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Invesco S&P MidCap Low Volatility ETF
XMLV

84 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

12% more funds holding

Funds holding: 75 → 84 (+9)

12% more capital invested

Capital invested by funds: $365M → $408M (+$43.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5.93% less ownership

Funds ownership: 47.72% → 41.79% (-5.9%)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
38
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$9.97M
2
Wells Fargo
Wells Fargo
California
+$9.76M
3
AG
Advisor Group
Arizona
+$5.78M
4
Ameriprise
Ameriprise
Minnesota
+$4.6M
5
LNC
Lincoln National Corp
Pennsylvania
+$4.56M

Top Sellers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
-$4.02M
2
HWP
Hefty Wealth Partners
Indiana
-$2.11M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.89M
4
GA
Gateway Advisory
New Jersey
-$1.69M
5
Invesco
Invesco
Georgia
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$2.4M +$451K +10,810 +24%
PAG
27
Private Advisor Group
New Jersey
$2.23M -$65.1K -1,559 -3%
CAL
28
Capital Analysts LLC
Pennsylvania
$2.17M +$725K +17,375 +51%
USAA
29
United Services Automobile Association
Texas
$2.12M – – –
GA
30
Gateway Advisory
New Jersey
$2.04M -$1.69M -40,545 -46%
Axa
31
Axa
France
$1.97M +$1.59M +38,020 +442%
CWM
32
Concert Wealth Management
California
$1.93M +$1.98M +47,534 New
PAS
33
Partnervest Advisory Services
California
$1.92M +$26.4K +632 +1%
CAAS
34
Capital Asset Advisory Services
Michigan
$1.79M +$1.77M +42,342 New
CA
35
Cetera Advisors
Colorado
$1.76M +$456K +10,919 +35%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.48M +$410K +9,833 +39%
FA
37
FDx Advisors
Illinois
$1.47M +$161K +3,868 +13%
CC
38
Cedar Capital
Illinois
$1.1M – – –
MWM
39
Meridian Wealth Management
Kentucky
$966K +$39.7K +950 +4%
PAG
40
Private Advisory Group
Washington
$922K +$910K +21,797 New
CCP
41
Cardan Capital Partners
Colorado
$861K -$7.6K -182 -0.9%
JP Morgan Chase
42
JP Morgan Chase
New York
$849K +$746K +17,869 +814%
VF
43
Virtu Financial
New York
$838K +$827K +19,801 New
Stifel Financial
44
Stifel Financial
Missouri
$785K +$144K +3,445 +23%
CAN
45
Cetera Advisor Networks
California
$767K +$308K +7,368 +68%
SG Americas Securities
46
SG Americas Securities
New York
$709K +$699K +16,742 New
DADC
47
D.A. Davidson & Co
Montana
$681K +$504K +12,084 +300%
PWS
48
Paragon Wealth Strategies
Florida
$650K +$37.3K +894 +6%
ICOA
49
Investment Centers of America
North Dakota
$594K +$584K +13,986 New
FFA
50
First Foundation Advisors
California
$529K +$522K +12,500 New
1
2
3 4

XMLV Hedge Fund Activity: Q1 2017 in Review

84 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2017, worth a combined $408M — up 12% from $365M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XMLV positions and 6 closed out — a net gain of 10 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $9.97M. The largest seller was Estate Counselors, cutting an estimated $4.02M.

  • 84 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2017, up from 75 in Q4 2016.
  • Funds reported $408M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2017, up 12% quarter-over-quarter.
  • 16 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2017 and 6 closed out, a net change of +10 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $9.97M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2017 was Estate Counselors, an estimated $4.02M sold.

Based on aggregated 13F filings for Q1 2017.