XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

121 hedge funds and large institutions have $500M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+12
Holders Change %
+11.01%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
25
Increased
37
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFM
1
Jackson Financial Management
California
$9.52M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$9.15M
3
PI
3
PFS Investments
Georgia
$11.1M
4
Jane Street
4
Jane Street
New York
$3.28M
5
Bank of America
5
Bank of America
North Carolina
$51.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$30.4M
2
UBS Group
2
UBS Group
Switzerland
$17.5M
3
RJA
3
Raymond James & Associates
Florida
$9.2M
4
HNB
4
Huntington National Bank
Ohio
$8.06M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
101
Northwest Wealth Management
Iowa
$53K +$53K +1,190 New
SPL
102
Smart Portfolios LLC
Washington
$42K +$42K +937 New
GI
103
Gradient Investments
Minnesota
$36K – – –
CPIG
104
Chicago Partners Investment Group
Illinois
$30K – – –
RCAG
105
Rehmann Capital Advisory Group
Michigan
$30K +$30K +672 New
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$22K -$6.6K -150 -23%
NL
107
NVWM LLC
Pennsylvania
$22K – – –
1832 Asset Management
108
1832 Asset Management
Ontario, Canada
$16K – – –
BWM
109
Baystate Wealth Management
Massachusetts
$16K +$16K +350 New
AIM
110
Arcadia Investment Management
Michigan
$14K – – –
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$14K +$14K +311 New
CAL
112
Capital Advisors Ltd
Ohio
$12K – – –
Deutsche Bank
113
Deutsche Bank
Germany
$12K +$12K +284 New
MGIA
114
Moneta Group Investment Advisors
Missouri
$11K +$11K +250 New
CBT
115
Capital Bank & Trust
California
$9K – – –
CAGAS
116
Capital Advisory Group Advisory Services
Minnesota
$7K +$7K +175 New
CCA
117
Clearwater Capital Advisors
Illinois
$6K +$6K +140 New
ASN
118
Advisory Services Network
Georgia
$5K +$5K +119 New
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$2K +$2K +49 New
BlackRock
120
BlackRock
New York
$1K -$375 -6 -27%
PG
121
Patten Group
Tennessee
$1K – – –
PAG
122
Private Advisory Group
Washington
– -$2.16M -47,656 Closed
Baird Financial Group
123
Baird Financial Group
Wisconsin
– -$950K -20,929 Closed
MWM
124
Meridian Wealth Management
Kentucky
– -$828K -18,874 Closed
CCM
125
Compton Capital Management
Rhode Island
– -$791K -17,437 Closed
2 3 4
5
6