We are live on ! Find out more
XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 189 → 193 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7.44% less ownership

Funds ownership: 54.68% → 47.24% (-7.4%)

11% less capital invested

Capital invested by funds: $461M → $412M (-$49M)

51% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 86

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$5.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.85M
3
UBS Group
UBS Group
Switzerland
+$2.31M
4
WA
Waverly Advisors
Alabama
+$2M
5
CCFM
Clear Creek Financial Management
Washington
+$1.35M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$33.3M
2
IAIM
International Assets Investment Management
Florida
-$26.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$8.27M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$7.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$503K -$48.5K -901 -9%
AQR Capital Management
77
AQR Capital Management
Connecticut
$499K +$477K +8,853 New
MWM
78
MorganRosel Wealth Management
Colorado
$498K +$147K +2,733 +45%
SPWG
79
Syntegra Private Wealth Group
Missouri
$497K -$3.61K -67 -0.8%
EFS
80
Essex Financial Services
Connecticut
$489K +$377 +7 +0.1%
SWAG
81
Spectrum Wealth Advisory Group
California
$482K +$269 +5 +0.1%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$478K -$4.09K -76 -0.9%
EFL
83
ERn Financial LLC
Wisconsin
$478K – – –
CFS
84
Commonwealth Financial Services
West Virginia
$469K +$475K +8,813 New
ATPW
85
Ashton Thomas Private Wealth
Arizona
$447K -$3.18K -59 -0.7%
WMWM
86
Whitaker-Myers Wealth Managers
Ohio
$433K -$5.39K -100 -1%
AA
87
ACT Advisors
North Carolina
$431K -$42.8K -794 -9%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$424K +$7.33K +136 +2%
GVAG
89
Great Valley Advisor Group
Delaware
$411K +$392K +7,281 New
JCM
90
Jacobi Capital Management
Pennsylvania
$393K -$2.05K -38 -0.5%
DAS
91
Dynamic Advisor Solutions
Arizona
$392K +$140K +2,596 +60%
HNWAG
92
High Net Worth Advisory Group
Florida
$364K – – –
KWM
93
Kingsview Wealth Management
Oregon
$362K -$38.7K -719 -10%
DADC
94
D.A. Davidson & Co
Montana
$360K -$43.8K -812 -11%
WI
95
WBI Investments
New Jersey
$360K -$752K -13,955 -69%
PFA
96
Petra Financial Advisors
Colorado
$355K -$20.6K -383 -6%
SA
97
SRH Advisors
Kansas
$348K – – –
DIA
98
Dana Investment Advisors
Wisconsin
$344K -$15.8K -294 -5%
AWM
99
Accel Wealth Management
Iowa
$340K -$6.36K -118 -2%
IAIM
100
International Assets Investment Management
Florida
$336K -$26.8M -497,211 -99%
2 3
4
5 6

XMLV Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2024, worth a combined $412M — down 11% from $461M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XMLV positions and 20 closed out — a net gain of 7 holders — while 42 added to existing stakes and 86 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.4M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 193 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $412M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2024, down 11% quarter-over-quarter.
  • 27 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2024 and 20 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2024 was RWA Wealth Partners, an estimated $5.4M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q1 2024.