We are live on ! Find out more
XMLV icon

Invesco S&P MidCap Low Volatility ETF

202 hedge funds and large institutions have $1.05B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.48% less ownership

Funds ownership: 49.44%46.96% (-2.5%)

12% less funds holding

Funds holding: 229202 (-27)

14% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 83

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$197M)

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

56% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 45

Holders
202
Holders Change
-27
Holders Change %
-11.79%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.14%
New
20
Increased
71
Reduced
83
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
26
Spectrum Wealth Advisory Group
California
$7.96M +$6.72M +162,705 +549%
FNBT
27
FineMark National Bank & Trust
Florida
$7.79M -$395K -9,565 -5%
EH
28
Equitable Holdings
New York
$7.58M +$388K +9,389 +5%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$7.42M +$634K +15,340 +9%
22CM
30
20/20 Capital Management
California
$6.7M -$4.08M -98,850 -39%
CCP
31
Cardan Capital Partners
Colorado
$6.12M +$6.11M +147,860 New
PAG
32
Private Advisor Group
New Jersey
$5.82M +$210K +5,086 +4%
HGWM
33
Harvest Group Wealth Management
Massachusetts
$5.82M +$69.7K +1,686 +1%
AAP
34
Arax Advisory Partners
Colorado
$5.48M -$3.66M -88,528 -40%
APA
35
American Portfolios Advisors
New York
$5.37M -$213K -5,147 -4%
PCFFS
36
Pacific Center for Financial Services
California
$5.36M -$4.87M -117,932 -48%
Stifel Financial
37
Stifel Financial
Missouri
$5.3M -$3.66M -88,613 -41%
PS
38
Portfolio Solutions
Michigan
$5.1M +$240K +5,801 +5%
HNB
39
Huntington National Bank
Ohio
$4.59M
LWAC
40
Laurel Wealth Advisors (California)
California
$4.58M +$1.35M +32,591 +42%
BI
41
Ballast Inc
Kentucky
$4.21M +$205K +4,956 +5%
MI
42
Moneywise Inc
Virginia
$4.15M -$1.27M -30,837 -24%
SCA
43
Snowden Capital Advisors
New York
$3.91M -$21K -509 -0.5%
JWM
44
Janiczek Wealth Management
Colorado
$3.79M -$12.2M -295,764 -76%
LSPW
45
Lake Street Private Wealth
Illinois
$3.79M -$564K -13,656 -13%
CAL
46
Capital Analysts LLC
Pennsylvania
$3.75M -$502K -12,153 -12%
SMC
47
Smith, Moore & Co
Missouri
$3.52M -$1.16M -27,989 -25%
Truist Financial
48
Truist Financial
North Carolina
$3.42M +$310K +7,490 +10%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$3.38M +$318K +7,702 +10%
SA
50
Stewardship Advisors
Pennsylvania
$3.03M +$417K +10,086 +16%

XMLV Hedge Fund Activity: Q2 2020 in Review

202 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of XMLV and 20 opened new positions — a net loss of 25 holders — while 83 trimmed existing stakes and 71 added.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $11.7M. The largest seller was Ameriprise, cutting an estimated $54.1M.

  • 202 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2020, down from 229 in Q1 2020.
  • Funds reported $1.05B of Invesco S&P MidCap Low Volatility ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2020 and 45 closed out, a net change of -25 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2020 was Cetera Advisors, an estimated $11.7M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2020 was Ameriprise, an estimated $54.1M sold.

Based on aggregated 13F filings for Q2 2020.