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Invesco S&P MidCap Low Volatility ETF
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Overview Fund Activity

203 hedge funds and large institutions have $448M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 10 closing their positions.

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
72
Reduced
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DC
1
Dorval Corp
Minnesota
$14.4M
2
LPL Financial
2
LPL Financial
California
$38.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$11.1M
4
MWM
4
MorganRosel Wealth Management
Colorado
$6.04M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$33M

Top Sellers

1
SWM
1
Sculati Wealth Management
Michigan
$2.84M
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.4M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$12.7M
5
BCM
5
Brookstone Capital Management
Illinois
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$38.4M +$13.1M +212,906 +52%
Morgan Stanley
2
Morgan Stanley
New York
$36.9M +$494K +8,004 +1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$33M +$5.08M +82,340 +18%
BCM
4
Brookstone Capital Management
Illinois
$19.9M -$1.31M -21,257 -6%
UBS Group
5
UBS Group
Switzerland
$19.5M +$1.04M +16,940 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.1M +$423K +6,862 +2%
DC
7
Dorval Corp
Minnesota
$14.4M +$14.4M +234,236 New
Ameriprise
8
Ameriprise
Minnesota
$13.9M +$173K +2,801 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.4M -$2.47M -40,039 -16%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$12.7M -$1.77M -28,710 -12%
Raymond James Financial
11
Raymond James Financial
Florida
$11.9M +$1.08M +17,497 +10%
Stifel Financial
12
Stifel Financial
Missouri
$11.1M +$8.9M +144,294 +398%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$9.09M +$282K +4,579 +3%
AWP
14
Avid Wealth Partners
Texas
$8.66M +$1.72M +27,892 +25%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$8.65M +$1.76M +28,497 +26%
PP
16
PFS Partners
New Jersey
$7.95M +$22.3K +361 +0.3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$7.91M -$307K -4,975 -4%
OPPS
18
Obsidian Personal Planning Solutions
Maryland
$7.7M +$167K +2,705 +2%
Wells Fargo
19
Wells Fargo
California
$7.06M +$611K +9,913 +9%
Bank of America
20
Bank of America
North Carolina
$6.96M +$209K +3,391 +3%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$6.93M +$1.38M +22,477 +25%
MWM
22
MorganRosel Wealth Management
Colorado
$6.04M +$5.24M +84,941 +655%
NA
23
NewEdge Advisors
Louisiana
$5.94M +$1.54M +24,996 +35%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.4M -$241K -3,909 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$5.09M -$356K -5,838 -7%
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