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Invesco S&P MidCap Low Volatility ETF

202 hedge funds and large institutions have $447M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $403M → $447M (+$43.1M)

4% more funds holding

Funds holding: 194202 (+8)

3.35% more ownership

Funds ownership: 51.27%54.62% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
71
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
176
GPS Wealth Strategies Group
Colorado
$24.2K -$41.7K -687 -64%
FFA
177
Farther Finance Advisors
California
$20.8K +$1.76K +29 +9%
MIA
178
Milestone Investment Advisors
Wisconsin
$19.6K
CIAS
179
Capital Investment Advisory Services
North Carolina
$19.5K
RF
180
Roxbury Financial
New Jersey
$18.7K +$61 +1 +0.3%
PS
181
Principal Securities
Iowa
$18.4K -$93.2K -1,535 -84%
LFG
182
Larson Financial Group
Missouri
$14.1K +$61 +1 +0.4%
CFD
183
Creative Financial Designs
Indiana
$11K
SIS
184
Sound Income Strategies
Florida
$10.2K -$3.4K -56 -25%
TIM
185
Total Investment Management
Arizona
$9.99K +$9.84K +162 New
TFGT
186
TS Financial Group (TSFG)
Illinois
$9K
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$6.29K
BFO
188
Biltmore Family Office
North Carolina
$6.17K -$6.07K -100 -50%
NC
189
North Capital
Utah
$6.17K
OAJ
190
Ogorek Anthony Joseph
New York
$6K
AssetMark Inc
191
AssetMark Inc
California
$5.18K -$326K -5,372 -98%
CA
192
CoreCap Advisors
Michigan
$4.69K
SWM
193
Spire Wealth Management
Virginia
$4.32K
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$3.7K
DWM
195
Darwin Wealth Management
Florida
$3.17K -$9.41K -155 -75%
Russell Investments Group
196
Russell Investments Group
United Kingdom
$2.28K
BTI
197
Blue Trust Inc
Georgia
$1.88K
WWMSC
198
Wagner Wealth Management (South Carolina)
South Carolina
$1.52K +$61 +1 +4%
SS
199
Sunbelt Securities
Texas
$1.43K
BFP
200
Briaud Financial Planning
Texas
$1K +$1.4K +23 New

XMLV Hedge Fund Activity: Q2 2025 in Review

202 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2025, worth a combined $447M — up 11% from $403M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMLV positions and 11 closed out — a net gain of 9 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Dorval Corp, opening a new position worth an estimated $14.2M. The largest seller was Sculati Wealth Management, cutting an estimated $5.85M.

  • 202 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2025, up from 194 in Q1 2025.
  • Funds reported $447M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2025 and 11 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2025 was Dorval Corp, an estimated $14.2M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q2 2025.