XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
Polaris Wealth Advisory Group
California
$4.37M
2
BCM
BlueCrest Capital Management
Jersey
$3.61M
3
CA
Calton & Associates
Florida
$2.88M
4
KPWS
Kestra Private Wealth Services
Texas
$7.38M
5
GIA
Gladstone Institutional Advisory
Florida
$1.69M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$30.5M
2
HNB
Huntington National Bank
Ohio
$10.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$7.01M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
RJA
Raymond James & Associates
Florida
$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$383K – – –
SFG
127
StrategIQ Financial Group
Indiana
$378K +$89.1K +1,524 +31%
PB
128
Pinnacle Bancorp
Nebraska
$370K – – –
SA
129
SRH Advisors
Kansas
$361K -$8.77K -150 -2%
FHA
130
First Horizon Advisors
Tennessee
$357K -$41.7K -713 -10%
NFG
131
Next Financial Group
Texas
$330K -$18K -309 -5%
SWM
132
SeaCrest Wealth Management
New York
$320K +$9.7K +166 +3%
PCFFS
133
Pacific Center for Financial Services
California
$312K +$28.4K +485 +10%
AWM
134
Accel Wealth Management
Iowa
$309K +$72.2K +1,233 +30%
SPIA
135
Steward Partners Investment Advisory
New York
$284K +$6.97K +119 +3%
MFGM
136
Marshall Financial Group (Maryland)
Maryland
$281K -$727K -12,463 -72%
TWP
137
Tempus Wealth Planning
California
$278K – – –
PTC
138
Private Trust Company
Ohio
$278K +$278K +4,748 New
TC
139
Trilogy Capital
California
$270K +$270K +4,624 New
VF
140
Virtu Financial
New York
$266K +$266K +4,549 New
AF
141
Allworth Financial
California
$265K -$57.1K -978 -18%
SIAG
142
Safeguard Investment Advisory Group
California
$262K +$526 +9 +0.2%
US Bancorp
143
US Bancorp
Minnesota
$255K -$26.8K -459 -10%
HCM
144
Howard Capital Management
Georgia
$248K -$30.3K -518 -11%
QWM
145
QP Wealth Management
New Jersey
$245K +$245K +4,191 New
REMPR
146
Roof Eidam Maycock Peralta (REMP)
California
$241K – – –
IAG
147
Investment Advisory Group
Massachusetts
$237K +$237K +4,387 New
FF
148
Financial Futures
New Jersey
$230K +$230K +3,938 New
SAM
149
Strategic Asset Management
Minnesota
$220K +$49.1K +841 +29%
AWA
150
Arete Wealth Advisors
Illinois
$220K +$220K +3,780 New
4 5
6
7 8