Invesco S&P MidCap Low Volatility ETF
XMLV
207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.
127% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 22
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
11% more funds holding
Funds holding: 186 → 207 (+21)
9% more capital invested
Capital invested by funds: $595M → $651M (+$55.3M)
3.91% more ownership
Funds ownership: 42.83% → 46.74% (+3.9%)
25% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$4.17M |
| 2 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$3.45M |
| 3 |
CA
Calton & Associates
Tampa,
Florida
|
+$2.75M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.75M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.23M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.33M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.76M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.47M |
XMLV Hedge Fund Activity: Q4 2021 in Review
207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2021, worth a combined $651M — up 9.3% from $595M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new XMLV positions and 22 closed out — a net gain of 28 holders — while 56 added to existing stakes and 75 trimmed.
The largest buyer was Polaris Wealth Advisory Group, opening a new position worth an estimated $4.17M. The largest seller was Ameriprise, cutting an estimated $9.23M.
- 207 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2021, up from 186 in Q3 2021.
- Funds reported $651M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
- 50 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2021 and 22 closed out, a net change of +28 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2021 was Polaris Wealth Advisory Group, an estimated $4.17M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2021 was Ameriprise, an estimated $9.23M sold.
Based on aggregated 13F filings for Q4 2021.