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Invesco S&P MidCap Low Volatility ETF
XMLV

109 hedge funds and large institutions have $530M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

25% more funds holding

Funds holding: 87 → 109 (+22)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more capital invested

Capital invested by funds: $480M → $530M (+$50.5M)

0.61% less ownership

Funds ownership: 41.97% → 41.36% (-0.61%)

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
30
Increased
37
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.57M
2
LPL Financial
LPL Financial
California
+$7.31M
3
Wells Fargo
Wells Fargo
California
+$3.67M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$3.55M
5
Ameriprise
Ameriprise
Minnesota
+$3.38M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.97M
2
NPC
National Planning Corporation
California
-$5.28M
3
Jane Street
Jane Street
New York
-$4.39M
4
TSS
Two Sigma Securities
New York
-$1.55M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
Calton & Associates
Florida
$13K +$13.2K +291 New
CAL
102
Capital Advisors Ltd
Ohio
$12K – – –
CCM
103
Cribstone Capital Management
Maine
$12K – – –
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$12K +$12.2K +269 New
CBT
105
Capital Bank & Trust
California
$9K +$9.06K +200 New
WA
106
Winfield Associates
Ohio
$7K +$6.8K +150 New
BlackRock
107
BlackRock
New York
$1K – – –
PG
108
Patten Group
Tennessee
$1K – – –
AF
109
Advisornet Financial
Minnesota
$1K +$725 +16 New
NPC
110
National Planning Corporation
California
– -$5.28M -120,377 Closed
TSS
111
Two Sigma Securities
New York
– -$1.55M -35,230 Closed
Citadel Advisors
112
Citadel Advisors
Florida
– -$1.3M -29,538 Closed
VF
113
Virtu Financial
New York
– -$1.06M -24,061 Closed
JIP
114
Jaffetilchin Investment Partners
Florida
– -$892K -20,325 Closed
SM
115
Sciencast Management
New Jersey
– -$217K -4,810 Closed
NFG
116
Next Financial Group
Texas
– -$143K -3,189 Closed
JP Morgan Chase
117
JP Morgan Chase
New York
– -$33K -748 Closed
1 2 3 4
5

XMLV Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2017, worth a combined $530M — up 11% from $480M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XMLV positions and 8 closed out — a net gain of 22 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.57M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $9.97M.

  • 109 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $530M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 30 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2017 and 8 closed out, a net change of +22 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2017 was Commonwealth Equity Services, an estimated $7.57M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2017.