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Invesco S&P MidCap Low Volatility ETF
XMLV

75 hedge funds and large institutions have $365M invested in Invesco S&P MidCap Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

12% more funds holding

Funds holding: 67 → 75 (+8)

4% more capital invested

Capital invested by funds: $350M → $365M (+$15.5M)

3.65% less ownership

Funds ownership: 51.37% → 47.72% (-3.7%)

Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
28
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$7.54M
2
Wells Fargo
Wells Fargo
California
+$5.19M
3
NPC
National Planning Corporation
California
+$4.18M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.47M
5
FAAS
First Allied Advisory Services
California
+$2.16M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$23.8M
2
WDL
Well Done LLC
Michigan
-$9.88M
3
AG
Advisor Group
Arizona
-$7.19M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$4.25M
5
UBS Group
UBS Group
Switzerland
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
Concert Wealth Management
California
– -$2.27M -58,207 Closed
AFP
77
Ausdal Financial Partners
Iowa
– -$1.39M -35,701 Closed
LI
78
LVZ Inc
Michigan
– -$233K -6,001 Closed
TSS
79
Two Sigma Securities
New York
– -$207K -5,334 Closed
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
– -$201K -5,179 Closed
Mariner
81
Mariner
Kansas
– -$7K -172 Closed
KLI
82
Kelman-Lazarov Inc
Tennessee
– -$1.15K -30 Closed
1 2 3
4

XMLV Hedge Fund Activity: Q4 2016 in Review

75 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2016, worth a combined $365M — up 4.4% from $350M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XMLV positions and 7 closed out — a net gain of 9 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.54M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $23.8M.

  • 75 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2016, up from 67 in Q3 2016.
  • Funds reported $365M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2016, up 4.4% quarter-over-quarter.
  • 16 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2016 and 7 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2016 was Ameriprise, an estimated $7.54M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2016 was Raymond James Financial Services Advisors, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2016.