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Invesco S&P MidCap Low Volatility ETF
XMLV

255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 17

150% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 46

41% more funds holding in top 10

Funds holding in top 10: 17 → 24 (+7)

25% more capital invested

Capital invested by funds: $1.62B → $2.02B (+$399M)

24% more funds holding

Funds holding: 206 → 255 (+49)

5.93% more ownership

Funds ownership: 47.96% → 53.89% (+5.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.44M

Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.02%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.47%
New
70
Increased
115
Reduced
46
Closed
17
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$10K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$52.8M
2
PFG
Pacific Financial Group
Washington
+$47.9M
3
Ameriprise
Ameriprise
Minnesota
+$22.9M
4
BA
BCM Advisors
Louisiana
+$15.7M
5
Wells Fargo
Wells Fargo
California
+$14.7M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$7.36M
2
FHC
First Heartland Consultants
Missouri
-$6.52M
3
AIP
Almanack Investment Partners
Pennsylvania
-$6.09M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$5.83M
5
FEG
Financial Enhancement Group
Indiana
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
PSI Advisors
Florida
$552K +$544K +10,273 New
Brown Advisory
152
Brown Advisory
Maryland
$533K -$20.1K -380 -4%
N
153
Natixis
France
$528K -$2.28K -43 -0.4%
PBF
154
Petix & Botte Financial
California
$527K +$519K +9,795 New
MNBTD
155
Moody National Bank Trust Division
Texas
$495K – – –
KWM
156
Kingsview Wealth Management
Oregon
$484K +$476K +8,993 New
MA
157
MONECO Advisors
Connecticut
$480K +$466K +8,799 New
MC
158
Moors & Cabot
Massachusetts
$470K +$63.7K +1,203 +16%
IA
159
IFP Advisors
Florida
$464K -$256K -4,823 -35%
NL
160
NWAM LLC
Washington
$457K +$91.6K +1,729 +26%
JIP
161
Jaffetilchin Investment Partners
Florida
$457K +$108K +2,034 +31%
VWM
162
Vigilare Wealth Management
Arizona
$446K +$436K +8,221 New
GIA
163
Gladstone Institutional Advisory
Florida
$433K -$167K -3,152 -28%
RJT
164
Raymond James Trust
Florida
$425K -$121K -2,285 -22%
PFS
165
Prospera Financial Services
Texas
$420K +$86.4K +1,630 +26%
CAN
166
Claraphi Advisory Network
United States
$410K +$15.9K +300 +4%
GCMG
167
Gyroscope Capital Management Group
Florida
$404K +$398K +7,507 New
DBRC
168
D.B. Root & Company
Pennsylvania
$397K +$2.07K +39 +0.5%
WWM
169
WJ Wealth Management
Arizona
$396K +$390K +7,367 New
NFG
170
Next Financial Group
Texas
$391K -$96.6K -1,824 -20%
TFS
171
Thoroughbred Financial Services
Tennessee
$391K +$70.9K +1,338 +23%
AAS
172
Avantax Advisory Services
Texas
$390K +$92K +1,737 +32%
AW
173
ACG Wealth
Georgia
$378K +$2.65K +50 +0.7%
BAM
174
Belpointe Asset Management
Nevada
$378K +$372K +7,022 New
SPP
175
Single Point Partners
Massachusetts
$369K +$364K +6,864 New
5 6
7
8 9

XMLV Hedge Fund Activity: Q4 2019 in Review

255 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2019, worth a combined $2.02B — up 25% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new XMLV positions and 17 closed out — a net gain of 53 holders — while 115 added to existing stakes and 46 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $52.8M. The largest seller was MML Investors Services, cutting an estimated $7.36M.

  • 255 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2019, up from 206 in Q3 2019.
  • Funds reported $2.02B of Invesco S&P MidCap Low Volatility ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 70 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2019 and 17 closed out, a net change of +53 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $52.8M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2019 was MML Investors Services, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2019.