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Invesco S&P MidCap Low Volatility ETF
XMLV

145 hedge funds and large institutions have $837M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 19

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

21% more funds holding

Funds holding: 120 → 145 (+25)

5.41% more ownership

Funds ownership: 42.32% → 47.74% (+5.4%)

4% more capital invested

Capital invested by funds: $802M → $837M (+$35.3M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
145
Holders Change
+25
Holders Change %
+20.83%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
46
Increased
65
Reduced
19
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$54.7M
2
Wells Fargo
Wells Fargo
California
+$27.2M
3
UBS Group
UBS Group
Switzerland
+$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$26.4M
5
LPL Financial
LPL Financial
California
+$24.9M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$19.4M
2
JFM
Jackson Financial Management
California
-$5.18M
3
PCFFS
Pacific Center for Financial Services
California
-$4.47M
4
PAG
Private Advisor Group
New Jersey
-$3.7M
5
AIM
Advantage Investment Management
Iowa
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$1.67M -$31.8K -680 -2%
CWM
52
Cornerstone Wealth Management
Missouri
$1.64M +$1.72M +36,825 New
TPWA
53
TRUE Private Wealth Advisors
Oregon
$1.6M +$1.69M +36,170 New
PCM
54
Penserra Capital Management
California
$1.51M +$1.6M +34,087 New
PFG
55
Pacific Financial Group
Washington
$1.49M +$1.57M +33,450 New
IA
56
IFP Advisors
Florida
$1.47M +$831K +17,751 +113%
HR
57
Howe & Rusling
New York
$1.44M +$1.3M +27,724 +585%
CAN
58
Cetera Advisor Networks
California
$1.42M +$50.3K +1,075 +3%
US Bancorp
59
US Bancorp
Minnesota
$1.2M +$945K +20,192 +298%
GA
60
Gateway Advisory
New Jersey
$1.18M -$64.7K -1,382 -5%
CC
61
Courier Capital
New York
$1.16M +$84.5K +1,805 +7%
CAAS
62
Capital Asset Advisory Services
Michigan
$1.15M -$467K -9,976 -28%
Mariner
63
Mariner
Kansas
$1.12M +$568K +12,134 +92%
NFG
64
Next Financial Group
Texas
$1.06M +$1.03M +22,013 +1,225%
WI
65
Wintrust Investments
Illinois
$967K +$1.02M +21,782 New
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$959K -$355K -7,589 -26%
GIA
67
Gladstone Institutional Advisory
Florida
$899K +$948K +20,242 New
FFBTD
68
First Financial Bank - Trust Division
Ohio
$842K – – –
Citigroup
69
Citigroup
New York
$798K +$436K +9,319 +108%
PAG
70
Private Advisory Group
Washington
$780K +$823K +17,581 New
BFG
71
Barber Financial Group
Kansas
$749K +$789K +16,863 New
MAFM
72
Mid Atlantic Financial Management
Pennsylvania
$646K +$681K +14,544 New
CFA
73
Carroll Financial Associates
North Carolina
$644K +$13.2K +281 +2%
HighTower Advisors
74
HighTower Advisors
Illinois
$638K +$244K +5,202 +56%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$633K +$609K +13,018 +1,037%
1 2
3
4 5

XMLV Hedge Fund Activity: Q4 2018 in Review

145 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2018, worth a combined $837M — up 4.4% from $802M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new XMLV positions and 18 closed out — a net gain of 28 holders — while 65 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $54.7M. The largest seller was Credit Suisse, exiting entirely with an estimated $19.4M sold.

  • 145 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2018, up from 120 in Q3 2018.
  • Funds reported $837M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2018, up 4.4% quarter-over-quarter.
  • 46 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2018 and 18 closed out, a net change of +28 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $54.7M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2018 was Credit Suisse, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2018.