XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity
63.58 USD
+0.29
0.46%
At close Updated Sep 18, 10:47 AM EDT
1 day
0.46%
5 days
-1.03%
1 month
1.83%
3 months
3.63%
6 months
3.4%
Year to date
4.88%
1 year
5.18%
5 years
51.63%
10 years
93.78%
Financials Asset Management
0
Funds holding %
of 7,463 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $403M [Q1] → $448M (+$44.1M) [Q2]

11% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 65

5% more funds holding

Funds holding: 194 [Q1] → 203 (+9) [Q2]

3.7% more ownership

Funds ownership: 51.27% [Q1] → 54.98% (+3.7%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

See Fund Rankings

Financial journalist opinion

Neutral
ETF Trends
5 months ago
Invesco's Nick Kalivas Talks Factor Strategies at Exchange
During VettaFi's 2025 Exchange conference, asset managers and market experts across the globe gathered to discuss the latest strategies to navigate the market. The VettaFi team caught up with Nick Kalivas, head of factor and core equity ETF strategy at Invesco, to break down which factor strategies could prove advantageous down the line.
Invesco's Nick Kalivas Talks Factor Strategies at Exchange
Positive
Seeking Alpha
8 months ago
XMLV: A Balanced And Low Risk Bet On Mid-Cap Stocks
XMLV offers consistent exposure to the 20% least-volatile stocks in the S&P MidCap 400 Index. Its expense ratio is 0.25% and the ETF has nearly $800 million in assets. The main benefit of the low-volatile strategy is to outperform in drawdowns. My analysis reveals that since its launch in 2013, it's accomplished that goal regularly. Unlike the large-cap segment, less-volatile mid-caps don't sacrifice nearly as much quality compared to their benchmark. In addition, XMLV's value and growth metrics are solid.
XMLV: A Balanced And Low Risk Bet On Mid-Cap Stocks
Negative
Zacks Investment Research
1 year ago
Navigate the September Swoon With These Low Volatility ETFs
Wall Street falters at the start of September, raising the appeal for low-volatility products.
Navigate the September Swoon With These Low Volatility ETFs
Neutral
Zacks Investment Research
1 year ago
Low Volatility ETFs Shining Halfway Through Q3
Low-volatility ETFs have the potential to outpace the broader market in bearish conditions or in an uncertain environment, providing significant protection to the portfolio.
Low Volatility ETFs Shining Halfway Through Q3
Positive
Kiplinger
1 year ago
Best Low-Volatility ETFs for When the Market is a Roller Coaster
It's been a volatile few years for the stock market, and that has investors sniffing out low-volatility ETFs. Just understand their strengths and their limitations.
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