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Invesco S&P MidCap Low Volatility ETF

186 hedge funds and large institutions have $378M invested in Invesco S&P MidCap Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$42.4K
AWM
152
AE Wealth Management
Kansas
$39.2K
LFG
153
Larson Financial Group
Missouri
$39.1K
GWM
154
Geneos Wealth Management
Colorado
$33.4K
DFA
155
DHJJ Financial Advisors
Illinois
$33.2K
CAL
156
Capital Advisors Ltd
Ohio
$33K
DIP
157
DT Investment Partners
Pennsylvania
$30.2K
CFP
158
Comprehensive Financial Planning
Pennsylvania
$29.6K
IA
159
IFP Advisors
Florida
$29.6K
MSWA
160
Marshall & Sterling Wealth Advisors
New York
$29.5K
BW
161
Basepoint Wealth
Iowa
$28.8K
CSB
162
City State Bank
Iowa
$26.9K
CI
163
CX Institutional
Indiana
$26K
HNB
164
Huntington National Bank
Ohio
$19.8K
RF
165
Roxbury Financial
New Jersey
$19.2K
SWM
166
SHP Wealth Management
Massachusetts
$17.6K
CIAS
167
Capital Investment Advisory Services
North Carolina
$14.4K
William Blair & Company
168
William Blair & Company
Illinois
$12.9K
CFD
169
Creative Financial Designs
Indiana
$11.2K
SMBT
170
Southern Michigan Bank & Trust
Michigan
$10.2K
SWM
171
Spire Wealth Management
Virginia
$9.13K
TFGT
172
TS Financial Group (TSFG)
Illinois
$9K
HHCP
173
Hilton Head Capital Partners
South Carolina
$8.3K
SIS
174
Sound Income Strategies
Florida
$8.07K
BFO
175
Biltmore Family Office
North Carolina
$6.3K