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Invesco S&P MidCap Low Volatility ETF

187 hedge funds and large institutions have $380M invested in Invesco S&P MidCap Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.25% more ownership

Funds ownership: 52.93%53.17% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

4% less capital invested

Capital invested by funds: $398M → $380M (-$17.7M)

3% less funds holding

Funds holding: 192187 (-5)

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
66
Reduced
64
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEM
101
Strategic Equity Management
Arizona
$365K -$418K -6,468 -53%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$355K +$73.8K +1,141 +25%
SWGC
103
Summit Wealth Group (Colorado)
Colorado
$353K +$362K +5,606 New
ALA
104
Atlas Legacy Advisors
California
$352K +$323 +5 +0.1%
PAS
105
Park Avenue Securities
New York
$344K +$16.9K +261 +5%
P
106
&Partners
Tennessee
$340K +$323 +5 +0.1%
CFS
107
Commonwealth Financial Services
West Virginia
$327K -$30.8K -477 -8%
AAS
108
Ameritas Advisory Services
Nebraska
$315K -$2.13K -33 -0.7%
JP Morgan Chase
109
JP Morgan Chase
New York
$310K -$59K -912 -16%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$309K +$259 +4 +0.1%
DADC
111
D.A. Davidson & Co
Montana
$306K +$2.13K +33 +0.7%
KPWS
112
Kestra Private Wealth Services
Texas
$292K +$39.2K +607 +15%
TWM
113
TopTier Wealth Management
Wisconsin
$290K +$2.46K +38 +0.8%
OIA
114
OneDigital Investment Advisors
Kansas
$289K +$6.14K +95 +2%
HNWAG
115
High Net Worth Advisory Group
Florida
$280K
PCFFS
116
Pacific Center for Financial Services
California
$279K +$2.65K +41 +0.9%
LT
117
Legacy Trust
Michigan
$278K
MF
118
Meridian Financial
Massachusetts
$278K
AFP
119
ATX Financial Planning
Texas
$276K
EPW
120
Evolve Private Wealth
California
$273K
ADL
121
Asset Dedication LLC
California
$269K
SM
122
Sensible Money
Arizona
$269K
PB
123
Pinnacle Bancorp
Nebraska
$264K
MCM
124
MAI Capital Management
Ohio
$263K
Cerity Partners
125
Cerity Partners
New York
$260K -$6.21K -96 -2%