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Invesco S&P MidCap Low Volatility ETF
XMLV

189 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more capital invested

Capital invested by funds: $435M → $461M (+$25.6M)

4.9% more ownership

Funds ownership: 49.78% → 54.68% (+4.9%)

4% more funds holding

Funds holding: 182 → 189 (+7)

62% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 93

Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
35
Reduced
93
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.6M
2
IAIM
International Assets Investment Management
Florida
+$25.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.61M
4
FFN
Focus Financial Network
Minnesota
+$545K
5
Two Sigma Investments
Two Sigma Investments
New York
+$514K

Top Sellers

Rank Fund Capital Flow
1
AF
Advisornet Financial
Minnesota
-$9.82M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.09M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$6.77M
4
UBS Group
UBS Group
Switzerland
-$4.32M
5
LPL Financial
LPL Financial
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.52M -$1.3M -25,861 -23%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.12M +$157K +3,117 +4%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.85M -$44.8K -889 -1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.76M -$52.4K -1,040 -1%
Mariner
30
Mariner
Kansas
$2.55M +$394K +7,810 +19%
LOIM
31
Liberty One Investment Management
Illinois
$2.29M -$66.2K -1,313 -3%
PMG
32
ProVise Management Group
Florida
$2.22M +$3.63K +72 +0.2%
Stifel Financial
33
Stifel Financial
Missouri
$2.22M -$191K -3,797 -8%
CAN
34
Cetera Advisor Networks
California
$2.05M -$59K -1,170 -3%
AAS
35
Avantax Advisory Services
Texas
$1.93M -$234K -4,646 -11%
PCIA
36
Prime Capital Investment Advisors
Kansas
$1.9M -$737K -14,619 -29%
JWWM
37
Johnson & White Wealth Management
Pennsylvania
$1.8M -$92.9K -1,844 -5%
CAL
38
Capital Analysts LLC
Pennsylvania
$1.69M -$98.9K -1,962 -6%
HI
39
Harbour Investments
Wisconsin
$1.68M +$40.5K +803 +3%
LWM
40
Laidlaw Wealth Management
New York
$1.54M -$782K -15,515 -35%
FNBT
41
FineMark National Bank & Trust
Florida
$1.53M -$74K -1,468 -5%
AC
42
Avestar Capital
New York
$1.5M +$418K +8,291 +42%
VWA
43
Visionary Wealth Advisors
Illinois
$1.39M -$432K -8,580 -25%
PSF
44
Pacific Sun Financial
California
$1.28M -$120K -2,390 -9%
CW
45
CreativeOne Wealth
Kansas
$1.27M -$126K -2,494 -9%
SWM
46
Sculati Wealth Management
Michigan
$1.23M +$51.5K +1,022 +5%
FAIM
47
Financial Advocates Investment Management
Washington
$1.2M +$195K +3,865 +20%
PAG
48
Private Advisor Group
New Jersey
$1.18M -$68.2K -1,353 -6%
IA
49
IFG Advisory
Georgia
$1.13M +$51.8K +1,028 +5%
MI
50
Moneywise Inc
Virginia
$1.08M +$2.77K +55 +0.3%
1
2
3 4 5

XMLV Hedge Fund Activity: Q4 2023 in Review

189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2023, worth a combined $461M — up 5.9% from $435M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XMLV positions and 15 closed out — a net gain of 9 holders — while 35 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.6M. The largest seller was Advisornet Financial, cutting an estimated $9.82M.

  • 189 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2023, up from 182 in Q3 2023.
  • Funds reported $461M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2023, up 5.9% quarter-over-quarter.
  • 24 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2023 and 15 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.6M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2023 was Advisornet Financial, an estimated $9.82M sold.

Based on aggregated 13F filings for Q4 2023.