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Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $398M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $12.9M

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 194192 (-2)

2.25% less ownership

Funds ownership: 55.17%52.93% (-2.2%)

11% less capital invested

Capital invested by funds: $448M → $398M (-$50.7M)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
58
Reduced
73
Closed
19
Calls
$46.1M
Puts
$12.9M
Net Calls
+$33.2M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
101
Richmond Investment Services
Wisconsin
$366K +$942 +15 +0.3%
JP Morgan Chase
102
JP Morgan Chase
New York
$366K -$8.84M -140,834 -96%
CFS
103
Commonwealth Financial Services
West Virginia
$354K -$14.2K -226 -4%
ALA
104
Atlas Legacy Advisors
California
$348K -$6.22K -99 -2%
AWM
105
Axxcess Wealth Management
California
$348K +$350K +5,580 New
P
106
&Partners
Tennessee
$336K -$12K -191 -3%
PAS
107
Park Avenue Securities
New York
$324K +$79.6K +1,267 +32%
AAS
108
Ameritas Advisory Services
Nebraska
$314K -$332K -5,288 -51%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$306K +$502 +8 +0.2%
DADC
110
D.A. Davidson & Co
Montana
$301K -$4.84K -77 -2%
TWM
111
TopTier Wealth Management
Wisconsin
$285K +$287K +4,575 New
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$280K
OIA
113
OneDigital Investment Advisors
Kansas
$280K -$372K -5,928 -57%
PCFFS
114
Pacific Center for Financial Services
California
$279K
HNWAG
115
High Net Worth Advisory Group
Florida
$278K
LT
116
Legacy Trust
Michigan
$275K
MF
117
Meridian Financial
Massachusetts
$275K
AFP
118
ATX Financial Planning
Texas
$273K +$275K +4,382 New
EPW
119
Evolve Private Wealth
California
$271K +$273K +4,342 New
ADL
120
Asset Dedication LLC
California
$267K
SM
121
Sensible Money
Arizona
$267K
IAIM
122
International Assets Investment Management
Florida
$264K -$9.61K -153 -3%
Cerity Partners
123
Cerity Partners
New York
$264K -$14.1K -225 -5%
PB
124
Pinnacle Bancorp
Nebraska
$262K
MCM
125
MAI Capital Management
Ohio
$260K +$7.54K +120 +3%