Invesco S&P MidCap Low Volatility ETF
XMLV
67 hedge funds and large institutions have $350M invested in Invesco S&P MidCap Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
24% more funds holding
Funds holding: 54 → 67 (+13)
11% more capital invested
Capital invested by funds: $315M → $350M (+$34.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9.35% less ownership
Funds ownership: 60.72% → 51.37% (-9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.5M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$8.11M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.83M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.61M |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.78M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.51M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$1.99M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.66M |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
-$1.22M |
XMLV Hedge Fund Activity: Q3 2016 in Review
67 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2016, worth a combined $350M — up 11% from $315M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XMLV positions and 4 closed out — a net gain of 16 holders — while 30 added to existing stakes and 13 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.5M. The largest seller was Morgan Stanley, cutting an estimated $4.78M.
- 67 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2016, up from 54 in Q2 2016.
- Funds reported $350M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2016, up 11% quarter-over-quarter.
- 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2016 and 4 closed out, a net change of +16 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2016 was Raymond James Financial Services Advisors, an estimated $10.5M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2016 was Morgan Stanley, an estimated $4.78M sold.
Based on aggregated 13F filings for Q3 2016.