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Invesco S&P MidCap Low Volatility ETF

202 hedge funds and large institutions have $447M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SM
126
Sensible Money
Arizona
$264K
ADL
127
Asset Dedication LLC
California
$264K
PB
128
Pinnacle Bancorp
Nebraska
$259K
FA
129
Faithward Advisors
Pennsylvania
$254K
SA
130
SRH Advisors
Kansas
$251K
AA
131
ACT Advisors
North Carolina
$251K
SA
132
Sovran Advisors
California
$251K
IA
133
Inspire Advisors
Idaho
$243K
MCC
134
Money Concepts Capital
Florida
$237K
MFGM
135
Marshall Financial Group (Maryland)
Maryland
$236K
GAA
136
Global Assets Advisory
Florida
$234K
Truist Financial
137
Truist Financial
North Carolina
$228K
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$221K
MFG
139
Merit Financial Group
Georgia
$221K
IWM
140
IHT Wealth Management
Illinois
$221K
LI
141
LVZ Inc
Michigan
$211K
CI
142
CPR Investments
Michigan
$211K
TC
143
Trilogy Capital
California
$208K
CWM
144
Congress Wealth Management
Massachusetts
$206K
SPIA
145
Steward Partners Investment Advisory
New York
$205K
BCG
146
Bravias Capital Group
New Jersey
$205K
TFS
147
Thoroughbred Financial Services
Tennessee
$202K
RFN
148
Redwood Financial Network
Ohio
$202K
EWA
149
EP Wealth Advisors
California
$195K
RI
150
Ridgewood Investments
New Jersey
$180K