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Invesco S&P MidCap Low Volatility ETF
XMLV

194 hedge funds and large institutions have $403M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 51.45% → 51.27% (-0.18%)

1% less capital invested

Capital invested by funds: $408M → $403M (-$4.76M)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

3% less funds holding

Funds holding: 201 → 194 (-7)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
65
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWP
Avid Wealth Partners
Texas
+$6.91M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.56M
3
RWP
RWA Wealth Partners
Massachusetts
+$5.07M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.94M
5
NA
NewEdge Advisors
Louisiana
+$3.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$23.9M
2
DC
Dorval Corp
Minnesota
-$13.7M
3
EH
Equitable Holdings
New York
-$2.77M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.7M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$659K +$380K +6,184 +138%
EFS
77
Essex Financial Services
Connecticut
$655K +$18.4K +300 +3%
CL
78
Choreo LLC
Illinois
$594K – – –
AAS
79
Avantax Advisory Services
Texas
$586K -$16.6K -270 -3%
AC
80
Avant Capital
Louisiana
$569K -$31.8K -518 -5%
KAS
81
Kestra Advisory Services
Texas
$557K -$33.7K -548 -6%
AQR Capital Management
82
AQR Capital Management
Connecticut
$546K – – –
AWS
83
Atria Wealth Solutions
New York
$532K – – –
EFL
84
ERn Financial LLC
Wisconsin
$517K -$5.59K -91 -1%
SWAG
85
Spectrum Wealth Advisory Group
California
$515K +$430 +7 +0.1%
SPWG
86
Syntegra Private Wealth Group
Missouri
$511K – – –
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$500K +$18.4K +300 +4%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$496K +$169K +2,747 +52%
PBF
89
Petix & Botte Financial
California
$477K +$123 +2 +0%
WMWM
90
Whitaker-Myers Wealth Managers
Ohio
$476K +$3.5K +57 +0.7%
ATPW
91
Ashton Thomas Private Wealth
Arizona
$453K -$46.1K -751 -9%
JCM
92
Jacobi Capital Management
Pennsylvania
$427K -$6.63K -108 -2%
Invesco
93
Invesco
Georgia
$411K -$14.3K -233 -3%
CFS
94
Commonwealth Financial Services
West Virginia
$406K -$15.6K -254 -4%
GVAG
95
Great Valley Advisor Group
Delaware
$404K +$3.32K +54 +0.8%
DAS
96
Dynamic Advisor Solutions
Arizona
$397K – – –
IAS
97
Insigneo Advisory Services
Florida
$393K -$191K -3,106 -33%
PFA
98
Petra Financial Advisors
Colorado
$381K -$7K -114 -2%
KWM
99
Kingsview Wealth Management
Oregon
$379K -$246 -4 -0.1%
DIA
100
Dana Investment Advisors
Wisconsin
$377K – – –
2 3
4
5 6

XMLV Hedge Fund Activity: Q1 2025 in Review

194 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2025, worth a combined $403M — down 1.2% from $408M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XMLV and 14 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 65 added.

The largest buyer was Avid Wealth Partners, opening a new position worth an estimated $6.91M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $23.9M sold.

  • 194 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2025, down from 201 in Q4 2024.
  • Funds reported $403M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 14 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2025 was Avid Wealth Partners, an estimated $6.91M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2025.