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Invesco S&P MidCap Low Volatility ETF
XMLV

190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.8% less ownership

Funds ownership: 51.38% → 48.57% (-2.8%)

4% less funds holding

Funds holding: 198 → 190 (-8)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

20% less capital invested

Capital invested by funds: $603M → $484M (-$119M)

30% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 73

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
190
Holders Change
-8
Holders Change %
-4.04%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
73
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$7.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.29M
3
Wells Fargo
Wells Fargo
California
+$3.53M
4
JWWM
Johnson & White Wealth Management
Pennsylvania
+$2.02M
5
HGERS
Householder Group Estate & Retirement Specialist
Arizona
+$710K

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$29.1M
2
CPA
Capital Planning Advisors
California
-$22.3M
3
MML Investors Services
MML Investors Services
Massachusetts
-$4.67M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.53M
5
JWM
Janiczek Wealth Management
Colorado
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
26
Obsidian Personal Planning Solutions
Maryland
$4.14M +$3.14K +58 +0.1%
RJA
27
Raymond James & Associates
Florida
$3.74M +$222K +4,104 +6%
Invesco
28
Invesco
Georgia
$3.53M -$1.04M -19,237 -22%
FNBT
29
FineMark National Bank & Trust
Florida
$3.43M -$8.12K -150 -0.2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.03M -$937K -17,303 -23%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.01M +$186K +3,440 +6%
LWM
32
Laidlaw Wealth Management
New York
$2.86M +$7.42K +137 +0.3%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.72M +$168K +3,098 +6%
LOIM
34
Liberty One Investment Management
Illinois
$2.36M -$7.79K -144 -0.3%
Truist Financial
35
Truist Financial
North Carolina
$2.32M +$23K +425 +1%
GSC
36
G&S Capital
Colorado
$2.26M -$124K -2,298 -5%
VWA
37
Visionary Wealth Advisors
Illinois
$2.19M -$189K -3,499 -8%
HI
38
Harbour Investments
Wisconsin
$2.19M +$81.8K +1,512 +4%
CAN
39
Cetera Advisor Networks
California
$2.1M +$34.1K +630 +2%
JWWM
40
Johnson & White Wealth Management
Pennsylvania
$1.95M +$2.02M +37,251 New
FFWM
41
Future Financial Wealth Management
Ohio
$1.62M +$158K +2,915 +10%
CW
42
CreativeOne Wealth
Kansas
$1.6M -$182K -3,361 -10%
AAS
43
Ameritas Advisory Services
Nebraska
$1.59M +$13.6K +252 +0.8%
PMG
44
ProVise Management Group
Florida
$1.57M +$219K +4,047 +16%
PAG
45
Private Advisor Group
New Jersey
$1.46M -$828K -15,292 -35%
WWM
46
WT Wealth Management
Arizona
$1.45M +$164K +3,035 +12%
KPWS
47
Kestra Private Wealth Services
Texas
$1.15M -$567K -10,477 -32%
AWM
48
Aspire Wealth Management
Massachusetts
$1.14M -$136K -2,517 -10%
MI
49
Moneywise Inc
Virginia
$1.12M +$812 +15 +0.1%
TLFA
50
True Link Financial Advisors
California
$1.12M – – –
1
2
3 4 5

XMLV Hedge Fund Activity: Q1 2023 in Review

190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2023, worth a combined $484M — down 20% from $603M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of XMLV and 21 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 51 added.

The largest buyer was Money Concepts Capital, adding an estimated $7.66M. The largest seller was PFS Investments, cutting an estimated $29.1M.

  • 190 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2023, down from 198 in Q4 2022.
  • Funds reported $484M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2023, down 20% quarter-over-quarter.
  • 21 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2023 and 24 closed out, a net change of -3 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $7.66M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2023 was PFS Investments, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.