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Invesco S&P MidCap Low Volatility ETF
XMLV

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 189 → 193 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7.44% less ownership

Funds ownership: 54.68% → 47.24% (-7.4%)

11% less capital invested

Capital invested by funds: $461M → $412M (-$49M)

51% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 86

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$5.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.85M
3
UBS Group
UBS Group
Switzerland
+$2.31M
4
WA
Waverly Advisors
Alabama
+$2M
5
CCFM
Clear Creek Financial Management
Washington
+$1.35M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$33.3M
2
IAIM
International Assets Investment Management
Florida
-$26.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$8.27M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$7.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.58M +$2.85M +52,850 +501%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.13M -$1.18M -21,980 -28%
PMG
28
ProVise Management Group
Florida
$2.83M +$454K +8,426 +20%
Mariner
29
Mariner
Kansas
$2.57M -$127K -2,366 -5%
LOIM
30
Liberty One Investment Management
Illinois
$2.37M -$57.8K -1,073 -2%
Stifel Financial
31
Stifel Financial
Missouri
$2.33M -$21.1K -391 -0.9%
CAN
32
Cetera Advisor Networks
California
$2.18M +$3.45K +64 +0.2%
WA
33
Waverly Advisors
Alabama
$2.1M +$2M +37,175 New
AC
34
Avestar Capital
New York
$2.08M +$470K +8,716 +31%
PCIA
35
Prime Capital Investment Advisors
Kansas
$1.99M -$23.7K -439 -1%
CAL
36
Capital Analysts LLC
Pennsylvania
$1.91M +$113K +2,106 +7%
HI
37
Harbour Investments
Wisconsin
$1.78M -$1.67K -31 -0.1%
JWWM
38
Johnson & White Wealth Management
Pennsylvania
$1.76M -$144K -2,667 -8%
JWA
39
JFS Wealth Advisors
Pennsylvania
$1.72M -$7.62M -141,337 -82%
AAS
40
Avantax Advisory Services
Texas
$1.58M -$443K -8,226 -23%
SWM
41
Sculati Wealth Management
Michigan
$1.53M +$215K +3,983 +17%
FNBT
42
FineMark National Bank & Trust
Florida
$1.51M -$114K -2,124 -7%
AAS
43
Ameritas Advisory Services
Nebraska
$1.46M +$355K +6,579 +33%
CCFM
44
Clear Creek Financial Management
Washington
$1.41M +$1.35M +24,996 New
LWM
45
Laidlaw Wealth Management
New York
$1.37M -$250K -4,646 -16%
PSF
46
Pacific Sun Financial
California
$1.35M -$8.08K -150 -0.6%
KAS
47
Kestra Advisory Services
Texas
$1.32M +$798K +14,803 +171%
Goldman Sachs
48
Goldman Sachs
New York
$1.25M +$784K +14,544 +190%
FAIM
49
Financial Advocates Investment Management
Washington
$1.23M -$38.1K -707 -3%
VWA
50
Visionary Wealth Advisors
Illinois
$1.2M -$259K -4,798 -18%
1
2
3 4 5

XMLV Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2024, worth a combined $412M — down 11% from $461M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XMLV positions and 20 closed out — a net gain of 7 holders — while 42 added to existing stakes and 86 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.4M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 193 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $412M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2024, down 11% quarter-over-quarter.
  • 27 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2024 and 20 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2024 was RWA Wealth Partners, an estimated $5.4M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q1 2024.