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Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $398M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $12.9M

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 194192 (-2)

2.25% less ownership

Funds ownership: 55.17%52.93% (-2.2%)

11% less capital invested

Capital invested by funds: $448M → $398M (-$50.7M)

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
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
58
Reduced
73
Closed
19
Calls
$46.1M
Puts
$12.9M
Net Calls
+$33.2M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$73.2K -$8.29K -132 -10%
EWM
152
Evolution Wealth Management
Florida
$58.6K
FRA
153
Front Row Advisors
California
$58.3K
LWANC
154
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.8K +$40.1K +638 New
LFG
155
Larson Financial Group
Missouri
$38.6K -$126 -2 -0.3%
AWM
156
AE Wealth Management
Kansas
$38.6K +$63 +1 +0.2%
MSWA
157
Marshall & Sterling Wealth Advisors
New York
$36.6K +$188 +3 +0.5%
GWM
158
Geneos Wealth Management
Colorado
$33.1K
CAL
159
Capital Advisors Ltd
Ohio
$33K
FHA
160
Flagship Harbor Advisors
Massachusetts
$32.7K +$33K +525 New
DFA
161
DHJJ Financial Advisors
Illinois
$32.6K +$251 +4 +0.8%
IA
162
IFP Advisors
Florida
$29.3K
CFP
163
Comprehensive Financial Planning
Pennsylvania
$29.1K +$188 +3 +0.6%
BW
164
Basepoint Wealth
Iowa
$28.6K +$28.8K +458 New
CSB
165
City State Bank
Iowa
$26.6K
CI
166
CX Institutional
Indiana
$25K +$188 +3 +0.7%
RF
167
Roxbury Financial
New Jersey
$19K +$63 +1 +0.3%
SWM
168
SHP Wealth Management
Massachusetts
$17.5K +$17.6K +280 New
TCOV
169
Trust Company of Vermont
Vermont
$15.6K +$15.7K +250 New
CIAS
170
Capital Investment Advisory Services
North Carolina
$14.2K
MIA
171
Milestone Investment Advisors
Wisconsin
$14K -$2.01K -32 -13%
William Blair & Company
172
William Blair & Company
Illinois
$13.7K -$73.2K -1,165 -84%
CFD
173
Creative Financial Designs
Indiana
$11.1K
SWM
174
Spire Wealth Management
Virginia
$9.04K
TFGT
175
TS Financial Group (TSFG)
Illinois
$9K