Invesco S&P MidCap Low Volatility ETF
XMLV
120 hedge funds and large institutions have $802M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 15 closing their positions.
123% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 26
45% more capital invested
Capital invested by funds: $551M → $802M (+$251M)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1% more funds holding
Funds holding: 119 → 120 (+1)
0.61% more ownership
Funds ownership: 41.72% → 42.32% (+0.61%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$19.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.2M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.5M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.87M |
| 5 |
Morgan Stanley
New York
|
+$6.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$12.7M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$7.23M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$6.06M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.91M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.67M |
XMLV Hedge Fund Activity: Q3 2018 in Review
120 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2018, worth a combined $802M — up 45% from $551M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XMLV positions and 15 closed out — a net gain of 2 holders — while 58 added to existing stakes and 26 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $19.4M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $12.7M sold.
- 120 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2018, up from 119 in Q2 2018.
- Funds reported $802M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2018, up 45% quarter-over-quarter.
- 17 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2018 and 15 closed out, a net change of +2 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2018 was Credit Suisse, an estimated $19.4M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $12.7M sold.
Based on aggregated 13F filings for Q3 2018.