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Invesco S&P MidCap Low Volatility ETF

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 189193 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.44% less ownership

Funds ownership: 54.68%47.24% (-7.4%)

11% less capital invested

Capital invested by funds: $461M → $412M (-$49M)

51% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 86

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$1.19M +$749K +13,900 +193%
NA
52
NewEdge Advisors
Louisiana
$1.18M +$135K +2,514 +14%
PAG
53
Private Advisor Group
New Jersey
$1.18M -$66.7K -1,238 -6%
WA
54
Win Advisors
Florida
$1.09M +$24.4K +452 +2%
MI
55
Moneywise Inc
Virginia
$1.09M -$52.4K -972 -5%
WDL
56
Well Done LLC
Michigan
$1.05M -$4.79M -88,829 -83%
CW
57
CreativeOne Wealth
Kansas
$1.02M -$311K -5,770 -24%
Citadel Advisors
58
Citadel Advisors
Florida
$1.02M -$24.4K -452 -2%
UCFA
59
United Capital Financial Advisors
Texas
$1.01M +$2.26K +42 +0.2%
GS
60
GTS Securities
New York
$952K +$467K +8,667 +106%
SCA
61
Snowden Capital Advisors
New York
$928K +$887K +16,460 New
1WM
62
1900 Wealth Management
Texas
$923K -$19K -352 -2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$847K -$241K -4,465 -23%
IPAM
64
Investment Partners Asset Management
New Jersey
$813K +$6.57K +122 +0.9%
HIS
65
Harvest Investment Services
Illinois
$743K +$710K +13,177 New
VF
66
Virtu Financial
New York
$734K +$260K +4,818 +59%
DC
67
Destiny Capital
Colorado
$731K -$95.5K -1,773 -12%
SSWM
68
Sheets Smith Wealth Management
North Carolina
$708K -$10.8K -200 -2%
Jane Street
69
Jane Street
New York
$627K +$396K +7,341 +195%
LI
70
LMCG Investments
Massachusetts
$607K -$16.3K -303 -3%
CL
71
Choreo LLC
Illinois
$574K
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
$571K +$3.07K +57 +0.6%
Citigroup
73
Citigroup
New York
$548K +$36.5K +678 +8%
Invesco
74
Invesco
Georgia
$534K -$163K -3,021 -24%
IAS
75
Insigneo Advisory Services
Florida
$525K +$2.91K +54 +0.6%

XMLV Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2024, worth a combined $412M — down 11% from $461M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XMLV positions and 20 closed out — a net gain of 7 holders — while 42 added to existing stakes and 86 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.4M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 193 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $412M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2024, down 11% quarter-over-quarter.
  • 27 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2024 and 20 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2024 was RWA Wealth Partners, an estimated $5.4M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q1 2024.