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Invesco S&P MidCap Low Volatility ETF

202 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, 71 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
101
Richmond Investment Services
Wisconsin
$404K
CFS
102
Commonwealth Financial Services
West Virginia
$402K
DAS
103
Dynamic Advisor Solutions
Arizona
$401K
IAS
104
Insigneo Advisory Services
Florida
$395K
NWM
105
Nova Wealth Management
Florida
$391K
AWM
106
Accel Wealth Management
Iowa
$382K
PFA
107
Petra Financial Advisors
Colorado
$382K
DIA
108
Dana Investment Advisors
Wisconsin
$377K
HIS
109
Harvest Investment Services
Illinois
$375K
ALA
110
Atlas Legacy Advisors
California
$349K
Creative Planning
111
Creative Planning
Kansas
$347K
KWM
112
Kingsview Wealth Management
Oregon
$344K
P
113
&Partners
Tennessee
$342K
DADC
114
D.A. Davidson & Co
Montana
$310K
KPWS
115
Kestra Private Wealth Services
Texas
$287K
MCM
116
MAI Capital Management
Ohio
$285K
CIAS
117
CFS Investment Advisory Services
New Jersey
$283K
HF
118
HRT Financial
New York
$280K
MF
119
Meridian Financial
Massachusetts
$278K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$277K
HNWAG
121
High Net Worth Advisory Group
Florida
$274K
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$272K
IAIM
123
International Assets Investment Management
Florida
$270K
PCFFS
124
Pacific Center for Financial Services
California
$270K
AF
125
Allworth Financial
California
$266K