Invesco S&P MidCap Low Volatility ETF
XMLV
204 hedge funds and large institutions have $746M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 100 reducing their positions, and 36 closing their positions.
2.95% less ownership
Funds ownership: 47.74% → 44.79% (-3%)
7% less funds holding
Funds holding: 219 → 204 (-15)
12% less capital invested
Capital invested by funds: $845M → $746M (-$98.9M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
31% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 36
55% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$51.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$6.7M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.52M |
| 4 |
Barclays
London,
United Kingdom
|
+$4.13M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$47.8M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$21.3M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$15.6M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$12.4M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.75M |
XMLV Hedge Fund Activity: Q1 2021 in Review
204 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2021, worth a combined $746M — down 12% from $845M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of XMLV and 25 opened new positions — a net loss of 11 holders — while 100 trimmed existing stakes and 45 added.
The largest buyer was AE Wealth Management, adding an estimated $51.8M. The largest seller was Ameriprise, cutting an estimated $47.8M.
- 204 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2021, down from 219 in Q4 2020.
- Funds reported $746M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2021, down 12% quarter-over-quarter.
- 25 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2021 and 36 closed out, a net change of -11 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2021 was AE Wealth Management, an estimated $51.8M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2021 was Ameriprise, an estimated $47.8M sold.
Based on aggregated 13F filings for Q1 2021.