Invesco S&P MidCap Low Volatility ETF
XMLV
28 hedge funds and large institutions have $37.8M invested in Invesco S&P MidCap Low Volatility ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
45% more capital invested
Capital invested by funds: $26.1M → $37.8M (+$11.7M)
17% more funds holding
Funds holding: 24 → 28 (+4)
4.87% less ownership
Funds ownership: 45.39% → 40.52% (-4.9%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $5K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $3K | +$3.36K | +100 | New |
|
|
VF
28
Virtu Financial
New York
| – | -$591K | -17,988 | Closed |
|
29
Citadel Advisors
Miami,
Florida
| – | -$250K | -7,591 | Closed |
|
|
NPC
30
National Planning Corporation
El Segundo,
California
| – | -$124K | -3,761 | Closed |
|
|
BRWA
31
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$21 | -627 | Closed |
|
XMLV Hedge Fund Activity: Q1 2015 in Review
28 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2015, worth a combined $37.8M — up 45% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XMLV positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $5.85M. The largest seller was Virtu Financial, exiting entirely with an estimated $591K sold.
- 28 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2015, up from 24 in Q4 2014.
- Funds reported $37.8M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2015, up 45% quarter-over-quarter.
- 8 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2015 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2015 was UBS Group, an estimated $5.85M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2015 was Virtu Financial, an estimated $591K sold.
Based on aggregated 13F filings for Q1 2015.