AQR Capital Management
XMLV icon

AQR Capital Management’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

AQR Capital Management’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$557K Hold
8,853
– – ﹤0.01% 3073
2025
Q4 		$552K Hold
8,853
– – ﹤0.01% 2853
2025
Q3 		$563K Hold
8,853
– – ﹤0.01% 2761
2025
Q2 		$546K Hold
8,853
– – ﹤0.01% 2573
2025
Q1 		$546K Hold
8,853
– – ﹤0.01% 2382
2024
Q4 		$538K Hold
8,853
– – ﹤0.01% 2212
2024
Q3 		$540K Hold
8,853
– – ﹤0.01% 2138
2024
Q2 		$489K Hold
8,853
– – ﹤0.01% 2067
2024
Q1 		$499K Buy
+8,853
New +$477K ﹤0.01% 1959

Other funds holding XMLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return