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Invesco S&P MidCap Low Volatility ETF
XMLV

206 hedge funds and large institutions have $1.62B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 37

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$213M)

8% more funds holding

Funds holding: 190 → 206 (+16)

0.23% less ownership

Funds ownership: 48.19% → 47.96% (-0.23%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.43M

Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
4.52%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
39
Increased
111
Reduced
37
Closed
23
Calls
–
Puts
$1.43M
Net Calls
-$1.43M
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$25.2M
2
Wells Fargo
Wells Fargo
California
+$15.2M
3
LPL Financial
LPL Financial
California
+$11.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.1M
5
TC
Trilogy Capital
California
+$9.86M

Top Sellers

Rank Fund Capital Flow
1
PI
PFS Investments
Georgia
-$7.09M
2
CI
CX Institutional
Indiana
-$4.44M
3
CCP
Cardan Capital Partners
Colorado
-$4.19M
4
RCS
Retirement Capital Strategies
California
-$4.07M
5
SWP
Stratos Wealth Partners
Ohio
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$2.29M +$2.26M +43,498 New
WWM
77
Western Wealth Management
Colorado
$2.27M +$145K +2,804 +7%
TPWA
78
TRUE Private Wealth Advisors
Oregon
$2.2M +$62.7K +1,209 +3%
CAN
79
Cetera Advisor Networks
California
$2.07M -$229K -4,410 -10%
FFN
80
Focus Financial Network
Minnesota
$2.06M +$392K +7,553 +24%
SPIA
81
Steward Partners Investment Advisory
New York
$1.95M +$36K +694 +2%
AI
82
Atria Investments
North Carolina
$1.88M -$20.7K -400 -1%
FA
83
Faithward Advisors
Pennsylvania
$1.76M +$1.74M +33,498 New
WWM
84
WT Wealth Management
Arizona
$1.75M +$1.72M +33,209 New
RCS
85
Retirement Capital Strategies
California
$1.73M -$4.07M -78,465 -70%
NA
86
NewEdge Advisors
Louisiana
$1.67M +$516K +9,945 +46%
HR
87
Howe & Rusling
New York
$1.66M -$830 -16 -0.1%
PSF
88
Pacific Sun Financial
California
$1.64M +$115K +2,216 +8%
CC
89
Courier Capital
New York
$1.52M +$14.8K +285 +1%
BRWA
90
B. Riley Wealth Advisors
Florida
$1.48M +$200K +3,850 +16%
LFPWM
91
Leicht Financial Planning & Wealth Management
New Jersey
$1.45M +$307K +5,927 +27%
SWAG
92
Spectrum Wealth Advisory Group
California
$1.44M +$587K +11,320 +71%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$1.43M +$26.4K +509 +2%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$1.35M +$1.33M +25,717 New
WI
95
Wintrust Investments
Illinois
$1.33M +$46.9K +904 +4%
HIS
96
Harvest Investment Services
Illinois
$1.29M +$607K +11,711 +89%
GA
97
Gateway Advisory
New Jersey
$1.25M -$39.4K -760 -3%
DADC
98
D.A. Davidson & Co
Montana
$1.25M -$167K -3,212 -12%
PA
99
PFG Advisors
Arizona
$1.19M +$70.5K +1,359 +6%
NFG
100
Nations Financial Group
Iowa
$1.12M +$1.09M +20,932 New
2 3
4
5 6

XMLV Hedge Fund Activity: Q3 2019 in Review

206 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2019, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new XMLV positions and 23 closed out — a net gain of 16 holders — while 111 added to existing stakes and 37 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.2M. The largest seller was PFS Investments, cutting an estimated $7.09M.

  • 206 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2019, up from 190 in Q2 2019.
  • Funds reported $1.62B of Invesco S&P MidCap Low Volatility ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 39 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2019 was Ameriprise, an estimated $25.2M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2019 was PFS Investments, an estimated $7.09M sold.

Based on aggregated 13F filings for Q3 2019.