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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

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $403M → $447M (+$43.1M)

4% more funds holding

Funds holding: 194202 (+8)

3.35% more ownership

Funds ownership: 51.27%54.62% (+3.3%)

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
+8
Holders Change %
+4.12%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
71
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
101
Richmond Investment Services
Wisconsin
$404K +$144K +2,372 +57%
CFS
102
Commonwealth Financial Services
West Virginia
$402K -$3.64K -60 -0.9%
DAS
103
Dynamic Advisor Solutions
Arizona
$401K +$4.25K +70 +1%
IAS
104
Insigneo Advisory Services
Florida
$395K +$2.49K +41 +0.6%
NWM
105
Nova Wealth Management
Florida
$391K +$377K +6,207 +4,849%
AWM
106
Accel Wealth Management
Iowa
$382K +$17.7K +292 +5%
PFA
107
Petra Financial Advisors
Colorado
$382K +$789 +13 +0.2%
DIA
108
Dana Investment Advisors
Wisconsin
$377K
HIS
109
Harvest Investment Services
Illinois
$375K +$3.34K +55 +0.9%
ALA
110
Atlas Legacy Advisors
California
$349K -$4.67K -77 -1%
Creative Planning
111
Creative Planning
Kansas
$347K +$20.4K +336 +6%
KWM
112
Kingsview Wealth Management
Oregon
$344K -$34.4K -567 -9%
P
113
&Partners
Tennessee
$342K +$13.7K +225 +4%
DADC
114
D.A. Davidson & Co
Montana
$310K -$12.4K -204 -4%
KPWS
115
Kestra Private Wealth Services
Texas
$287K -$21.3K -350 -7%
MCM
116
MAI Capital Management
Ohio
$285K
CIAS
117
CFS Investment Advisory Services
New Jersey
$283K -$5.77K -95 -2%
HF
118
HRT Financial
New York
$280K +$277K +4,556 New
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 -$393K -6,467 -59%
IAIM
123
International Assets Investment Management
Florida
$270K -$17.7K -292 -6%
PCFFS
124
Pacific Center for Financial Services
California
$270K -$8.26K -136 -3%
AF
125
Allworth Financial
California
$266K +$5.04K +83 +2%

XMLV Hedge Fund Activity: Q2 2025 in Review

202 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2025, worth a combined $447M — up 11% from $403M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMLV positions and 11 closed out — a net gain of 9 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Dorval Corp, opening a new position worth an estimated $14.2M. The largest seller was Sculati Wealth Management, cutting an estimated $5.85M.

  • 202 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2025, up from 194 in Q1 2025.
  • Funds reported $447M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2025 and 11 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2025 was Dorval Corp, an estimated $14.2M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q2 2025.