Invesco S&P MidCap Low Volatility ETF
XMLV
198 hedge funds and large institutions have $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
19% more capital invested
Capital invested by funds: $509M → $603M (+$94.8M)
8% more funds holding
Funds holding: 183 → 198 (+15)
1.01% less ownership
Funds ownership: 52.39% → 51.38% (-1%)
19% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 74
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.41M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$3.32M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.04M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.17M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.9M |
| 3 |
CPA
Capital Planning Advisors
Roseville,
California
|
-$2.56M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.32M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$2.2M |
XMLV Hedge Fund Activity: Q4 2022 in Review
198 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2022, worth a combined $603M — up 19% from $509M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new XMLV positions and 13 closed out — a net gain of 21 holders — while 60 added to existing stakes and 74 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.41M. The largest seller was Morgan Stanley, cutting an estimated $5.17M.
- 198 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2022, up from 183 in Q3 2022.
- Funds reported $603M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2022, up 19% quarter-over-quarter.
- 34 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2022 and 13 closed out, a net change of +21 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $3.41M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2022 was Morgan Stanley, an estimated $5.17M sold.
Based on aggregated 13F filings for Q4 2022.