Invesco S&P MidCap Low Volatility ETF
XMLV
184 hedge funds and large institutions have $390M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 23 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.44% more ownership
Funds ownership: 47.24% → 47.68% (+0.44%)
5% less funds holding
Funds holding: 193 → 184 (-9)
5% less capital invested
Capital invested by funds: $412M → $390M (-$22M)
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
38% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
+$3.33M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.29M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.25M |
| 5 |
Bank of New York Mellon
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$6.39M |
| 2 |
Morgan Stanley
New York
|
-$3.09M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.76M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.43M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.29M |
XMLV Hedge Fund Activity: Q2 2024 in Review
184 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2024, worth a combined $390M — down 5.3% from $412M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of XMLV and 17 opened new positions — a net loss of 6 holders — while 76 trimmed existing stakes and 47 added.
The largest buyer was Sculati Wealth Management, adding an estimated $3.33M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $6.39M sold.
- 184 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2024, down from 193 in Q1 2024.
- Funds reported $390M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2024, down 5.3% quarter-over-quarter.
- 17 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2024 and 23 closed out, a net change of -6 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2024 was Sculati Wealth Management, an estimated $3.33M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2024 was Cornerstone Wealth Management, an estimated $6.39M sold.
Based on aggregated 13F filings for Q2 2024.