Invesco S&P MidCap Low Volatility ETF
XMLV
54 hedge funds and large institutions have $315M invested in Invesco S&P MidCap Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
257% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 7
45% more capital invested
Capital invested by funds: $217M → $315M (+$98.5M)
32% more funds holding
Funds holding: 41 → 54 (+13)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8.24% less ownership
Funds ownership: 68.95% → 60.72% (-8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16M |
| 2 |
Morgan Stanley
New York
|
+$15.4M |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$9.36M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.28M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.61M |
| 2 |
AIG
American International Group
New York
|
-$4.11M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.67M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$672K |
| 5 |
Goldman Sachs
New York
|
-$403K |
XMLV Hedge Fund Activity: Q2 2016 in Review
54 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2016, worth a combined $315M — up 45% from $217M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XMLV positions and 4 closed out — a net gain of 14 holders — while 25 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Jane Street, exiting entirely with an estimated $5.61M sold.
- 54 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2016, up from 41 in Q1 2016.
- Funds reported $315M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2016, up 45% quarter-over-quarter.
- 18 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2016 and 4 closed out, a net change of +14 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2016 was Bank of America, an estimated $16M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2016 was Jane Street, an estimated $5.61M sold.
Based on aggregated 13F filings for Q2 2016.