XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

183 hedge funds and large institutions have $509M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 18 closing their positions.

Holders
183
Holders Change
-6
Holders Change %
-3.17%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
52
Reduced
81
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$23.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.41M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.39M
4
MCC
4
Money Concepts Capital
Florida
$2.18M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.64M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$8.6M
2
KAS
2
Kestra Advisory Services
Texas
$436K
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.57M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
101
StrategIQ Financial Group
Indiana
$379K +$16.9K +352 +5%
EFL
102
ERn Financial LLC
Wisconsin
$370K – – –
JCM
103
Jacobi Capital Management
Pennsylvania
$365K -$27.7K -578 -7%
GWM
104
Gray Wealth Management
Maine
$340K – – –
PFS
105
Prospera Financial Services
Texas
$339K -$20.2K -421 -6%
DADC
106
D.A. Davidson & Co
Montana
$336K -$2.6K -54 -0.8%
PBF
107
Petix & Botte Financial
California
$325K +$48 +1 +0%
DIA
108
Dana Investment Advisors
Wisconsin
$323K – – –
PPP
109
Private Portfolio Partners
New Jersey
$321K -$10.8K -225 -3%
RJT
110
Raymond James Trust
Florida
$321K – – –
FA
111
Faithward Advisors
Pennsylvania
$312K -$3.36K -70 -1%
FHA
112
First Horizon Advisors
Tennessee
$310K -$24.8K -518 -7%
AFP
113
Ausdal Financial Partners
Iowa
$304K -$10.2K -213 -3%
PB
114
Pinnacle Bancorp
Nebraska
$304K – – –
SA
115
SRH Advisors
Kansas
$297K – – –
Creative Planning
116
Creative Planning
Kansas
$288K +$34.8K +723 +14%
SPP
117
Single Point Partners
Massachusetts
$273K -$68.2K -1,418 -20%
AAP
118
Arax Advisory Partners
Colorado
$270K -$48K -998 -15%
TWM
119
Tradition Wealth Management
Minnesota
$269K -$77K -1,600 -22%
KWM
120
Kingsview Wealth Management
Oregon
$268K – – –
AWM
121
AE Wealth Management
Kansas
$267K +$267K +5,561 New
QWM
122
QP Wealth Management
New Jersey
$262K -$1.94K -40 -0.7%
TFS
123
Thoroughbred Financial Services
Tennessee
$261K -$70.4K -1,465 -21%
AWM
124
Accel Wealth Management
Iowa
$249K -$12.5K -249 -5%
LI
125
LMCG Investments
Massachusetts
$249K +$249K +5,182 New
3 4
5
6 7