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Invesco S&P MidCap Low Volatility ETF
XMLV

198 hedge funds and large institutions have $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

19% more capital invested

Capital invested by funds: $509M → $603M (+$94.8M)

8% more funds holding

Funds holding: 183 → 198 (+15)

1.01% less ownership

Funds ownership: 52.39% → 51.38% (-1%)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
60
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.41M
2
Mariner
Mariner
Kansas
+$3.32M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.8M
4
Bank of America
Bank of America
North Carolina
+$2.04M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.17M
2
LPL Financial
LPL Financial
California
-$2.9M
3
CPA
Capital Planning Advisors
California
-$2.56M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.32M
5
KPWS
Kestra Private Wealth Services
Texas
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$708K -$686K -13,053 -50%
AA
77
ACT Advisors
North Carolina
$696K -$86.8K -1,650 -11%
SSWM
78
Sheets Smith Wealth Management
North Carolina
$688K – – –
HGWM
79
Harvest Group Wealth Management
Massachusetts
$662K -$21.9K -417 -3%
CA
80
Cetera Advisors
Colorado
$647K -$745K -14,158 -54%
WWM
81
Western Wealth Management
Colorado
$640K -$370K -7,033 -37%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$632K -$241K -4,588 -28%
PGAM
83
Princeton Global Asset Management
New Jersey
$625K -$526 -10 -0.1%
EFS
84
Essex Financial Services
Connecticut
$599K +$89.2K +1,697 +18%
AC
85
Avant Capital
Louisiana
$592K -$26.8K -510 -4%
WMWM
86
Whitaker-Myers Wealth Managers
Ohio
$584K +$574K +10,924 New
AWS
87
Atria Wealth Solutions
New York
$561K -$353K -6,713 -39%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$524K -$11.3K -214 -2%
SPWG
89
Syntegra Private Wealth Group
Missouri
$512K +$504K +9,580 New
Goldman Sachs
90
Goldman Sachs
New York
$511K -$2.84K -54 -0.6%
Citigroup
91
Citigroup
New York
$505K -$51.6K -981 -9%
PAG
92
Private Advisor Group
New Jersey
$493K -$27.3K -519 -1%
BOM
93
Bank of Marin
California
$491K -$5.42K -103 -1%
KAS
94
Kestra Advisory Services
Texas
$487K +$841 +16 +0.2%
IAS
95
Insigneo Advisory Services
Florida
$483K +$475K +9,037 New
N
96
Natixis
France
$468K +$460K +8,749 New
HNWAG
97
High Net Worth Advisory Group
Florida
$467K +$5.26K +100 +1%
SFG
98
StrategIQ Financial Group
Indiana
$466K +$43.4K +826 +10%
MNBTD
99
Moody National Bank Trust Division
Texas
$462K -$18.2K -346 -4%
PA
100
PFG Advisors
Arizona
$456K +$178K +3,384 +66%
2 3
4
5 6

XMLV Hedge Fund Activity: Q4 2022 in Review

198 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2022, worth a combined $603M — up 19% from $509M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new XMLV positions and 13 closed out — a net gain of 21 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.41M. The largest seller was Morgan Stanley, cutting an estimated $5.17M.

  • 198 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2022, up from 183 in Q3 2022.
  • Funds reported $603M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 34 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2022 and 13 closed out, a net change of +21 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $3.41M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2022 was Morgan Stanley, an estimated $5.17M sold.

Based on aggregated 13F filings for Q4 2022.