Invesco S&P MidCap Low Volatility ETF
XMLV
200 hedge funds and large institutions have $610M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 94 reducing their positions, and 25 closing their positions.
7.11% more ownership
Funds ownership: 46.74% → 53.85% (+7.1%)
3% less funds holding
Funds holding: 207 → 200 (-7)
6% less capital invested
Capital invested by funds: $651M → $610M (-$40.6M)
16% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 25
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
46% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$63.3M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$24.4M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$13.4M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.84M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.54M |
| 2 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$6.47M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.63M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$4.37M |
XMLV Hedge Fund Activity: Q1 2022 in Review
200 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2022, worth a combined $610M — down 6.2% from $651M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of XMLV and 21 opened new positions — a net loss of 4 holders — while 94 trimmed existing stakes and 51 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $63.3M. The largest seller was Bank of America, cutting an estimated $6.54M.
- 200 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2022, down from 207 in Q4 2021.
- Funds reported $610M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2022, down 6.2% quarter-over-quarter.
- 21 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2022 and 25 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $63.3M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2022 was Bank of America, an estimated $6.54M sold.
Based on aggregated 13F filings for Q1 2022.