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Invesco S&P MidCap Low Volatility ETF

192 hedge funds and large institutions have $398M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $12.9M

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 194192 (-2)

2.25% less ownership

Funds ownership: 55.17%52.93% (-2.2%)

11% less capital invested

Capital invested by funds: $448M → $398M (-$50.7M)

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
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
18
Increased
58
Reduced
73
Closed
19
Calls
$46.1M
Puts
$12.9M
Net Calls
+$33.2M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$42.1M +$4.36M +69,346 +11%
Morgan Stanley
2
Morgan Stanley
New York
$38.6M +$1.15M +18,329 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$29.6M -$4.25M -67,695 -12%
BCM
4
Brookstone Capital Management
Illinois
$18.5M -$1.04M -16,517 -5%
UBS Group
5
UBS Group
Switzerland
$18.5M -$92.5K -1,473 -0.5%
DC
6
Dorval Corp
Minnesota
$15.8M +$573K +9,127 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.5M -$2.98M -47,398 -17%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$13.3M +$357K +5,677 +3%
Ameriprise
9
Ameriprise
Minnesota
$11.4M -$1.75M -27,828 -13%
Raymond James Financial
10
Raymond James Financial
Florida
$11.2M -$2.04M -32,447 -15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.9M -$535K -8,524 -5%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$10.3M +$685K +10,904 +7%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$8.85M +$669K +10,647 +8%
MFG
14
Merit Financial Group
Georgia
$8.5M +$8.33M +132,629 +3,691%
PP
15
PFS Partners
New Jersey
$7.98M -$84.6K -1,347 -1%
Bank of America
16
Bank of America
North Carolina
$7.59M -$255K -4,068 -3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$7.3M -$278K -4,425 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.9M +$1.26M +20,127 +27%
Wells Fargo
19
Wells Fargo
California
$5.57M -$743K -11,836 -12%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.51M +$998K +15,884 +22%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.06M +$318K +5,062 +7%
PMG
22
ProVise Management Group
Florida
$4.46M +$424K +6,757 +10%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.06M -$663K -10,560 -14%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.27M -$67.5K -1,075 -2%
LI
25
LMCG Investments
Massachusetts
$2.67M +$142K +2,259 +6%