Invesco S&P MidCap Low Volatility ETFXMLV
XMLV
0
Funds holding %
of 6,815 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
1% more funds holding
Funds holding: 184 [Q2] → 185 (+1) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]
3% less capital invested
Capital invested by funds: $422M [Q2] → $407M (-$14.4M) [Q3]
2.8% less ownership
Funds ownership: 51.81% [Q2] → 49.01% (-2.8%) [Q3]
44% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 82
Research analyst outlook
We haven’t received any recent analyst ratings for XMLV.
Financial journalist opinion
Positive
Seeking Alpha
1 week 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.
Negative
Zacks Investment Research
4 months 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.
Neutral
Zacks Investment Research
5 months 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.
Positive
Kiplinger
11 months 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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