XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

194 hedge funds and large institutions have $403M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
65
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Avid Wealth Partners
Texas
$6.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.96M
5
WI
5
WBI Investments
New Jersey
$3.18M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
DC
2
Dorval Corp
Minnesota
$0
3
EH
3
Equitable Holdings
New York
$3.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$1.12M +$22.4K +363 +2%
OPS
52
Orion Portfolio Solutions
Nebraska
$1.05M +$243K +3,941 +30%
BCI
53
Brinker Capital Investments
Pennsylvania
$1.05M +$243K +3,941 +30%
CW
54
CreativeOne Wealth
Kansas
$1.02M -$7.04K -114 -0.7%
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$1.02M +$485K +7,856 +91%
1WM
56
1900 Wealth Management
Texas
$1.01M +$1.42K +23 +0.1%
IPAM
57
Investment Partners Asset Management
New Jersey
$994K +$67.7K +1,097 +7%
UCFA
58
United Capital Financial Advisors
Texas
$946K -$185K -2,999 -16%
WA
59
Win Advisors
Florida
$933K +$36.1K +585 +4%
VWA
60
Visionary Wealth Advisors
Illinois
$901K -$1.23K -20 -0.1%
FAIM
61
Financial Advocates Investment Management
Washington
$896K -$5.25K -85 -0.6%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$884K +$158K +2,560 +22%
MI
63
Moneywise Inc
Virginia
$878K -$19.1K -309 -2%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$871K -$40.2K -651 -4%
GS
65
GWN Securities
Florida
$839K +$839K +13,743 New
SSWM
66
Sheets Smith Wealth Management
North Carolina
$823K – – –
AAS
67
Ameritas Advisory Services
Nebraska
$815K +$1.95K +32 +0.2%
MWM
68
MorganRosel Wealth Management
Colorado
$800K -$16.5K -267 -2%
AC
69
Avestar Capital
New York
$746K -$235K -3,804 -24%
WDL
70
Well Done LLC
Michigan
$739K -$5.11K -84 -0.7%
PFA
71
Portland Financial Advisors
New York
$729K -$18.3K -297 -2%
DC
72
Destiny Capital
Colorado
$726K -$3.33K -54 -0.5%
PAG
73
Private Advisor Group
New Jersey
$680K -$324K -5,242 -32%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$672K -$326K -5,285 -33%
SEM
75
Strategic Equity Management
Arizona
$661K – – –
1 2
3
4 5