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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$5.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.85M
3
UBS Group
UBS Group
Switzerland
+$2.31M
4
WA
Waverly Advisors
Alabama
+$2M
5
CCFM
Clear Creek Financial Management
Washington
+$1.35M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$33.3M
2
IAIM
International Assets Investment Management
Florida
-$26.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$8.27M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$7.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$69K – – –
CCMI
152
Creative Capital Management Investments
California
$65.2K – – –
FRA
153
Front Row Advisors
California
$59K +$5.98K +111 +12%
VAMG
154
Voisard Asset Management Group
Michigan
$56.4K +$53.9K +1,000 New
HBW
155
Hazlett, Burt & Watson
West Virginia
$56K +$269 +5 +0.5%
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.9K +$17.3K +321 +52%
SOS
157
Silver Oak Securities
Tennessee
$50.9K -$29.3K -544 -38%
CWC
158
Carolinas Wealth Consulting
North Carolina
$49.1K +$46.9K +870 New
GRP
159
Global Retirement Partners
California
$44.6K -$16.2K -300 -28%
GWM
160
Geneos Wealth Management
Colorado
$35.4K -$18.9K -351 -36%
CAL
161
Capital Advisors Ltd
Ohio
$30K – – –
IA
162
IFP Advisors
Florida
$26.5K -$5.28K -98 -17%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$26K – – –
EWM
164
EPG Wealth Management
Georgia
$25.1K +$162 +3 +0.7%
CSB
165
City State Bank
Iowa
$24K – – –
PA
166
Pineridge Advisors
Missouri
$23.5K +$22.5K +417 New
AF
167
Advisornet Financial
Minnesota
$22.3K – – –
PA
168
PSI Advisors
Florida
$21.3K +$12.2K +227 +150%
GWSG
169
GPS Wealth Strategies Group
Colorado
$20.8K – – –
FIM
170
Fernwood Investment Management
Massachusetts
$19.6K +$18.8K +348 New
MIA
171
Milestone Investment Advisors
Wisconsin
$19.3K – – –
CP
172
Castleview Partners
Texas
$16.2K – – –
BFO
173
Biltmore Family Office
North Carolina
$11.3K – – –
NS
174
NBC Securities
Alabama
$11K -$10.3K -191 -50%
IGWM
175
ICA Group Wealth Management
Colorado
$10.9K – – –
5 6
7
8 9

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.