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Invesco S&P MidCap Low Volatility ETF

187 hedge funds and large institutions have $380M invested in Invesco S&P MidCap Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.25% more ownership

Funds ownership: 52.93%53.17% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

4% less capital invested

Capital invested by funds: $398M → $380M (-$17.7M)

3% less funds holding

Funds holding: 192187 (-5)

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
66
Reduced
64
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
151
Front Row Advisors
California
$58.9K
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$42.4K +$39.6K +613 +1,022%
AWM
153
AE Wealth Management
Kansas
$39.2K +$194 +3 +0.5%
LFG
154
Larson Financial Group
Missouri
$39.1K +$65 +1 +0.2%
GWM
155
Geneos Wealth Management
Colorado
$33.4K
DFA
156
DHJJ Financial Advisors
Illinois
$33.2K +$259 +4 +0.8%
CAL
157
Capital Advisors Ltd
Ohio
$33K
DIP
158
DT Investment Partners
Pennsylvania
$30.2K +$26.3K +406 +549%
CFP
159
Comprehensive Financial Planning
Pennsylvania
$29.6K +$259 +4 +0.9%
IA
160
IFP Advisors
Florida
$29.6K
MSWA
161
Marshall & Sterling Wealth Advisors
New York
$29.5K -$7.63K -118 -20%
BW
162
Basepoint Wealth
Iowa
$28.8K
CSB
163
City State Bank
Iowa
$26.9K
CI
164
CX Institutional
Indiana
$26K +$194 +3 +0.7%
HNB
165
Huntington National Bank
Ohio
$19.8K
RF
166
Roxbury Financial
New Jersey
$19.2K +$65 +1 +0.3%
SWM
167
SHP Wealth Management
Massachusetts
$17.6K
CIAS
168
Capital Investment Advisory Services
North Carolina
$14.4K
William Blair & Company
169
William Blair & Company
Illinois
$12.9K -$970 -15 -7%
CFD
170
Creative Financial Designs
Indiana
$11.2K
SMBT
171
Southern Michigan Bank & Trust
Michigan
$10.2K +$10.5K +162 New
SWM
172
Spire Wealth Management
Virginia
$9.13K
TFGT
173
TS Financial Group (TSFG)
Illinois
$9K
HHCP
174
Hilton Head Capital Partners
South Carolina
$8.3K +$65 +1 +0.8%
SIS
175
Sound Income Strategies
Florida
$8.07K