We are live on ! Find out more
XMLV icon

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
TC
126
Trilogy Capital
California
$256K
SF
127
Summit Financial
New Jersey
$252K +$194 +3 +0.1%
AA
128
ACT Advisors
North Carolina
$249K -$1.42K -22 -0.6%
FA
129
Faithward Advisors
Pennsylvania
$246K -$16K -248 -6%
HAG
130
HighPoint Advisor Group
Illinois
$242K +$776 +12 +0.3%
SA
131
SRH Advisors
Kansas
$217K -$40.4K -625 -15%
IAIM
132
International Assets Investment Management
Florida
$211K -$57K -881 -21%
LI
133
LVZ Inc
Michigan
$210K -$5.69K -88 -3%
SPIA
134
Steward Partners Investment Advisory
New York
$207K -$320K -4,955 -60%
TFS
135
Thoroughbred Financial Services
Tennessee
$206K
BLC
136
Brown, Lisle/Cummings
Rhode Island
$185K +$517 +8 +0.3%
FFA
137
Farther Finance Advisors
California
$170K +$129 +2 +0.1%
AF
138
Allworth Financial
California
$153K +$157K +2,423 New
SOS
139
Silver Oak Securities
Tennessee
$144K -$63K -974 -30%
RIL
140
Rothschild Investment LLC
Illinois
$126K
HBW
141
Hazlett, Burt & Watson
West Virginia
$125K +$1.1K +17 +0.9%
NWM
142
Nova Wealth Management
Florida
$119K -$49.8K -770 -29%
GWP
143
Gen-Wealth Partners
Michigan
$115K
NA
144
NewEdge Advisors
Louisiana
$115K +$647 +10 +0.5%
AAP
145
Arax Advisory Partners
Colorado
$96.4K -$59K -913 -37%
BlackRock
146
BlackRock
New York
$89.9K +$92.3K +1,427 New
US Bancorp
147
US Bancorp
Minnesota
$87.2K
ASN
148
Advisory Services Network
Georgia
$79.9K +$82.1K +1,269 New
CAL
149
Capital Analysts LLC
Pennsylvania
$65K -$1.35M -20,879 -95%
EWM
150
Evolution Wealth Management
Florida
$59.2K