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Invesco S&P MidCap Low Volatility ETF
XMLV

109 hedge funds and large institutions have $530M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

25% more funds holding

Funds holding: 87 → 109 (+22)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more capital invested

Capital invested by funds: $480M → $530M (+$50.5M)

0.61% less ownership

Funds ownership: 41.97% → 41.36% (-0.61%)

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
30
Increased
37
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.57M
2
LPL Financial
LPL Financial
California
+$7.31M
3
Wells Fargo
Wells Fargo
California
+$3.67M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$3.55M
5
Ameriprise
Ameriprise
Minnesota
+$3.38M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.97M
2
NPC
National Planning Corporation
California
-$5.28M
3
Jane Street
Jane Street
New York
-$4.39M
4
TSS
Two Sigma Securities
New York
-$1.55M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
26
Ballast Inc
Kentucky
$3M +$2.99M +66,066 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.81M -$61.3K -1,352 -2%
UCFA
28
United Capital Financial Advisors
Texas
$2.43M -$181K -3,986 -7%
USAA
29
United Services Automobile Association
Texas
$2.27M – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.22M -$91.2K -2,013 -4%
CA
31
Cetera Advisors
Colorado
$2.2M +$61.1K +1,349 +3%
PAG
32
Private Advisory Group
Washington
$2.16M -$98.1K -2,164 -4%
LNC
33
Lincoln National Corp
Pennsylvania
$2.13M +$1.07M +23,590 +101%
PAS
34
Partnervest Advisory Services
California
$2.11M -$116K -2,557 -5%
Axa
35
Axa
France
$2.07M -$99.2K -2,190 -5%
FA
36
FDx Advisors
Illinois
$1.99M +$414K +9,128 +26%
GA
37
Gateway Advisory
New Jersey
$1.89M -$11.8K -260 -0.6%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.8M +$381K +8,405 +27%
FAAS
39
First Allied Advisory Services
California
$1.6M -$658K -14,520 -29%
CAAS
40
Capital Asset Advisory Services
Michigan
$1.53M -$403K -8,888 -21%
CAN
41
Cetera Advisor Networks
California
$1.17M +$131K +2,897 +13%
Stifel Financial
42
Stifel Financial
Missouri
$1.15M -$74K -1,633 -6%
CC
43
Cedar Capital
Illinois
$1.02M +$952 +21 +0.1%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$950K +$132K +2,907 +16%
PWM
45
Paulson Wealth Management
Illinois
$931K +$930K +20,515 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$913K +$26.7K +589 +3%
DADC
47
D.A. Davidson & Co
Montana
$876K +$25.2K +555 +3%
MWM
48
Meridian Wealth Management
Kentucky
$828K – – –
CCM
49
Compton Capital Management
Rhode Island
$791K -$91.8K -2,025 -10%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$763K +$762K +16,808 New
1
2
3 4 5

XMLV Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2017, worth a combined $530M — up 11% from $480M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XMLV positions and 8 closed out — a net gain of 22 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.57M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $9.97M.

  • 109 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $530M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 30 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2017 and 8 closed out, a net change of +22 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2017 was Commonwealth Equity Services, an estimated $7.57M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2017.