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Invesco S&P MidCap Low Volatility ETF

194 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, 64 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:

4% less funds holding

Funds holding: 202194 (-8)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
194
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
KPWS
126
Kestra Private Wealth Services
Texas
$265K
CIAS
127
CFS Investment Advisory Services
New Jersey
$264K
FA
128
Faithward Advisors
Pennsylvania
$263K
SA
129
SRH Advisors
Kansas
$259K
TC
130
Trilogy Capital
California
$258K
MCM
131
MAI Capital Management
Ohio
$258K
AA
132
ACT Advisors
North Carolina
$257K
SF
133
Summit Financial
New Jersey
$254K
PAS
134
Park Avenue Securities
New York
$250K
Bank of New York Mellon
135
Bank of New York Mellon
New York
$243K
Truist Financial
136
Truist Financial
North Carolina
$241K
MFG
137
Merit Financial Group
Georgia
$228K
IWM
138
IHT Wealth Management
Illinois
$218K
LI
139
LVZ Inc
Michigan
$217K
CI
140
CPR Investments
Michigan
$217K
NWM
141
Nova Wealth Management
Florida
$212K
TFS
142
Thoroughbred Financial Services
Tennessee
$208K
MFGM
143
Marshall Financial Group (Maryland)
Maryland
$206K
HF
144
HRT Financial
New York
$202K
BLC
145
Brown, Lisle/Cummings
Rhode Island
$185K
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$167K
GRP
147
Global Retirement Partners
California
$149K
RIL
148
Rothschild Investment LLC
Illinois
$127K
HBW
149
Hazlett, Burt & Watson
West Virginia
$125K
GWP
150
Gen-Wealth Partners
Michigan
$117K