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Invesco S&P MidCap Low Volatility ETF
XMLV

109 hedge funds and large institutions have $530M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

25% more funds holding

Funds holding: 87 → 109 (+22)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more capital invested

Capital invested by funds: $480M → $530M (+$50.5M)

0.61% less ownership

Funds ownership: 41.97% → 41.36% (-0.61%)

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
30
Increased
37
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.57M
2
LPL Financial
LPL Financial
California
+$7.31M
3
Wells Fargo
Wells Fargo
California
+$3.67M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$3.55M
5
Ameriprise
Ameriprise
Minnesota
+$3.38M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.97M
2
NPC
National Planning Corporation
California
-$5.28M
3
Jane Street
Jane Street
New York
-$4.39M
4
TSS
Two Sigma Securities
New York
-$1.55M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$727K -$907K -20,007 -56%
PWS
52
Paragon Wealth Strategies
Florida
$690K -$8.2K -181 -1%
VC
53
Vicus Capital
Pennsylvania
$680K +$140K +3,084 +26%
CWM
54
Cornerstone Wealth Management
Missouri
$667K +$50.5K +1,115 +8%
AIP
55
Almanack Investment Partners
Pennsylvania
$638K +$637K +14,050 New
VIA
56
Vantage Investment Advisors
Pennsylvania
$616K -$134K -2,950 -18%
JCM
57
Jacobi Capital Management
Pennsylvania
$615K -$59K -1,301 -9%
CFA
58
Carroll Financial Associates
North Carolina
$590K +$86.6K +1,910 +17%
CCP
59
Cardan Capital Partners
Colorado
$581K +$34.3K +757 +6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$560K +$153K +3,372 +38%
PA
61
PFG Advisors
Arizona
$501K +$501K +11,051 New
GTAM
62
Global Trust Asset Management
Florida
$474K +$474K +10,455 New
SPC
63
Sigma Planning Corp
Michigan
$468K -$4.03K -89 -0.9%
WEC
64
Winslow Evans & Crocker
Massachusetts
$399K +$28.6K +632 +8%
TRCT
65
Tower Research Capital (TRC)
New York
$372K +$372K +8,199 New
RI
66
Ridgewood Investments
New Jersey
$370K -$317 -7 -0.1%
Citigroup
67
Citigroup
New York
$347K +$107K +2,368 +45%
AAMA
68
Advanced Asset Management Advisors
Ohio
$335K +$334K +7,373 New
BTS
69
BB&T Securities
Virginia
$329K +$329K +7,262 New
BA
70
BCM Advisors
Louisiana
$299K +$299K +6,590 New
MHS
71
M Holdings Securities
Oregon
$294K – – –
FPGK
72
Financial Partners Group (Kansas)
Kansas
$292K +$292K +6,439 New
US Bancorp
73
US Bancorp
Minnesota
$273K +$13.5K +297 +5%
Jane Street
74
Jane Street
New York
$255K -$4.39M -96,908 -95%
HighTower Advisors
75
HighTower Advisors
Illinois
$251K +$18.8K +415 +8%
1 2
3
4 5

XMLV Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2017, worth a combined $530M — up 11% from $480M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XMLV positions and 8 closed out — a net gain of 22 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.57M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $9.97M.

  • 109 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $530M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 30 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2017 and 8 closed out, a net change of +22 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2017 was Commonwealth Equity Services, an estimated $7.57M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2017.