XMLV icon

Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $448M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 202192 (-10)

17% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 76

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.2M
Puts
$13M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
CFS Investment Advisory Services
New Jersey
$264K
FA
127
Faithward Advisors
Pennsylvania
$263K
SA
128
SRH Advisors
Kansas
$259K
TC
129
Trilogy Capital
California
$258K
MCM
130
MAI Capital Management
Ohio
$258K
AA
131
ACT Advisors
North Carolina
$257K
SF
132
Summit Financial
New Jersey
$254K
PAS
133
Park Avenue Securities
New York
$250K
Bank of New York Mellon
134
Bank of New York Mellon
New York
$243K
Truist Financial
135
Truist Financial
North Carolina
$241K
MFG
136
Merit Financial Group
Georgia
$228K
IWM
137
IHT Wealth Management
Illinois
$218K
LI
138
LVZ Inc
Michigan
$217K
CI
139
CPR Investments
Michigan
$217K
NWM
140
Nova Wealth Management
Florida
$212K
TFS
141
Thoroughbred Financial Services
Tennessee
$208K
MFGM
142
Marshall Financial Group (Maryland)
Maryland
$206K
HF
143
HRT Financial
New York
$202K
BLC
144
Brown, Lisle/Cummings
Rhode Island
$185K
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$167K
GRP
146
Global Retirement Partners
California
$149K
RIL
147
Rothschild Investment LLC
Illinois
$127K
HBW
148
Hazlett, Burt & Watson
West Virginia
$125K
GWP
149
Gen-Wealth Partners
Michigan
$117K
William Blair & Company
150
William Blair & Company
Illinois
$88K