XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

202 hedge funds and large institutions have $1.05B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 45 closing their positions.

Holders
202
Holders Change
-27
Holders Change %
-11.79%
% of All Funds
4.15%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.14%
New
20
Increased
71
Reduced
83
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$11.8M
2
SWAG
2
Spectrum Wealth Advisory Group
California
$7.96M
3
CCP
3
Cardan Capital Partners
Colorado
$6.12M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$23.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$126M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$40.4M
3
Wells Fargo
3
Wells Fargo
California
$50.5M
4
Bank of America
4
Bank of America
North Carolina
$42.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$2.92M +$32.1K +775 +1%
PGAM
52
Princeton Global Asset Management
New Jersey
$2.89M +$1.5M +36,307 +108%
MWA
53
Meridian Wealth Advisors
Texas
$2.88M -$193K -4,675 -6%
IWM
54
IHT Wealth Management
Illinois
$2.88M +$476K +11,512 +20%
FAIM
55
Financial Advocates Investment Management
Washington
$2.47M +$244K +5,901 +11%
F
56
F3Logic
Minnesota
$2.4M -$62.6K -1,516 -3%
Goldman Sachs
57
Goldman Sachs
New York
$2.37M +$2.37M +57,180 New
PAS
58
Partnervest Advisory Services
California
$2.3M +$30K +726 +1%
CAN
59
Cetera Advisor Networks
California
$2.26M +$1.53M +36,916 +209%
FEG
60
Financial Enhancement Group
Indiana
$2.19M -$10.2M -246,566 -82%
VWA
61
Visionary Wealth Advisors
Illinois
$2.07M +$56.5K +1,366 +3%
Citigroup
62
Citigroup
New York
$1.98M -$182K -4,407 -8%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.97M -$4.63M -111,783 -70%
LOIM
64
Liberty One Investment Management
Illinois
$1.96M +$55.6K +1,344 +3%
PFG
65
Pacific Financial Group
Washington
$1.96M -$5.93K -149 -0.3%
CA
66
Calton & Associates
Florida
$1.85M +$18.5K +446 +1%
PWM
67
Provident Wealth Management
Tennessee
$1.82M +$645K +15,579 +55%
SPIA
68
Steward Partners Investment Advisory
New York
$1.81M +$195K +4,700 +12%
UCFA
69
United Capital Financial Advisors
Texas
$1.81M -$244K -5,897 -12%
HF
70
HRT Financial
New York
$1.77M +$947K +22,885 +114%
AWA
71
Acorn Wealth Advisors
Michigan
$1.75M +$59K +1,425 +3%
CWM
72
Cornerstone Wealth Management
Missouri
$1.75M +$31K +749 +2%
NA
73
NewEdge Advisors
Louisiana
$1.73M -$365K -8,829 -17%
SPC
74
Sigma Planning Corp
Michigan
$1.73M -$1.32M -31,921 -43%
FLI
75
Family Legacy Inc
South Carolina
$1.7M +$1.7M +41,182 New
1 2
3
4 5