RIS
106
Richmond Investment Services
Wisconsin
$372K
ALA
107
Atlas Legacy Advisors
California
$361K
P
108
&Partners
Tennessee
$355K
HIS
109
Harvest Investment Services
Illinois
$342K
SOS
110
Silver Oak Securities
Tennessee
$331K
PCG
111
Prosperity Consulting Group
Maryland
$323K
DADC
112
D.A. Davidson & Co
Montana
$312K
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$312K
FTUS
114
Flow Traders U.S.
New York
$292K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$286K
Cerity Partners
116
Cerity Partners
New York
$283K
HNWAG
117
High Net Worth Advisory Group
Florida
$283K
LT
118
Legacy Trust
Michigan
$281K
MF
119
Meridian Financial
Massachusetts
$280K
PCFFS
120
Pacific Center for Financial Services
California
$279K
IAIM
121
International Assets Investment Management
Florida
$273K
SM
122
Sensible Money
Arizona
$272K
ADL
123
Asset Dedication LLC
California
$272K
PB
124
Pinnacle Bancorp
Nebraska
$267K
KPWS
125
Kestra Private Wealth Services
Texas
$265K