XMLV icon

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
BLC
151
Brown, Lisle/Cummings
Rhode Island
$180K
AAP
152
Arax Advisory Partners
Colorado
$150K
RIL
153
Rothschild Investment LLC
Illinois
$123K
HBW
154
Hazlett, Burt & Watson
West Virginia
$120K
GWP
155
Gen-Wealth Partners
Michigan
$113K
William Blair & Company
156
William Blair & Company
Illinois
$86K
US Bancorp
157
US Bancorp
Minnesota
$84.7K
T
158
Transce3nd
Texas
$84.7K
Comerica Bank
159
Comerica Bank
Texas
$83.7K
EWM
160
Evolution Wealth Management
Florida
$58K
FRA
161
Front Row Advisors
California
$57.7K
GRP
162
Global Retirement Partners
California
$53.3K
EWA
163
EverSource Wealth Advisors
Alabama
$53K
MSWA
164
Marshall & Sterling Wealth Advisors
New York
$42.8K
TSMHT
165
Thurston Springer Miller Herd & Titak
Indiana
$40.6K
AWM
166
AE Wealth Management
Kansas
$38.4K
CCMI
167
Creative Capital Management Investments
California
$36.3K
GWM
168
Geneos Wealth Management
Colorado
$32.7K
CAL
169
Capital Advisors Ltd
Ohio
$32K
DFA
170
DHJJ Financial Advisors
Illinois
$31.8K
IA
171
IFP Advisors
Florida
$29K
CFP
172
Comprehensive Financial Planning
Pennsylvania
$28.4K
RFG
173
REAP Financial Group
Texas
$27.4K
CSB
174
City State Bank
Iowa
$26.3K
CI
175
CX Institutional
Indiana
$25K