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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.4M 589,897 +13,560 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$28M 453,202 +3,103 +0.7%
LPL Financial
3
LPL Financial
California
$25.3M 409,753 +15,888 +4%
BCM
4
Brookstone Capital Management
Illinois
$21.2M 343,519 +1,682 +0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.7M 303,654 -2,012 -0.7%
UBS Group
6
UBS Group
Switzerland
$18.5M 298,972 +533 +0.2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.9M 257,549 -27,744 -10%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$14.4M 233,916 -5,014 -2%
Ameriprise
9
Ameriprise
Minnesota
$13.7M 222,664 +10,103 +5%
Raymond James Financial
10
Raymond James Financial
Florida
$10.9M 176,044 -705 -0.4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$8.82M 142,848 -723 -0.5%
SWM
12
Sculati Wealth Management
Michigan
$8.79M 142,358 +10,818 +8%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$8.22M 133,202 -9,044 -6%
PP
14
PFS Partners
New Jersey
$7.93M 128,485 +2,136 +2%
OPPS
15
Obsidian Personal Planning Solutions
Maryland
$7.33M 122,146 -2,332 -2%
AWP
16
Avid Wealth Partners
Texas
$6.95M 112,586 +112,586 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$6.9M 111,729 +106,810 +2,171%
Bank of America
18
Bank of America
North Carolina
$6.76M 109,534 -917 -0.8%
Wells Fargo
19
Wells Fargo
California
$6.46M 104,646 +4,382 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.64M 91,397 +10,181 +13%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$5.52M 90,148 +32,454 +56%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.51M 89,276 +10,935 +14%
RWP
23
RWA Wealth Partners
Massachusetts
$5.1M 82,565 +82,565 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.74M 76,795 -8,076 -10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.96M 64,107 +64,107 New
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