Invesco S&P MidCap Low Volatility ETF
XMLV
190 hedge funds and large institutions have $1.41B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 43 reducing their positions, and 24 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 43
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
11% more capital invested
Capital invested by funds: $1.27B → $1.41B (+$136M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
6% more funds holding
Funds holding: 180 → 190 (+10)
0.69% less ownership
Funds ownership: 48.88% → 48.19% (-0.69%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$25.2M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$15.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$14.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.5M |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$56.8M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$9.98M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$9.94M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$9.39M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$7.52M |
XMLV Hedge Fund Activity: Q2 2019 in Review
190 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2019, worth a combined $1.41B — up 11% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new XMLV positions and 24 closed out — a net gain of 12 holders — while 90 added to existing stakes and 43 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $25.2M. The largest seller was Horizon Investments, exiting entirely with an estimated $56.8M sold.
- 190 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2019, up from 180 in Q1 2019.
- Funds reported $1.41B of Invesco S&P MidCap Low Volatility ETF stock for Q2 2019, up 11% quarter-over-quarter.
- 36 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2019 and 24 closed out, a net change of +12 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2019 was Wealth Enhancement Advisory Services, an estimated $25.2M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2019 was Horizon Investments, an estimated $56.8M sold.
Based on aggregated 13F filings for Q2 2019.