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Invesco S&P MidCap Low Volatility ETF

191 hedge funds and large institutions have $396M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

12% less capital invested

Capital invested by funds: $448M → $396M (-$52.5M)

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
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.1M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evolution Wealth Management
Florida
$58.6K
FRA
152
Front Row Advisors
California
$58.3K
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.8K
LFG
154
Larson Financial Group
Missouri
$38.6K
AWM
155
AE Wealth Management
Kansas
$38.6K
MSWA
156
Marshall & Sterling Wealth Advisors
New York
$36.6K
GWM
157
Geneos Wealth Management
Colorado
$33.1K
CAL
158
Capital Advisors Ltd
Ohio
$33K
FHA
159
Flagship Harbor Advisors
Massachusetts
$32.7K
DFA
160
DHJJ Financial Advisors
Illinois
$32.6K
IA
161
IFP Advisors
Florida
$29.3K
CFP
162
Comprehensive Financial Planning
Pennsylvania
$29.1K
BW
163
Basepoint Wealth
Iowa
$28.6K
CSB
164
City State Bank
Iowa
$26.6K
CI
165
CX Institutional
Indiana
$25K
RF
166
Roxbury Financial
New Jersey
$19K
SWM
167
SHP Wealth Management
Massachusetts
$17.5K
TCOV
168
Trust Company of Vermont
Vermont
$15.6K
CIAS
169
Capital Investment Advisory Services
North Carolina
$14.2K
MIA
170
Milestone Investment Advisors
Wisconsin
$14K
William Blair & Company
171
William Blair & Company
Illinois
$13.7K
CFD
172
Creative Financial Designs
Indiana
$11.1K
SWM
173
Spire Wealth Management
Virginia
$9.04K
TFGT
174
TS Financial Group (TSFG)
Illinois
$9K
SAG
175
SageView Advisory Group
California
$8.42K