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Invesco S&P MidCap Low Volatility ETF
XMLV

119 hedge funds and large institutions have $551M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

10% more capital invested

Capital invested by funds: $500M → $551M (+$51.8M)

1.65% more ownership

Funds ownership: 40.06% → 41.72% (+1.7%)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

2% less funds holding

Funds holding: 121 → 119 (-2)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
21
Increased
46
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$26.7M
2
Bank of America
Bank of America
North Carolina
+$9.96M
3
AI
Atria Investments
North Carolina
+$7.06M
4
CA
Cetera Advisors
Colorado
+$6.79M
5
SWP
Stratos Wealth Partners
Ohio
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
MIAN
Mariner Independent Advisor Network
Kansas
-$9.15M
2
MI
Moneywise Inc
Virginia
-$6.42M
3
LPL Financial
LPL Financial
California
-$4.17M
4
Invesco
Invesco
Georgia
-$4.12M
5
USAA
United Services Automobile Association
Texas
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
– -$1.23M -27,517 Closed
FHC
127
First Heartland Consultants
Missouri
– -$776K -17,322 Closed
CC
128
Cedar Capital
Illinois
– -$766K -17,100 Closed
VC
129
Vicus Capital
Pennsylvania
– -$657K -14,673 Closed
PWS
130
Paragon Wealth Strategies
Florida
– -$567K -12,654 Closed
AIP
131
Almanack Investment Partners
Pennsylvania
– -$403K -9,002 Closed
MHS
132
M Holdings Securities
Oregon
– -$290K -6,481 Closed
EFS
133
Essex Financial Services
Connecticut
– -$288K -6,429 Closed
NWM
134
Northwest Wealth Management
Iowa
– -$53K -1,190 Closed
GI
135
Gradient Investments
Minnesota
– -$36K -800 Closed
RCAG
136
Rehmann Capital Advisory Group
Michigan
– -$30K -672 Closed
1832 Asset Management
137
1832 Asset Management
Ontario, Canada
– -$16K -350 Closed
MGIA
138
Moneta Group Investment Advisors
Missouri
– -$11K -250 Closed
CCA
139
Clearwater Capital Advisors
Illinois
– -$6K -140 Closed
WAM
140
Wealthspire Advisors (Maryland)
Maryland
– -$2K -49 Closed
2 3 4 5
6

XMLV Hedge Fund Activity: Q2 2018 in Review

119 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2018, worth a combined $551M — up 10% from $500M a quarter earlier.

Fund positioning in XMLV was balanced in Q2 2018: 21 funds opened new positions, 21 closed out, 46 added to existing stakes and 32 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $26.7M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $9.15M sold.

  • 119 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2018, down from 121 in Q1 2018.
  • Funds reported $551M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2018, up 10% quarter-over-quarter.
  • 21 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2018 and 21 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $26.7M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $9.15M sold.

Based on aggregated 13F filings for Q2 2018.