XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

203 hedge funds and large institutions have $634M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
21
Increased
57
Reduced
86
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFS Investments
Georgia
$18.6M
2
Citadel Advisors
Citadel Advisors
Florida
$3.39M
3
TRCT
Tower Research Capital (TRC)
New York
$2.1M
4
UCFA
United Capital Financial Advisors
Texas
$3.18M
5
CAN
Cetera Advisor Networks
California
$2.95M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$372K
2
BCM
Brookstone Capital Management
Illinois
$0
3
VCM
Verde Capital Management
Michigan
$2.38M
4
HNB
Huntington National Bank
Ohio
$9.72M
5
HighTower Advisors
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
126
Snider Financial Group
Washington
$332K +$332K +6,163 New
SA
127
SRH Advisors
Kansas
$330K – – –
Creative Planning
128
Creative Planning
Kansas
$327K +$77.2K +1,442 +31%
EC
129
Estate Counselors
Wisconsin
$326K – – –
DIA
130
Dana Investment Advisors
Wisconsin
$321K +$9.8K +183 +3%
PCIA
131
Prime Capital Investment Advisors
Kansas
$313K +$313K +5,858 New
NFP
132
Novak Financial Planning
Maryland
$311K -$22.5K -421 -7%
WI
133
WBI Investments
New Jersey
$308K -$929K -17,360 -75%
HWMA
134
Heritage Wealth Management (Arizona)
Arizona
$301K -$113K -2,107 -27%
PB
135
Pinnacle Bancorp
Nebraska
$283K – – –
SFG
136
StrategIQ Financial Group
Indiana
$277K +$13.4K +251 +5%
VFIC
137
Valley Forge Investment Consultants
Pennsylvania
$273K +$273K +5,112 New
FPFS
138
First Personal Financial Services
North Carolina
$265K – – –
PCFFS
139
Pacific Center for Financial Services
California
$259K -$61.8K -1,154 -19%
SPIA
140
Steward Partners Investment Advisory
New York
$259K +$130K +2,441 +101%
US Bancorp
141
US Bancorp
Minnesota
$258K +$31.4K +586 +14%
PMG
142
ProVise Management Group
Florida
$246K +$246K +4,606 New
SI
143
Stephens Inc
Arkansas
$243K -$8.01K -150 -3%
TWP
144
Tempus Wealth Planning
California
$241K +$241K +4,514 New
SIAG
145
Safeguard Investment Advisory Group
California
$238K +$5.33K +100 +2%
CG
146
Clarus Group
Texas
$234K +$8.46K +156 +4%
AWA
147
Arete Wealth Advisors
Illinois
$230K -$9.56K -179 -4%
REMPR
148
Roof Eidam Maycock Peralta (REMP)
California
$220K – – –
NL
149
NWAM LLC
Washington
$220K +$220K +4,114 New
RI
150
Ridgewood Investments
New Jersey
$217K -$2.89K -54 -1%
4 5
6
7 8