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Invesco S&P MidCap Low Volatility ETF
XMLV

202 hedge funds and large institutions have $447M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $403M → $447M (+$43.1M)

4% more funds holding

Funds holding: 194 → 202 (+8)

3.35% more ownership

Funds ownership: 51.27% → 54.62% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
2.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
71
Reduced
65
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DC
Dorval Corp
Minnesota
+$14.2M
2
LPL Financial
LPL Financial
California
+$12.9M
3
Stifel Financial
Stifel Financial
Missouri
+$8.76M
4
MWM
MorganRosel Wealth Management
Colorado
+$5.16M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5M

Top Sellers

Rank Fund Capital Flow
1
SWM
Sculati Wealth Management
Michigan
-$5.85M
2
RWP
RWA Wealth Partners
Massachusetts
-$5.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.43M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.74M
5
BCM
Brookstone Capital Management
Illinois
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
76
Jane Street
New York
$668K +$658K +10,835 New
EFS
77
Essex Financial Services
Connecticut
$655K +$364 +6 +0.1%
OIA
78
OneDigital Investment Advisors
Kansas
$644K -$13.7K -226 -2%
AAS
79
Ameritas Advisory Services
Nebraska
$623K -$198K -3,253 -24%
Citadel Advisors
80
Citadel Advisors
Florida
$602K +$592K +9,756 New
CL
81
Choreo LLC
Illinois
$593K – – –
Goldman Sachs
82
Goldman Sachs
New York
$583K -$1.2M -19,824 -68%
JWCA
83
J.W. Cole Advisors
Florida
$580K +$345K +5,677 +152%
AWS
84
Atria Wealth Solutions
New York
$548K +$16K +263 +3%
AQR Capital Management
85
AQR Capital Management
Connecticut
$546K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$519K +$293K +4,824 +134%
EFL
87
ERn Financial LLC
Wisconsin
$517K – – –
VF
88
Virtu Financial
New York
$516K +$508K +8,373 New
SWAG
89
Spectrum Wealth Advisory Group
California
$515K +$304 +5 +0.1%
SPWG
90
Syntegra Private Wealth Group
Missouri
$511K – – –
AC
91
Avant Capital
Louisiana
$509K -$58.6K -965 -10%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$496K +$191K +3,152 +65%
Daiwa Securities Group
93
Daiwa Securities Group
Japan
$481K -$18.2K -300 -4%
WMWM
94
Whitaker-Myers Wealth Managers
Ohio
$479K +$3.76K +62 +0.8%
PBF
95
Petix & Botte Financial
California
$476K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$450K -$45.4K -748 -9%
Invesco
97
Invesco
Georgia
$432K +$21.5K +354 +5%
JCM
98
Jacobi Capital Management
Pennsylvania
$429K +$2.37K +39 +0.6%
ATPW
99
Ashton Thomas Private Wealth
Arizona
$414K -$37.8K -623 -8%
GVAG
100
Great Valley Advisor Group
Delaware
$407K +$2.61K +43 +0.7%
2 3
4
5 6

XMLV Hedge Fund Activity: Q2 2025 in Review

202 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2025, worth a combined $447M — up 11% from $403M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMLV positions and 11 closed out — a net gain of 9 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Dorval Corp, opening a new position worth an estimated $14.2M. The largest seller was Sculati Wealth Management, cutting an estimated $5.85M.

  • 202 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2025, up from 194 in Q1 2025.
  • Funds reported $447M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2025 and 11 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2025 was Dorval Corp, an estimated $14.2M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q2 2025.