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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

194 hedge funds and large institutions have $403M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
65
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Avid Wealth Partners
Texas
$6.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.96M
5
WI
5
WBI Investments
New Jersey
$3.18M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
DC
2
Dorval Corp
Minnesota
$0
3
EH
3
Equitable Holdings
New York
$3.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Faithward Advisors
Pennsylvania
$254K +$370 +6 +0.1%
AF
127
Allworth Financial
California
$254K +$14.4K +239 +6%
SA
128
SRH Advisors
Kansas
$252K -$130K -2,100 -34%
JWCA
129
J.W. Cole Advisors
Florida
$230K -$131K -2,122 -36%
Truist Financial
130
Truist Financial
North Carolina
$230K +$3.33K +54 +1%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$222K +$9.08K +147 +4%
IWM
132
IHT Wealth Management
Illinois
$221K +$247 +4 +0.1%
MFG
133
Merit Financial Group
Georgia
$221K +$926 +15 +0.4%
RFN
134
Redwood Financial Network
Ohio
$213K -$5.25K -85 -2%
MCM
135
Mainstay Capital Management
Michigan
$212K – – –
LI
136
LVZ Inc
Michigan
$211K – – –
SPIA
137
Steward Partners Investment Advisory
New York
$210K -$7.41K -120 -3%
TC
138
Trilogy Capital
California
$208K – – –
CWM
139
Congress Wealth Management
Massachusetts
$205K +$205K +3,318 New
TFS
140
Thoroughbred Financial Services
Tennessee
$202K +$202K +3,285 New
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$199K -$11.9K -215 -6%
EWA
142
EP Wealth Advisors
California
$195K -$9.44K -153 -5%
HBW
143
Hazlett, Burt & Watson
West Virginia
$182K +$1.48K +24 +0.8%
RI
144
Ridgewood Investments
New Jersey
$181K -$7.28K -118 -4%
BLC
145
Brown, Lisle/Cummings
Rhode Island
$179K +$432 +7 +0.2%
SIM
146
Synergy Investment Management
Florida
$155K -$30.9K -500 -17%
AAP
147
Arax Advisory Partners
Colorado
$150K -$802 -13 -0.5%
RIL
148
Rothschild Investment LLC
Illinois
$123K – – –
GWP
149
Gen-Wealth Partners
Michigan
$113K – – –
PS
150
Principal Securities
Iowa
$112K – – –
4 5
6
7 8