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Invesco S&P MidCap Low Volatility ETF
XMLV

201 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

8% more funds holding

Funds holding: 186 → 201 (+15)

1.53% more ownership

Funds ownership: 49.92% → 51.45% (+1.5%)

2% less capital invested

Capital invested by funds: $415M → $408M (-$6.94M)

3% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 63

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
32
Increased
61
Reduced
63
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.89M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.07M
3
IAA
Independent Advisor Alliance
North Carolina
+$1.34M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.32M
5
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$11.4M
2
RWP
RWA Wealth Partners
Massachusetts
-$5.84M
3
KAS
Kestra Advisory Services
Texas
-$3.44M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.22M
5
Stifel Financial
Stifel Financial
Missouri
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$594K -$164K -2,620 -21%
AC
77
Avant Capital
Louisiana
$592K +$608K +9,731 New
CL
78
Choreo LLC
Illinois
$585K – – –
KAS
79
Kestra Advisory Services
Texas
$582K -$3.44M -55,049 -85%
IAS
80
Insigneo Advisory Services
Florida
$576K +$3.94K +63 +0.7%
AQR Capital Management
81
AQR Capital Management
Connecticut
$538K – – –
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$525K +$480K +7,678 +800%
AWS
83
Atria Wealth Solutions
New York
$524K – – –
EFL
84
ERn Financial LLC
Wisconsin
$515K – – –
SWAG
85
Spectrum Wealth Advisory Group
California
$507K +$375 +6 +0.1%
SPWG
86
Syntegra Private Wealth Group
Missouri
$504K -$11.9K -191 -2%
ATPW
87
Ashton Thomas Private Wealth
Arizona
$492K -$3.81K -61 -0.7%
Daiwa Securities Group
88
Daiwa Securities Group
Japan
$474K +$106K +1,700 +28%
PBF
89
Petix & Botte Financial
California
$470K – – –
WMWM
90
Whitaker-Myers Wealth Managers
Ohio
$466K +$3K +48 +0.6%
HIS
91
Harvest Investment Services
Illinois
$428K +$5.12K +82 +1%
JCM
92
Jacobi Capital Management
Pennsylvania
$427K +$62 +1 +0%
Invesco
93
Invesco
Georgia
$419K -$84.7K -1,356 -16%
CFS
94
Commonwealth Financial Services
West Virginia
$416K – – –
GVAG
95
Great Valley Advisor Group
Delaware
$395K -$1.5K -24 -0.4%
DAS
96
Dynamic Advisor Solutions
Arizona
$391K +$1.25K +20 +0.3%
PFA
97
Petra Financial Advisors
Colorado
$383K -$625 -10 -0.2%
AWM
98
Accel Wealth Management
Iowa
$376K +$1.69K +27 +0.4%
SA
99
SRH Advisors
Kansas
$376K – – –
KWM
100
Kingsview Wealth Management
Oregon
$374K +$7.56K +121 +2%
2 3
4
5 6

XMLV Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2024, worth a combined $408M — down 1.7% from $415M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new XMLV positions and 13 closed out — a net gain of 19 holders — while 61 added to existing stakes and 63 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $8.89M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $11.4M sold.

  • 201 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $408M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 32 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2024 and 13 closed out, a net change of +19 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $8.89M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2024 was Beacon Harbor Wealth Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.