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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
BLC
151
Brown, Lisle/Cummings
Rhode Island
$180K +$364 +6 +0.2%
AAP
152
Arax Advisory Partners
Colorado
$150K +$911 +15 +0.6%
RIL
153
Rothschild Investment LLC
Illinois
$123K
HBW
154
Hazlett, Burt & Watson
West Virginia
$120K -$60.9K -1,003 -34%
GWP
155
Gen-Wealth Partners
Michigan
$113K
William Blair & Company
156
William Blair & Company
Illinois
$86K -$5.16K -85 -6%
US Bancorp
157
US Bancorp
Minnesota
$84.7K +$9.11K +150 +12%
T
158
Transce3nd
Texas
$84.7K -$4.37K -72 -5%
Comerica Bank
159
Comerica Bank
Texas
$83.7K
EWM
160
Evolution Wealth Management
Florida
$58K +$57.1K +940 New
FRA
161
Front Row Advisors
California
$57.7K
GRP
162
Global Retirement Partners
California
$53.3K +$52.5K +864 New
EWA
163
EverSource Wealth Advisors
Alabama
$53K +$52.2K +860 New
MSWA
164
Marshall & Sterling Wealth Advisors
New York
$42.8K +$364 +6 +0.9%
TSMHT
165
Thurston Springer Miller Herd & Titak
Indiana
$40.6K +$243 +4 +0.6%
AWM
166
AE Wealth Management
Kansas
$38.4K +$5.95K +98 +19%
CCMI
167
Creative Capital Management Investments
California
$36.3K
GWM
168
Geneos Wealth Management
Colorado
$32.7K -$67.8K -1,116 -68%
CAL
169
Capital Advisors Ltd
Ohio
$32K
DFA
170
DHJJ Financial Advisors
Illinois
$31.8K +$31.3K +515 New
IA
171
IFP Advisors
Florida
$29K -$3.83K -63 -12%
CFP
172
Comprehensive Financial Planning
Pennsylvania
$28.4K +$243 +4 +0.9%
RFG
173
REAP Financial Group
Texas
$27.4K +$121 +2 +0.5%
CSB
174
City State Bank
Iowa
$26.3K
CI
175
CX Institutional
Indiana
$25K

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.