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Invesco S&P MidCap Low Volatility ETF
XMLV

145 hedge funds and large institutions have $837M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 19

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

21% more funds holding

Funds holding: 120 → 145 (+25)

5.41% more ownership

Funds ownership: 42.32% → 47.74% (+5.4%)

4% more capital invested

Capital invested by funds: $802M → $837M (+$35.3M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
145
Holders Change
+25
Holders Change %
+20.83%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
46
Increased
65
Reduced
19
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$54.7M
2
Wells Fargo
Wells Fargo
California
+$27.2M
3
UBS Group
UBS Group
Switzerland
+$26.6M
4
Ameriprise
Ameriprise
Minnesota
+$26.4M
5
LPL Financial
LPL Financial
California
+$24.9M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$19.4M
2
JFM
Jackson Financial Management
California
-$5.18M
3
PCFFS
Pacific Center for Financial Services
California
-$4.47M
4
PAG
Private Advisor Group
New Jersey
-$3.7M
5
AIM
Advantage Investment Management
Iowa
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
151
Global Financial Private Capital
Florida
– -$218K -4,482 Closed
REMPR
152
Roof Eidam Maycock Peralta (REMP)
California
– -$200K -4,120 Closed
Deutsche Bank
153
Deutsche Bank
Germany
– -$159K -3,284 Closed
WCAMG
154
Woodard & Company Asset Management Group
North Carolina
– -$70K -1,450 Closed
APP
155
Avantax Planning Partners
Iowa
– -$33K -683 Closed
CPIG
156
Chicago Partners Investment Group
Illinois
– -$31K -666 Closed
SPL
157
Smart Portfolios LLC
Washington
– -$21K -426 Closed
BWM
158
Baystate Wealth Management
Massachusetts
– -$17K -353 Closed
CAG
159
Csenge Advisory Group
Florida
– -$14K -305 Closed
CBT
160
Capital Bank & Trust
California
– -$10K -200 Closed
PG
161
Patten Group
Tennessee
– -$1K -25 Closed
Fidelity Investments
162
Fidelity Investments
Massachusetts
– +$187 +4 New
Simplex Trading
163
Simplex Trading
Illinois
– +$749 +16 New
3 4 5 6
7

XMLV Hedge Fund Activity: Q4 2018 in Review

145 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2018, worth a combined $837M — up 4.4% from $802M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new XMLV positions and 18 closed out — a net gain of 28 holders — while 65 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $54.7M. The largest seller was Credit Suisse, exiting entirely with an estimated $19.4M sold.

  • 145 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2018, up from 120 in Q3 2018.
  • Funds reported $837M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2018, up 4.4% quarter-over-quarter.
  • 46 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2018 and 18 closed out, a net change of +28 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $54.7M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2018 was Credit Suisse, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2018.