XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

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
Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
2.48%
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
1
Commonwealth Equity Services
Massachusetts
$19.9M
2
LPL Financial
2
LPL Financial
California
$35.8M
3
Wells Fargo
3
Wells Fargo
California
$48.6M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$4.58M
5
Ameriprise
5
Ameriprise
Minnesota
$33.9M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$25.5M
2
HNB
2
Huntington National Bank
Ohio
$7.66M
3
NPC
3
National Planning Corporation
California
$0
4
Jane Street
4
Jane Street
New York
$255K
5
TSS
5
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
26
Ballast Inc
Kentucky
$3M +$3M +66,066 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.81M -$61.4K -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 -$91.3K -2,013 -4%
CA
31
Cetera Advisors
Colorado
$2.2M +$61.2K +1,349 +3%
PAG
32
Private Advisory Group
Washington
$2.16M -$98.2K -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 -$99.4K -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 -$660K -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 -$73.6K -1,633 -6%
CC
43
Cedar Capital
Illinois
$1.02M +$953 +21 +0.1%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$950K +$132K +2,907 +16%
PWM
45
Paulson Wealth Management
Illinois
$931K +$931K +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 -$91.9K -2,025 -10%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$763K +$763K +16,808 New
1
2
3 4 5