We are live on ! Find out more
XMLV icon

Invesco S&P MidCap Low Volatility ETF

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.

New
Increased
Maintained
Reduced
Closed

2.48% less ownership

Funds ownership: 49.44%46.96% (-2.5%)

12% less funds holding

Funds holding: 229202 (-27)

14% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 83

16% less capital invested

Capital invested by funds: $1.25B → $1.05B (-$197M)

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

56% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 45

Holders
202
Holders Change
-27
Holders Change %
-11.79%
% of All Funds
4.14%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$2.92M +$32K +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 +$2.36M +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 +$56.4K +1,366 +3%
Citigroup
62
Citigroup
New York
$1.98M -$182K -4,407 -8%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.97M -$4.62M -111,783 -70%
LOIM
64
Liberty One Investment Management
Illinois
$1.96M +$55.5K +1,344 +3%
PFG
65
Pacific Financial Group
Washington
$1.96M -$6.16K -149 -0.3%
CA
66
Calton & Associates
Florida
$1.85M +$18.4K +446 +1%
PWM
67
Provident Wealth Management
Tennessee
$1.82M +$644K +15,579 +55%
SPIA
68
Steward Partners Investment Advisory
New York
$1.81M +$194K +4,700 +12%
UCFA
69
United Capital Financial Advisors
Texas
$1.81M -$244K -5,897 -12%
HF
70
HRT Financial
New York
$1.77M +$946K +22,885 +114%
AWA
71
Acorn Wealth Advisors
Michigan
$1.75M +$58.9K +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

XMLV Hedge Fund Activity: Q2 2020 in Review

202 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2020, worth a combined $1.05B — down 16% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of XMLV and 20 opened new positions — a net loss of 25 holders — while 83 trimmed existing stakes and 71 added.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $11.7M. The largest seller was Ameriprise, cutting an estimated $54.1M.

  • 202 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2020, down from 229 in Q1 2020.
  • Funds reported $1.05B of Invesco S&P MidCap Low Volatility ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2020 and 45 closed out, a net change of -25 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2020 was Cetera Advisors, an estimated $11.7M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2020 was Ameriprise, an estimated $54.1M sold.

Based on aggregated 13F filings for Q2 2020.