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Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $398M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $12.9M

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 194192 (-2)

2.25% less ownership

Funds ownership: 55.17%52.93% (-2.2%)

11% less capital invested

Capital invested by funds: $448M → $398M (-$50.7M)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
58
Reduced
73
Closed
19
Calls
$46.1M
Puts
$12.9M
Net Calls
+$33.2M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
CFS Investment Advisory Services
New Jersey
$260K -$1.7K -27 -0.6%
FA
127
Faithward Advisors
Pennsylvania
$259K +$879 +14 +0.3%
SA
128
SRH Advisors
Kansas
$254K
TC
129
Trilogy Capital
California
$254K
KPWS
130
Kestra Private Wealth Services
Texas
$252K -$8.29K -132 -3%
SF
131
Summit Financial
New Jersey
$249K +$63 +1 +0%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$248K +$9.92K +158 +4%
AA
133
ACT Advisors
North Carolina
$248K -$4.08K -65 -2%
HAG
134
HighPoint Advisor Group
Illinois
$239K +$240K +3,827 New
JWCA
135
J.W. Cole Advisors
Florida
$236K -$1.44K -23 -0.2%
LI
136
LVZ Inc
Michigan
$213K
HF
137
HRT Financial
New York
$213K +$15.1K +240 +8%
SOS
138
Silver Oak Securities
Tennessee
$206K -$121K -1,933 -37%
TFS
139
Thoroughbred Financial Services
Tennessee
$204K
EWA
140
EP Wealth Advisors
California
$202K +$203K +3,232 New
BLC
141
Brown, Lisle/Cummings
Rhode Island
$182K +$377 +6 +0.2%
FFA
142
Farther Finance Advisors
California
$168K +$88.2K +1,405 +109%
NWM
143
Nova Wealth Management
Florida
$166K -$43K -684 -20%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$160K -$3.89K -62 -2%
AAP
145
Arax Advisory Partners
Colorado
$152K -$4.84M -76,997 -97%
RIL
146
Rothschild Investment LLC
Illinois
$125K
HBW
147
Hazlett, Burt & Watson
West Virginia
$123K +$879 +14 +0.7%
GWP
148
Gen-Wealth Partners
Michigan
$114K
NA
149
NewEdge Advisors
Louisiana
$114K -$6.11M -97,298 -98%
US Bancorp
150
US Bancorp
Minnesota
$86.4K