Mercer Global Advisors’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Mercer Global Advisors’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 Q2	$7.14M	Sell	107,604 -1,591	-1%	-$104K	0.01%	714
2026 Q1	$6.88M	Sell	109,195 -7,786	-7%	-$503K	0.01%	639
2025 Q4	$7.3M	Sell	116,981 -4,425	-4%	-$278K	0.01%	589
2025 Q3	$7.72M	Sell	121,406 -6,821	-5%	-$428K	0.01%	529
2025 Q2	$7.91M	Sell	128,227 -4,975	-4%	-$302K	0.02%	449
2025 Q1	$8.22M	Sell	133,202 -9,044	-6%	-$555K	0.02%	406
2024 Q4	$8.65M	Buy	+142,246	New	+$8.89M	0.02%	389
2024 Q1	–	Sell	-155,419	Closed	-$8.27M	–	2159
2023 Q4	$8.27M	Sell	155,419 -10,565	-6%	-$532K	0.02%	349
2023 Q3	$8.16M	Buy	+165,984	New	+$8.57M	0.03%	317
2021 Q1	–	Sell	-257,424	Closed	-$12.4M	–	1682
2020 Q4	$12.4M	Buy	257,424 +12,108	+5%	+$546K	0.15%	98
2020 Q3	$10.2M	Buy	+245,316	New	+$10.4M	0.15%	108
2020 Q2	–	Sell	-230,960	Closed	-$9.2M	–	1190
2020 Q1	$9.2M	Buy	230,960 +203,200	+732%	+$10.1M	0.2%	93
2019 Q4	$1.49M	Buy	+27,760	New	+$1.47M	0.03%	413

Other funds holding XMLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mercer Global Advisors's XMLV Position: Q2 2026 in Review

Mercer Global Advisors reduced its Invesco S&P MidCap Low Volatility ETF (XMLV) stake by 1.5% in Q2 2026, selling an estimated $104K and leaving 107,604 shares worth $7.14M. The position accounts for 0.01% of the portfolio, ranked #714.

Mercer Global Advisors first reported a position in XMLV in Q4 2019 and has held it in 13 quarters since. The position peaked at $12.4M in Q4 2020. 189 funds tracked by Wall St. Rank hold XMLV as of Q2 2026.

Mercer Global Advisors held 107,604 shares of Invesco S&P MidCap Low Volatility ETF worth $7.14M as of Q2 2026.
Mercer Global Advisors sold 1,591 Invesco S&P MidCap Low Volatility ETF shares in Q2 2026, an estimated $104K.
Invesco S&P MidCap Low Volatility ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #714 holding.
Mercer Global Advisors first reported a position in Invesco S&P MidCap Low Volatility ETF in Q4 2019 and has held it in 13 quarters since.
Mercer Global Advisors's Invesco S&P MidCap Low Volatility ETF position peaked at $12.4M in Q4 2020.
189 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.