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Invesco S&P MidCap Low Volatility ETF
XMLV

145 hedge funds and large institutions have $837M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 19

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

21% more funds holding

Funds holding: 120 → 145 (+25)

5.41% more ownership

Funds ownership: 42.32% → 47.74% (+5.4%)

4% more capital invested

Capital invested by funds: $802M → $837M (+$35.3M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
145
Holders Change
+25
Holders Change %
+20.83%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
46
Increased
65
Reduced
19
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$54.7M
2
Wells Fargo
Wells Fargo
California
+$27.2M
3
UBS Group
UBS Group
Switzerland
+$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$26.4M
5
LPL Financial
LPL Financial
California
+$24.9M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$19.4M
2
JFM
Jackson Financial Management
California
-$5.18M
3
PCFFS
Pacific Center for Financial Services
California
-$4.47M
4
PAG
Private Advisor Group
New Jersey
-$3.7M
5
AIM
Advantage Investment Management
Iowa
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
76
Sheets Smith Wealth Management
North Carolina
$626K +$234K +5,005 +55%
BRWM
77
B. Riley Wealth Management
Tennessee
$623K +$657K +14,030 New
PPP
78
Private Portfolio Partners
New Jersey
$610K +$643K +13,742 New
SPC
79
Sigma Planning Corp
Michigan
$603K +$112K +2,403 +21%
JCM
80
Jacobi Capital Management
Pennsylvania
$601K +$9.83K +210 +2%
PA
81
PFG Advisors
Arizona
$590K +$42.9K +917 +8%
CCP
82
Cardan Capital Partners
Colorado
$560K +$54.3K +1,159 +10%
DADC
83
D.A. Davidson & Co
Montana
$499K +$31.3K +668 +6%
AF
84
Advisornet Financial
Minnesota
$493K +$83.4K +1,781 +19%
PWM
85
Paulson Wealth Management
Illinois
$491K -$272K -5,811 -36%
FAAS
86
First Allied Advisory Services
California
$489K -$26.2K -559 -5%
BTS
87
BB&T Securities
Virginia
$469K +$59.5K +1,272 +14%
WWM
88
Western Wealth Management
Colorado
$461K +$489K +10,440 New
EFL
89
ERn Financial LLC
Wisconsin
$457K +$482K +10,298 New
RJT
90
Raymond James Trust
Florida
$444K – – –
AAMA
91
Advanced Asset Management Advisors
Ohio
$418K +$441K +9,422 New
MSAM
92
Moloney Securities Asset Management
Missouri
$402K +$182K +3,893 +75%
WEC
93
Winslow Evans & Crocker
Massachusetts
$392K – – –
RI
94
Ridgewood Investments
New Jersey
$389K – – –
JIP
95
Jaffetilchin Investment Partners
Florida
$337K +$355K +7,590 New
AW
96
ACG Wealth
Georgia
$333K +$2.48K +53 +0.7%
FHC
97
First Heartland Consultants
Missouri
$330K +$349K +7,445 New
DBRC
98
D.B. Root & Company
Pennsylvania
$328K +$1.64K +35 +0.5%
CFGS
99
Concourse Financial Group Securities
Alabama
$321K +$168K +3,582 +98%
WS
100
Wedbush Securities
California
$316K +$126K +2,683 +61%
2 3
4
5 6

XMLV Hedge Fund Activity: Q4 2018 in Review

145 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2018, worth a combined $837M — up 4.4% from $802M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new XMLV positions and 18 closed out — a net gain of 28 holders — while 65 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $54.7M. The largest seller was Credit Suisse, exiting entirely with an estimated $19.4M sold.

  • 145 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2018, up from 120 in Q3 2018.
  • Funds reported $837M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2018, up 4.4% quarter-over-quarter.
  • 46 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2018 and 18 closed out, a net change of +28 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $54.7M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2018 was Credit Suisse, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2018.