We are live on ! Find out more
XMLV icon

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
BFO
176
Biltmore Family Office
North Carolina
$6.3K
OAJ
177
Ogorek Anthony Joseph
New York
$6K
MCA
178
McGuire Capital Advisors
Oklahoma
$5.67K +$5.82K +90 New
CA
179
CoreCap Advisors
Michigan
$4.79K
VAI
180
Vanguard Advisers Inc
Pennsylvania
$4.67K +$4.79K +74 New
AssetMark Inc
181
AssetMark Inc
California
$2.58K -$388 -6 -13%
BTI
182
Blue Trust Inc
Georgia
$1.96K
VNT
183
Vanguard National Trust
Pennsylvania
$1.7K +$1.75K +27 New
WWMSC
184
Wagner Wealth Management (South Carolina)
South Carolina
$1.59K
UBS AM
185
UBS AM
Illinois
$378 +$388 +6 New
Russell Investments Group
186
Russell Investments Group
United Kingdom
$315
PWM
187
Provident Wealth Management
Tennessee
$126
SS
188
Sunbelt Securities
Texas
$32
WI
189
WBI Investments
New Jersey
-$1.43M -22,894 Closed
VF
190
Virtu Financial
New York
-$518K -8,305 Closed
AWM
191
Axxcess Wealth Management
California
-$348K -5,580 Closed
CIAS
192
CFS Investment Advisory Services
New Jersey
-$260K -4,165 Closed
Bank of New York Mellon
193
Bank of New York Mellon
New York
-$248K -3,974 Closed
HF
194
HRT Financial
New York
-$213K -3,419 Closed
EWA
195
EP Wealth Advisors
California
-$202K -3,232 Closed
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
-$39.8K -638 Closed
FHA
197
Flagship Harbor Advisors
Massachusetts
-$32.7K -525 Closed
MIA
198
Milestone Investment Advisors
Wisconsin
-$14K -224 Closed
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
-$6.36K -102 Closed
WTC
200
WhitTier Trust Company
Nevada
-$5.37K -85 Closed