XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

67 hedge funds and large institutions have $350M invested in Invesco S&P MidCap Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
30
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$49.1M
2
AG
2
Advisor Group
Arizona
$9.45M
3
Wells Fargo
3
Wells Fargo
California
$26.8M
4
LPL Financial
4
LPL Financial
California
$23.7M
5
MFS
5
MSI Financial Services
Massachusetts
$16.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.2M
2
HNB
2
Huntington National Bank
Ohio
$5.22M
3
Invesco
3
Invesco
Georgia
$47.6M
4
EC
4
Estate Counselors
Wisconsin
$3.53M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
26
United Services Automobile Association
Texas
$1.94M +$1.94M +50,000 New
PAS
27
Partnervest Advisory Services
California
$1.51M +$161K +4,135 +12%
CA
28
Cetera Advisors
Colorado
$1.45M +$28.4K +732 +2%
AFP
29
Ausdal Financial Partners
Iowa
$1.39M +$1.39M +35,701 New
CAL
30
Capital Analysts LLC
Pennsylvania
$944K +$743K +19,122 +369%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$656K -$662K -17,037 -50%
FA
32
FDx Advisors
Illinois
$513K +$513K +13,192 New
SPC
33
Sigma Planning Corp
Michigan
$442K +$28.9K +744 +7%
CCP
34
Cardan Capital Partners
Colorado
$424K -$143K -3,667 -25%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$372K -$91.7K -2,360 -20%
CAN
36
Cetera Advisor Networks
California
$368K +$161K +4,156 +78%
Axa
37
Axa
France
$344K +$9.72K +250 +3%
CWM
38
Cornerstone Wealth Management
Missouri
$329K +$329K +8,585 New
DAS
39
Dynamic Advisor Solutions
Arizona
$315K +$34.1K +878 +12%
CFA
40
Carroll Financial Associates
North Carolina
$298K +$15.1K +388 +5%
FHC
41
First Heartland Consultants
Missouri
$292K -$75.6K -1,943 -21%
VC
42
Vicus Capital
Pennsylvania
$253K +$253K +6,517 New
LI
43
LVZ Inc
Michigan
$233K – – –
Stifel Financial
44
Stifel Financial
Missouri
$229K +$229K +5,810 New
FAAS
45
First Allied Advisory Services
California
$228K +$228K +5,869 New
DADC
46
D.A. Davidson & Co
Montana
$226K +$165K +4,252 +268%
AW
47
ACG Wealth
Georgia
$222K +$78 +2 +0%
WEC
48
Winslow Evans & Crocker
Massachusetts
$220K +$162K +4,172 +278%
TSS
49
Two Sigma Securities
New York
$207K +$207K +5,334 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$201K -$219K -5,644 -52%
1
2
3