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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

194 hedge funds and large institutions have $403M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
65
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Avid Wealth Partners
Texas
$6.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.96M
5
WI
5
WBI Investments
New Jersey
$3.18M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
DC
2
Dorval Corp
Minnesota
$0
3
EH
3
Equitable Holdings
New York
$3.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
176
Larson Financial Group
Missouri
$14K +$123 +2 +0.9%
SIS
177
Sound Income Strategies
Florida
$13.6K +$6.9K +112 +103%
DWM
178
Darwin Wealth Management
Florida
$12.6K – – –
BFO
179
Biltmore Family Office
North Carolina
$12.3K – – –
CFD
180
Creative Financial Designs
Indiana
$11K – – –
TFGT
181
TS Financial Group (TSFG)
Illinois
$9K – – –
NWM
182
Nova Wealth Management
Florida
$7.9K +$7.9K +128 New
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$6.3K – – –
NC
184
North Capital
Utah
$6.17K +$6.17K +100 New
OAJ
185
Ogorek Anthony Joseph
New York
$6K – – –
CA
186
CoreCap Advisors
Michigan
$4.69K – – –
SWM
187
Spire Wealth Management
Virginia
$4.32K – – –
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$3.7K – – –
Russell Investments Group
189
Russell Investments Group
United Kingdom
$2.28K +$2.28K +37 New
BTI
190
Blue Trust Inc
Georgia
$1.87K +$1.87K +30 New
WWM
191
Wagner Wealth Management
South Carolina
$1.51K – – –
SS
192
Sunbelt Securities
Texas
$1.45K – – –
PWM
193
Provident Wealth Management
Tennessee
$123 – – –
TRCT
194
Tower Research Capital (TRC)
New York
$62 – – –
Bank of New York Mellon
195
Bank of New York Mellon
New York
– -$23.9M -392,753 Closed
DC
196
Dorval Corp
Minnesota
– -$13.7M -225,111 Closed
IAA
197
Independent Advisor Alliance
North Carolina
– -$1.3M -21,443 Closed
OMC
198
Old Mission Capital
Illinois
– -$1.29M -21,173 Closed
LWM
199
Laidlaw Wealth Management
New York
– -$1.26M -20,766 Closed
WA
200
Waverly Advisors
Alabama
– -$863K -14,193 Closed
5 6 7
8
9