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Invesco S&P MidCap Low Volatility ETF
XMLV

207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

11% more funds holding

Funds holding: 186 → 207 (+21)

9% more capital invested

Capital invested by funds: $595M → $651M (+$55.3M)

3.91% more ownership

Funds ownership: 42.83% → 46.74% (+3.9%)

25% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 75

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWAG
Polaris Wealth Advisory Group
California
+$4.17M
2
BCM
BlueCrest Capital Management
Jersey
+$3.45M
3
CA
Calton & Associates
Florida
+$2.75M
4
KPWS
Kestra Private Wealth Services
Texas
+$2.75M
5
GIA
Gladstone Institutional Advisory
Florida
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$9.23M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.18M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.33M
4
RJA
Raymond James & Associates
Florida
-$2.76M
5
LPL Financial
LPL Financial
California
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
26
American Portfolios Advisors
New York
$6.66M -$438K -7,837 -6%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$5.7M +$259K +4,632 +5%
JWM
28
Janiczek Wealth Management
Colorado
$5.18M +$76.3K +1,365 +2%
RJA
29
Raymond James & Associates
Florida
$4.92M -$2.76M -49,368 -37%
AWM
30
Aspire Wealth Management
Massachusetts
$4.79M +$4.58M +81,989 New
Invesco
31
Invesco
Georgia
$4.62M +$161K +2,880 +4%
PWAG
32
Polaris Wealth Advisory Group
California
$4.37M +$4.17M +74,703 New
FNBT
33
FineMark National Bank & Trust
Florida
$4.13M -$570K -10,200 -13%
Stifel Financial
34
Stifel Financial
Missouri
$4M -$214K -3,839 -5%
BCM
35
BlueCrest Capital Management
Jersey
$3.61M +$3.45M +61,761 New
FTS
36
Fifth Third Securities
Ohio
$3.3M +$196K +3,509 +7%
PWM
37
Provident Wealth Management
Tennessee
$3.19M +$279K +4,990 +10%
CAL
38
Capital Analysts LLC
Pennsylvania
$2.98M -$95.9K -1,716 -3%
VWA
39
Visionary Wealth Advisors
Illinois
$2.96M -$28K -501 -1%
CA
40
Calton & Associates
Florida
$2.88M +$2.75M +49,228 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.86M -$250K -4,473 -8%
Truist Financial
42
Truist Financial
North Carolina
$2.68M -$172K -3,080 -6%
LOIM
43
Liberty One Investment Management
Illinois
$2.67M -$4.92K -88 -0.2%
SWAG
44
Spectrum Wealth Advisory Group
California
$2.65M -$53.4K -955 -2%
IA
45
IFG Advisory
Georgia
$2.57M +$187K +3,343 +8%
LWM
46
Laidlaw Wealth Management
New York
$2.55M +$245K +4,390 +11%
PAG
47
Private Advisor Group
New Jersey
$2.48M +$84K +1,504 +4%
CAN
48
Cetera Advisor Networks
California
$2.34M -$878K -15,717 -28%
CW
49
CreativeOne Wealth
Kansas
$2.24M -$1.12K -20 -0.1%
MIAN
50
Mariner Independent Advisor Network
Kansas
$2.23M -$92.1K -1,648 -4%
1
2
3 4 5

XMLV Hedge Fund Activity: Q4 2021 in Review

207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2021, worth a combined $651M — up 9.3% from $595M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new XMLV positions and 22 closed out — a net gain of 28 holders — while 56 added to existing stakes and 75 trimmed.

The largest buyer was Polaris Wealth Advisory Group, opening a new position worth an estimated $4.17M. The largest seller was Ameriprise, cutting an estimated $9.23M.

  • 207 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2021, up from 186 in Q3 2021.
  • Funds reported $651M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 50 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2021 and 22 closed out, a net change of +28 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2021 was Polaris Wealth Advisory Group, an estimated $4.17M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2021 was Ameriprise, an estimated $9.23M sold.

Based on aggregated 13F filings for Q4 2021.