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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
LPL Financial
1
LPL Financial
California
$38.4M +$12.9M +212,906 +52%
Morgan Stanley
2
Morgan Stanley
New York
$36.9M +$486K +8,004 +1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$33M +$5M +82,340 +18%
BCM
4
Brookstone Capital Management
Illinois
$19.9M -$1.29M -21,257 -6%
UBS Group
5
UBS Group
Switzerland
$19.5M +$1.03M +16,940 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.1M +$417K +6,862 +2%
DC
7
Dorval Corp
Minnesota
$14.4M +$14.2M +234,236 New
Ameriprise
8
Ameriprise
Minnesota
$13.9M +$170K +2,801 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.4M -$2.43M -40,039 -16%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$12.7M -$1.74M -28,710 -12%
Raymond James Financial
11
Raymond James Financial
Florida
$11.9M +$1.06M +17,497 +10%
Stifel Financial
12
Stifel Financial
Missouri
$11.1M +$8.76M +144,294 +398%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$9.09M +$278K +4,579 +3%
AWP
14
Avid Wealth Partners
Texas
$8.66M +$1.69M +27,892 +25%
JP Morgan Chase
15
JP Morgan Chase
New York
$8.65M +$1.73M +28,497 +26%
PP
16
PFS Partners
New Jersey
$7.95M +$21.9K +361 +0.3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$7.91M -$302K -4,975 -4%
OPPS
18
Obsidian Personal Planning Solutions
Maryland
$7.7M +$164K +2,705 +2%
Wells Fargo
19
Wells Fargo
California
$7.06M +$602K +9,913 +9%
Bank of America
20
Bank of America
North Carolina
$6.96M +$206K +3,391 +3%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$6.93M +$1.36M +22,477 +25%
MWM
22
MorganRosel Wealth Management
Colorado
$6.04M +$5.16M +84,941 +655%
NA
23
NewEdge Advisors
Louisiana
$5.94M +$1.52M +24,996 +35%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.39M -$237K -3,909 -4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$5.04M +$301K +4,951 +6%

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.