XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-8
Holders Change %
-4.04%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
73
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$9.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.8M
3
Wells Fargo
3
Wells Fargo
California
$19.2M
4
JWWM
4
Johnson & White Wealth Management
Pennsylvania
$1.95M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$687K

Top Sellers

1
PI
1
PFS Investments
Georgia
$25.7M
2
CPA
2
Capital Planning Advisors
California
$480K
3
HNB
3
Huntington National Bank
Ohio
$12.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
JWM
5
Janiczek Wealth Management
Colorado
$297K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
Avant Capital
Louisiana
$568K -$11.5K -219 -2%
HGWM
77
Harvest Group Wealth Management
Massachusetts
$560K -$88.6K -1,690 -14%
AWS
78
Atria Wealth Solutions
New York
$536K -$13.6K -259 -2%
WMWM
79
Whitaker-Myers Wealth Managers
Ohio
$533K -$38.9K -743 -7%
CL
80
Choreo LLC
Illinois
$533K +$533K +10,173 New
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$514K -$105K -2,001 -17%
Goldman Sachs
82
Goldman Sachs
New York
$511K +$9.8K +187 +2%
SFG
83
StrategIQ Financial Group
Indiana
$510K +$52.8K +1,007 +12%
SPWG
84
Syntegra Private Wealth Group
Missouri
$502K – – –
Citigroup
85
Citigroup
New York
$497K +$1.78K +34 +0.4%
CPA
86
Capital Planning Advisors
California
$480K -$21.6M -411,810 -98%
IAS
87
Insigneo Advisory Services
Florida
$477K +$3.14K +60 +0.7%
EFS
88
Essex Financial Services
Connecticut
$468K -$120K -2,282 -20%
KAS
89
Kestra Advisory Services
Texas
$459K -$17.7K -338 -4%
HNWAG
90
High Net Worth Advisory Group
Florida
$458K – – –
MNBTD
91
Moody National Bank Trust Division
Texas
$452K – – –
PA
92
PFG Advisors
Arizona
$441K -$5.19K -99 -1%
SPC
93
Sigma Planning Corp
Michigan
$431K -$4.04K -77 -0.9%
TA
94
TKG Advisors
Indiana
$415K -$14.8K -282 -3%
EFL
95
ERn Financial LLC
Wisconsin
$404K – – –
AAS
96
Avantax Advisory Services
Texas
$392K -$32.1K -613 -8%
DADC
97
D.A. Davidson & Co
Montana
$383K +$16.8K +320 +5%
JCM
98
Jacobi Capital Management
Pennsylvania
$370K +$2.25K +43 +0.6%
Creative Planning
99
Creative Planning
Kansas
$362K +$21.2K +405 +6%
LI
100
LMCG Investments
Massachusetts
$358K +$55.3K +1,055 +18%
2 3
4
5 6