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Invesco S&P MidCap Low Volatility ETF
XMLV

109 hedge funds and large institutions have $530M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

25% more funds holding

Funds holding: 87 → 109 (+22)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more capital invested

Capital invested by funds: $480M → $530M (+$50.5M)

0.61% less ownership

Funds ownership: 41.97% → 41.36% (-0.61%)

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
30
Increased
37
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.57M
2
LPL Financial
LPL Financial
California
+$7.31M
3
Wells Fargo
Wells Fargo
California
+$3.67M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$3.55M
5
Ameriprise
Ameriprise
Minnesota
+$3.38M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.97M
2
NPC
National Planning Corporation
California
-$5.28M
3
Jane Street
Jane Street
New York
-$4.39M
4
TSS
Two Sigma Securities
New York
-$1.55M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$249K +$7.7K +170 +3%
SPI
77
Santori & Peters Inc
Pennsylvania
$247K +$260K +5,748 New
FAIM
78
Financial Advocates Investment Management
Washington
$237K +$276K +6,087 New
MSAM
79
Moloney Securities Asset Management
Missouri
$236K -$544 -12 -0.2%
IA
80
IFP Advisors
Florida
$232K -$56.2K -1,241 -20%
ACI
81
Alpha Cubed Investments
California
$224K -$11.1K -244 -5%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$224K +$2.31K +51 +1%
CFA
83
Cahill Financial Advisors
Minnesota
$215K – – –
SEI Investments
84
SEI Investments
Pennsylvania
$182K +$173K +3,816 +1,880%
SWP
85
Stratos Wealth Partners
Ohio
$162K +$162K +3,566 New
FANJ
86
Financial Architects (New Jersey)
New Jersey
$140K -$2.13K -47 -2%
GBBWRPM
87
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$78K – – –
AFNAS
88
American Financial Network Advisory Services
California
$76K – – –
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$76K +$76.3K +1,683 New
Daiwa Securities Group
90
Daiwa Securities Group
Japan
$68K +$68K +1,500 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$62K +$7.21K +159 +13%
SWM
92
SeaCrest Wealth Management
New York
$54K +$53.5K +1,180 New
EA
93
Edge Advisors
Georgia
$39K +$39K +860 New
GI
94
Gradient Investments
Minnesota
$36K +$36.3K +800 New
APA
95
American Portfolios Advisors
New York
$35.3K +$35.2K +777 New
CPIG
96
Chicago Partners Investment Group
Illinois
$30K – – –
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$29K – – –
NL
98
NVWM LLC
Pennsylvania
$23K +$22.7K +500 New
1832 Asset Management
99
1832 Asset Management
Ontario, Canada
$16K +$15.9K +350 New
AIM
100
Arcadia Investment Management
Michigan
$14K – – –
1 2 3
4
5

XMLV Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2017, worth a combined $530M — up 11% from $480M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XMLV positions and 8 closed out — a net gain of 22 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.57M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $9.97M.

  • 109 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $530M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 30 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2017 and 8 closed out, a net change of +22 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2017 was Commonwealth Equity Services, an estimated $7.57M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2017.