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Invesco S&P MidCap Low Volatility ETF
XMLV

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more capital invested

Capital invested by funds: $390M → $415M (+$25.2M)

2.25% more ownership

Funds ownership: 47.68% → 49.92% (+2.2%)

1% more funds holding

Funds holding: 184 → 186 (+2)

39% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 79

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$10.9M
2
Two Sigma Investments
Two Sigma Investments
New York
+$2.9M
3
SWM
Sculati Wealth Management
Michigan
+$2.24M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.53M
5
Stifel Financial
Stifel Financial
Missouri
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.07M
2
LPL Financial
LPL Financial
California
-$2.39M
3
Bank of America
Bank of America
North Carolina
-$1.93M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$938K
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
101
Pinnacle Bancorp
Nebraska
$319K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$318K +$104K +1,774 +52%
KPWS
103
Kestra Private Wealth Services
Texas
$317K -$1.93K -33 -0.6%
CIAS
104
CFS Investment Advisory Services
New Jersey
$315K +$302K +5,168 New
P
105
&Partners
Tennessee
$314K +$79.9K +1,369 +36%
CAP
106
Columbia Advisory Partners
Washington
$311K +$297K +5,092 New
MFGM
107
Marshall Financial Group (Maryland)
Maryland
$307K +$294K +5,030 New
SWP
108
Stratos Wealth Partners
Ohio
$306K +$78.7K +1,348 +37%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$301K – – –
JP Morgan Chase
110
JP Morgan Chase
New York
$300K -$7.18K -123 -2%
HNWAG
111
High Net Worth Advisory Group
Florida
$296K -$58.4K -1,000 -17%
RJT
112
Raymond James Trust
Florida
$293K – – –
IA
113
Inspire Advisors
Idaho
$285K -$461K -7,896 -63%
MCM
114
MAI Capital Management
Ohio
$282K – – –
MF
115
Meridian Financial
Massachusetts
$282K – – –
WI
116
WBI Investments
New Jersey
$274K +$22.8K +390 +10%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$274K +$109K +1,870 +71%
OIA
118
OneDigital Investment Advisors
Kansas
$274K – – –
PCFFS
119
Pacific Center for Financial Services
California
$273K +$759 +13 +0.3%
LT
120
Legacy Trust
Michigan
$269K – – –
ADL
121
Asset Dedication LLC
California
$261K – – –
SM
122
Sensible Money
Arizona
$261K – – –
CB
123
Chris Bulman
California
$252K -$9.34K -160 -4%
FA
124
Faithward Advisors
Pennsylvania
$251K +$234 +4 +0.1%
RFN
125
Redwood Financial Network
Ohio
$237K -$12.2K -209 -5%
3 4
5
6 7

XMLV Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2024, worth a combined $415M — up 6.5% from $390M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XMLV positions and 14 closed out — a net gain of 4 holders — while 48 added to existing stakes and 79 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $10.9M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $3.07M sold.

  • 186 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $415M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 18 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2024 was Beacon Harbor Wealth Advisors, an estimated $10.9M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2024.