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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

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $403M → $447M (+$43.1M)

4% more funds holding

Funds holding: 194202 (+8)

3.35% more ownership

Funds ownership: 51.27%54.62% (+3.3%)

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
+8
Holders Change %
+4.12%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
71
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
126
Asset Dedication LLC
California
$264K
SM
127
Sensible Money
Arizona
$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 -$52K -856 -17%
SA
132
Sovran Advisors
California
$251K +$246K +4,046 New
IA
133
Inspire Advisors
Idaho
$243K +$239K +3,942 New
MCC
134
Money Concepts Capital
Florida
$237K +$233K +3,843 New
MFGM
135
Marshall Financial Group (Maryland)
Maryland
$236K -$36.7K -605 -14%
GAA
136
Global Assets Advisory
Florida
$234K +$53.9K +888 New
Truist Financial
137
Truist Financial
North Carolina
$228K -$1.34K -22 -0.6%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$221K
MFG
139
Merit Financial Group
Georgia
$221K +$729 +12 +0.3%
IWM
140
IHT Wealth Management
Illinois
$221K +$243 +4 +0.1%
LI
141
LVZ Inc
Michigan
$211K
CI
142
CPR Investments
Michigan
$211K +$208K +3,420 New
TC
143
Trilogy Capital
California
$208K
CWM
144
Congress Wealth Management
Massachusetts
$206K +$1.09K +18 +0.5%
SPIA
145
Steward Partners Investment Advisory
New York
$205K -$5.16K -85 -2%
BCG
146
Bravias Capital Group
New Jersey
$205K +$201K +3,318 New
TFS
147
Thoroughbred Financial Services
Tennessee
$202K
RFN
148
Redwood Financial Network
Ohio
$202K -$11.1K -183 -5%
EWA
149
EP Wealth Advisors
California
$195K
RI
150
Ridgewood Investments
New Jersey
$180K

XMLV Hedge Fund Activity: Q2 2025 in Review

202 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2025, worth a combined $447M — up 11% from $403M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMLV positions and 11 closed out — a net gain of 9 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Dorval Corp, opening a new position worth an estimated $14.2M. The largest seller was Sculati Wealth Management, cutting an estimated $5.85M.

  • 202 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2025, up from 194 in Q1 2025.
  • Funds reported $447M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2025 and 11 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2025 was Dorval Corp, an estimated $14.2M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q2 2025.