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Invesco S&P MidCap Low Volatility ETF
XMLV

87 hedge funds and large institutions have $480M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 21

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5% more capital invested

Capital invested by funds: $456M → $480M (+$23.9M)

1% more funds holding

Funds holding: 86 → 87 (+1)

0.71% less ownership

Funds ownership: 42.68% → 41.97% (-0.71%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
2.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
44
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$4.1M
2
Jane Street
Jane Street
New York
+$2.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.62M
4
Wells Fargo
Wells Fargo
California
+$2.04M
5
Morgan Stanley
Morgan Stanley
New York
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
-$3.04M
2
RJA
Raymond James & Associates
Florida
-$1.8M
3
TRCT
Tower Research Capital (TRC)
New York
-$1.32M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.23M
5
JP Morgan Chase
JP Morgan Chase
New York
-$841K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.24M +$86.4K +1,985 +4%
USAA
27
United Services Automobile Association
Texas
$2.19M – – –
PAG
28
Private Advisory Group
Washington
$2.19M +$11.2K +257 +0.5%
FAAS
29
First Allied Advisory Services
California
$2.17M +$43.9K +1,009 +2%
PAS
30
Partnervest Advisory Services
California
$2.15M +$24.5K +563 +1%
Axa
31
Axa
France
$2.1M +$24.8K +570 +1%
CA
32
Cetera Advisors
Colorado
$2.07M +$35.5K +816 +2%
CAAS
33
Capital Asset Advisory Services
Michigan
$1.87M +$61.2K +1,405 +3%
GA
34
Gateway Advisory
New Jersey
$1.84M -$247K -5,671 -12%
PAG
35
Private Advisor Group
New Jersey
$1.6M -$471K -10,820 -23%
TSS
36
Two Sigma Securities
New York
$1.55M +$1.53M +35,230 New
FA
37
FDx Advisors
Illinois
$1.53M -$6.36K -146 -0.4%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.38M +$18.2K +418 +1%
Citadel Advisors
39
Citadel Advisors
Florida
$1.3M +$1.29M +29,538 New
Stifel Financial
40
Stifel Financial
Missouri
$1.19M -$84.4K -1,939 -7%
VF
41
Virtu Financial
New York
$1.06M +$608K +13,969 +138%
MIAN
42
Mariner Independent Advisor Network
Kansas
$1.03M +$1.02M +23,476 New
LNC
43
Lincoln National Corp
Pennsylvania
$1.03M -$21.5K -494 -2%
CAN
44
Cetera Advisor Networks
California
$1.01M +$111K +2,539 +12%
CC
45
Cedar Capital
Illinois
$988K – – –
JIP
46
Jaffetilchin Investment Partners
Florida
$892K +$885K +20,325 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$858K -$1.23M -28,312 -59%
CCM
48
Compton Capital Management
Rhode Island
$854K -$10.9K -250 -1%
MWM
49
Meridian Wealth Management
Kentucky
$828K -$69.6K -1,599 -8%
DADC
50
D.A. Davidson & Co
Montana
$822K -$56.6K -1,300 -6%
1
2
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XMLV Hedge Fund Activity: Q3 2017 in Review

87 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2017, worth a combined $480M — up 5.2% from $456M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XMLV positions and 11 closed out — a net gain of 2 holders — while 44 added to existing stakes and 21 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.1M. The largest seller was Advisor Group, cutting an estimated $3.04M.

  • 87 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2017, up from 86 in Q2 2017.
  • Funds reported $480M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2017, up 5.2% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2017 and 11 closed out, a net change of +2 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2017 was Ameriprise, an estimated $4.1M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2017 was Advisor Group, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2017.