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Invesco S&P MidCap Low Volatility ETF

190 hedge funds and large institutions have $396M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
190
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
$46.1M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHCP
176
Hilton Head Capital Partners
South Carolina
$8.18K
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$6.36K
BFO
178
Biltmore Family Office
North Carolina
$6.24K
OAJ
179
Ogorek Anthony Joseph
New York
$6K
WTC
180
WhitTier Trust Company
Nevada
$5.37K
CA
181
CoreCap Advisors
Michigan
$4.74K
DIP
182
DT Investment Partners
Pennsylvania
$4.62K
KFG
183
Kingdom Financial Group
Arizona
$4.21K
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$3.74K
AssetMark Inc
185
AssetMark Inc
California
$2.93K
BTI
186
Blue Trust Inc
Georgia
$1.93K
WWMSC
187
Wagner Wealth Management (South Carolina)
South Carolina
$1.56K
Russell Investments Group
188
Russell Investments Group
United Kingdom
$312
PWM
189
Provident Wealth Management
Tennessee
$125
SS
190
Sunbelt Securities
Texas
$31
AWP
191
Avid Wealth Partners
Texas
Citadel Advisors
192
Citadel Advisors
Florida
Invesco
193
Invesco
Georgia
FTUS
194
Flow Traders U.S.
New York
AF
195
Allworth Financial
California
Truist Financial
196
Truist Financial
North Carolina
IWM
197
IHT Wealth Management
Illinois
CI
198
CPR Investments
Michigan
MFGM
199
Marshall Financial Group (Maryland)
Maryland
GRP
200
Global Retirement Partners
California