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Invesco S&P MidCap Low Volatility ETF

187 hedge funds and large institutions have $380M invested in Invesco S&P MidCap Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.25% more ownership

Funds ownership: 52.93%53.17% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

4% less capital invested

Capital invested by funds: $398M → $380M (-$17.7M)

3% less funds holding

Funds holding: 192187 (-5)

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
66
Reduced
64
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.8M +$860K +13,307 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$30.1M +$172K +2,663 +0.6%
LPL Financial
3
LPL Financial
California
$28.9M -$13.9M -215,583 -32%
BCM
4
Brookstone Capital Management
Illinois
$19.3M +$647K +10,000 +3%
UBS Group
5
UBS Group
Switzerland
$18.3M -$393K -6,085 -2%
DC
6
Dorval Corp
Minnesota
$16.5M +$497K +7,689 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16M +$1.38M +21,357 +9%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$12.9M -$621K -9,599 -4%
Ameriprise
9
Ameriprise
Minnesota
$11.6M +$21.7K +335 +0.2%
Raymond James Financial
10
Raymond James Financial
Florida
$11.5M +$157K +2,422 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.8M -$141K -2,181 -1%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$9.67M +$904K +13,978 +10%
MFG
13
Merit Financial Group
Georgia
$9.1M +$536K +8,293 +6%
PP
14
PFS Partners
New Jersey
$8.24M +$190K +2,943 +2%
Bank of America
15
Bank of America
North Carolina
$7.51M -$157K -2,431 -2%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$6.88M -$503K -7,786 -7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.62M +$1.09M +16,793 +19%
Wells Fargo
18
Wells Fargo
California
$5.41M -$227K -3,512 -4%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.73M -$381K -5,898 -7%
PMG
20
ProVise Management Group
Florida
$4.56M +$58.3K +902 +1%
RWP
21
RWA Wealth Partners
Massachusetts
$4.43M +$4.54M +70,277 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.26M -$1.74M -26,886 -28%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.95M -$156K -2,419 -4%
HI
24
Harbour Investments
Wisconsin
$3.18M +$668K +10,332 +26%
LI
25
LMCG Investments
Massachusetts
$3.04M +$357K +5,514 +13%