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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

194 hedge funds and large institutions have $403M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
65
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Avid Wealth Partners
Texas
$6.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.96M
5
WI
5
WBI Investments
New Jersey
$3.18M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
DC
2
Dorval Corp
Minnesota
$0
3
EH
3
Equitable Holdings
New York
$3.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
101
Harvest Investment Services
Illinois
$372K -$62.7K -1,016 -14%
AWM
102
Accel Wealth Management
Iowa
$365K -$17.5K -284 -5%
ALA
103
Atlas Legacy Advisors
California
$351K +$46.3K +758 +15%
AFP
104
Alpha Financial Partners
Kentucky
$339K +$2.78K +45 +0.8%
AssetMark Inc
105
AssetMark Inc
California
$337K +$329K +5,336 +4,447%
Creative Planning
106
Creative Planning
Kansas
$327K -$10.5K -170 -3%
P
107
&Partners
Tennessee
$326K +$1.9K +31 +0.6%
DADC
108
D.A. Davidson & Co
Montana
$323K +$494 +8 +0.2%
KPWS
109
Kestra Private Wealth Services
Texas
$309K -$6.91K -112 -2%
AA
110
ACT Advisors
North Carolina
$304K -$51.4K -833 -14%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$302K – – –
Cerity Partners
112
Cerity Partners
New York
$292K +$292K +4,727 New
CIAS
113
CFS Investment Advisory Services
New Jersey
$289K -$15.2K -247 -5%
IAIM
114
International Assets Investment Management
Florida
$288K -$11.4K -184 -4%
MCM
115
MAI Capital Management
Ohio
$285K – – –
PCFFS
116
Pacific Center for Financial Services
California
$279K +$1.36K +22 +0.5%
MF
117
Meridian Financial
Massachusetts
$278K – – –
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$277K – – –
HNWAG
119
High Net Worth Advisory Group
Florida
$275K – – –
LT
120
Legacy Trust
Michigan
$272K – – –
MFGM
121
Marshall Financial Group (Maryland)
Maryland
$272K -$27.9K -452 -9%
ADL
122
Asset Dedication LLC
California
$264K – – –
SM
123
Sensible Money
Arizona
$264K – – –
PB
124
Pinnacle Bancorp
Nebraska
$259K – – –
RIS
125
Richmond Investment Services
Wisconsin
$257K -$54K -875 -17%
3 4
5
6 7