Invesco S&P MidCap Low Volatility ETF
XMLV
186 hedge funds and large institutions have $595M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 30 closing their positions.
1.02% more ownership
Funds ownership: 41.81% → 42.83% (+1%)
7% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 74
6% less capital invested
Capital invested by funds: $634M → $595M (-$38.8M)
8% less funds holding
Funds holding: 203 → 186 (-17)
47% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 30
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$2.87M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.72M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$1.97M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$4.55M |
| 3 |
Barclays
London,
United Kingdom
|
-$3.86M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.48M |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$2.63M |
XMLV Hedge Fund Activity: Q3 2021 in Review
186 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2021, worth a combined $595M — down 6.1% from $634M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of XMLV and 16 opened new positions — a net loss of 14 holders — while 74 trimmed existing stakes and 69 added.
The largest buyer was Fifth Third Securities, opening a new position worth an estimated $2.87M. The largest seller was Wells Fargo, cutting an estimated $9M.
- 186 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2021, down from 203 in Q2 2021.
- Funds reported $595M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2021, down 6.1% quarter-over-quarter.
- 16 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2021 and 30 closed out, a net change of -14 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2021 was Fifth Third Securities, an estimated $2.87M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2021 was Wells Fargo, an estimated $9M sold.
Based on aggregated 13F filings for Q3 2021.