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Invesco S&P MidCap Low Volatility ETF
XMLV

84 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

12% more funds holding

Funds holding: 75 → 84 (+9)

12% more capital invested

Capital invested by funds: $365M → $408M (+$43.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5.93% less ownership

Funds ownership: 47.72% → 41.79% (-5.9%)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
38
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$9.97M
2
Wells Fargo
Wells Fargo
California
+$9.76M
3
AG
Advisor Group
Arizona
+$5.78M
4
Ameriprise
Ameriprise
Minnesota
+$4.6M
5
LNC
Lincoln National Corp
Pennsylvania
+$4.56M

Top Sellers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
-$4.02M
2
HWP
Hefty Wealth Partners
Indiana
-$2.11M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.89M
4
GA
Gateway Advisory
New Jersey
-$1.69M
5
Invesco
Invesco
Georgia
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$71K -$55.6K -1,333 -44%
Creative Planning
77
Creative Planning
Kansas
$63K – – –
BBHC
78
Brown Brothers Harriman & Co
New York
$63K +$62.6K +1,500 New
NFG
79
Next Financial Group
Texas
$47K -$22.1K -530 -32%
US Bancorp
80
US Bancorp
Minnesota
$17K +$16.8K +402 New
CAL
81
Capital Advisors Ltd
Ohio
$11K – – –
CCM
82
Cribstone Capital Management
Maine
$11K – – –
MFBTD
83
MB Financial Bank - Trust Department
Illinois
$4K +$4.17K +100 New
PG
84
Patten Group
Tennessee
$1K +$1.04K +25 New
SI
85
SII Investments
Wisconsin
– -$1.22M -30,050 Closed
WP
86
WealthSource Partners
California
– -$227K -5,600 Closed
VKH
87
Virtu KCG Holdings
New York
– -$224K -5,524 Closed
FTUS
88
Flow Traders U.S.
New York
– -$65K -1,607 Closed
BA
89
BCM Advisors
Louisiana
– -$62K -1,530 Closed
AIP
90
Ameritas Investment Partners
Nebraska
– -$4K -102 Closed
1 2 3
4

XMLV Hedge Fund Activity: Q1 2017 in Review

84 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2017, worth a combined $408M — up 12% from $365M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XMLV positions and 6 closed out — a net gain of 10 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $9.97M. The largest seller was Estate Counselors, cutting an estimated $4.02M.

  • 84 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2017, up from 75 in Q4 2016.
  • Funds reported $408M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2017, up 12% quarter-over-quarter.
  • 16 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2017 and 6 closed out, a net change of +10 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $9.97M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2017 was Estate Counselors, an estimated $4.02M sold.

Based on aggregated 13F filings for Q1 2017.