We are live on ! Find out more
XMLV icon

Invesco S&P MidCap Low Volatility ETF

84 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

12% more funds holding

Funds holding: 7584 (+9)

12% more capital invested

Capital invested by funds: $365M → $408M (+$43.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.93% less ownership

Funds ownership: 47.72%41.79% (-5.9%)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
38
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$504K +$28.6K +684 +6%
JIP
52
Jaffetilchin Investment Partners
Florida
$490K +$483K +11,573 New
VC
53
Vicus Capital
Pennsylvania
$485K +$188K +4,498 +65%
SPC
54
Sigma Planning Corp
Michigan
$426K -$28.7K -688 -6%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$412K -$1.88K -45 -0.5%
EC
56
Estate Counselors
Wisconsin
$400K -$4.02M -96,200 -91%
CFA
57
Carroll Financial Associates
North Carolina
$353K +$7.43K +178 +2%
RI
58
Ridgewood Investments
New Jersey
$349K -$376 -9 -0.1%
AW
59
ACG Wealth
Georgia
$326K +$83.5K +2,000 +35%
FHC
60
First Heartland Consultants
Missouri
$301K -$16.7K -400 -5%
MSAM
61
Moloney Securities Asset Management
Missouri
$294K +$56.4K +1,350 +24%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$277K -$1.19M -28,527 -81%
WEC
63
Winslow Evans & Crocker
Massachusetts
$271K +$30.3K +726 +13%
CCM
64
Compton Capital Management
Rhode Island
$268K +$264K +6,325 New
MHS
65
M Holdings Securities
Oregon
$222K +$219K +5,251 New
DAS
66
Dynamic Advisor Solutions
Arizona
$217K -$17.5K -420 -8%
NWP
67
Northstar Wealth Partners
Connecticut
$202K +$201K +4,813 New
BFEC
68
Benjamin F. Edwards & Company
Missouri
$198K +$150K +3,592 +330%
IA
69
IFP Advisors
Florida
$163K +$32.4K +777 +25%
FANJ
70
Financial Architects (New Jersey)
New Jersey
$149K
SPL
71
Smart Portfolios LLC
Washington
$118K +$54.8K +1,312 +89%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$115K +$62.6K +1,500 +123%
WA
73
WFG Advisors
Texas
$112K -$31.2K -748 -22%
Citigroup
74
Citigroup
New York
$107K -$7.35K -176 -7%
GBBWRPM
75
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$72K

XMLV Hedge Fund Activity: Q1 2017 in Review

84 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2017, worth a combined $408M — up 12% from $365M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XMLV positions and 6 closed out — a net gain of 10 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $9.97M. The largest seller was Estate Counselors, cutting an estimated $4.02M.

  • 84 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2017, up from 75 in Q4 2016.
  • Funds reported $408M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2017, up 12% quarter-over-quarter.
  • 16 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2017 and 6 closed out, a net change of +10 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $9.97M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2017 was Estate Counselors, an estimated $4.02M sold.

Based on aggregated 13F filings for Q1 2017.