Invesco S&P MidCap Low Volatility ETF
XMLV
193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
2% more funds holding
Funds holding: 189 → 193 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7.44% less ownership
Funds ownership: 54.68% → 47.24% (-7.4%)
11% less capital invested
Capital invested by funds: $461M → $412M (-$49M)
51% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$5.4M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.85M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.31M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$33.3M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$26.8M |
| 3 |
Bank of New York Mellon
New York
|
-$14.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$8.27M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$7.62M |
XMLV Hedge Fund Activity: Q1 2024 in Review
193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2024, worth a combined $412M — down 11% from $461M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new XMLV positions and 20 closed out — a net gain of 7 holders — while 42 added to existing stakes and 86 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.4M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.
- 193 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2024, up from 189 in Q4 2023.
- Funds reported $412M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 27 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2024 and 20 closed out, a net change of +7 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2024 was RWA Wealth Partners, an estimated $5.4M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.3M sold.
Based on aggregated 13F filings for Q1 2024.