Invesco S&P MidCap Low Volatility ETF
XMLV
189 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more capital invested
Capital invested by funds: $435M → $461M (+$25.6M)
4.9% more ownership
Funds ownership: 49.78% → 54.68% (+4.9%)
4% more funds holding
Funds holding: 182 → 189 (+7)
62% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.6M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$25.4M |
| 3 |
Bank of New York Mellon
New York
|
+$3.61M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$545K |
| 5 |
Two Sigma Investments
New York
|
+$514K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$9.82M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.09M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.77M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.32M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.71M |
XMLV Hedge Fund Activity: Q4 2023 in Review
189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2023, worth a combined $461M — up 5.9% from $435M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new XMLV positions and 15 closed out — a net gain of 9 holders — while 35 added to existing stakes and 93 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.6M. The largest seller was Advisornet Financial, cutting an estimated $9.82M.
- 189 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2023, up from 182 in Q3 2023.
- Funds reported $461M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2023, up 5.9% quarter-over-quarter.
- 24 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2023 and 15 closed out, a net change of +9 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.6M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2023 was Advisornet Financial, an estimated $9.82M sold.
Based on aggregated 13F filings for Q4 2023.