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Invesco S&P MidCap Low Volatility ETF

189 hedge funds and large institutions have $396M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.1M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$366K
CFS
102
Commonwealth Financial Services
West Virginia
$354K
ALA
103
Atlas Legacy Advisors
California
$348K
AWM
104
Axxcess Wealth Management
California
$348K
P
105
&Partners
Tennessee
$336K
PAS
106
Park Avenue Securities
New York
$324K
AAS
107
Ameritas Advisory Services
Nebraska
$314K
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$306K
DADC
109
D.A. Davidson & Co
Montana
$301K
TWM
110
TopTier Wealth Management
Wisconsin
$285K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$280K
OIA
112
OneDigital Investment Advisors
Kansas
$280K
PCFFS
113
Pacific Center for Financial Services
California
$279K
HNWAG
114
High Net Worth Advisory Group
Florida
$278K
LT
115
Legacy Trust
Michigan
$275K
MF
116
Meridian Financial
Massachusetts
$275K
AFP
117
ATX Financial Planning
Texas
$273K
EPW
118
Evolve Private Wealth
California
$271K
ADL
119
Asset Dedication LLC
California
$267K
SM
120
Sensible Money
Arizona
$267K
IAIM
121
International Assets Investment Management
Florida
$264K
Cerity Partners
122
Cerity Partners
New York
$264K
PB
123
Pinnacle Bancorp
Nebraska
$262K
MCM
124
MAI Capital Management
Ohio
$260K
CIAS
125
CFS Investment Advisory Services
New Jersey
$260K