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Invesco S&P MidCap Low Volatility ETF

189 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 15 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 ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
189
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
FRA
151
Front Row Advisors
California
$58.3K
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.8K
LFG
153
Larson Financial Group
Missouri
$38.6K
AWM
154
AE Wealth Management
Kansas
$38.6K
MSWA
155
Marshall & Sterling Wealth Advisors
New York
$36.6K
GWM
156
Geneos Wealth Management
Colorado
$33.1K
CAL
157
Capital Advisors Ltd
Ohio
$33K
FHA
158
Flagship Harbor Advisors
Massachusetts
$32.7K
DFA
159
DHJJ Financial Advisors
Illinois
$32.6K
IA
160
IFP Advisors
Florida
$29.3K
CFP
161
Comprehensive Financial Planning
Pennsylvania
$29.1K
BW
162
Basepoint Wealth
Iowa
$28.6K
CSB
163
City State Bank
Iowa
$26.6K
CI
164
CX Institutional
Indiana
$25K
RF
165
Roxbury Financial
New Jersey
$19K
TCOV
166
Trust Company of Vermont
Vermont
$15.6K
CIAS
167
Capital Investment Advisory Services
North Carolina
$14.2K
MIA
168
Milestone Investment Advisors
Wisconsin
$14K
William Blair & Company
169
William Blair & Company
Illinois
$13.7K
CFD
170
Creative Financial Designs
Indiana
$11.1K
SWM
171
Spire Wealth Management
Virginia
$9.04K
TFGT
172
TS Financial Group (TSFG)
Illinois
$9K
SAG
173
SageView Advisory Group
California
$8.42K
SIS
174
Sound Income Strategies
Florida
$8.31K
HHCP
175
Hilton Head Capital Partners
South Carolina
$8.18K