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Invesco S&P MidCap Low Volatility ETF
XMLV

186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more capital invested

Capital invested by funds: $390M → $415M (+$25.2M)

2.25% more ownership

Funds ownership: 47.68% → 49.92% (+2.2%)

1% more funds holding

Funds holding: 184 → 186 (+2)

39% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 79

Holders
186
Holders Change
+2
Holders Change %
+1.09%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
48
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$10.9M
2
Two Sigma Investments
Two Sigma Investments
New York
+$2.9M
3
SWM
Sculati Wealth Management
Michigan
+$2.24M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.53M
5
Stifel Financial
Stifel Financial
Missouri
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.07M
2
LPL Financial
LPL Financial
California
-$2.39M
3
Bank of America
Bank of America
North Carolina
-$1.93M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$938K
Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
151
Hazlett, Burt & Watson
West Virginia
$61K +$292 +5 +0.5%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$58.6K +$56K +960 New
FRA
153
Front Row Advisors
California
$57.1K -$6.48K -111 -11%
PA
154
PSI Advisors
Florida
$56.6K +$292 +5 +0.5%
CWC
155
Carolinas Wealth Consulting
North Carolina
$53.1K – – –
CCMI
156
Creative Capital Management Investments
California
$48.8K – – –
FPFS
157
First Personal Financial Services
North Carolina
$42.7K -$103K -1,765 -72%
TSMHT
158
Thurston Springer Miller Herd & Titak
Indiana
$39.3K +$175 +3 +0.5%
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.9K – – –
CAL
160
Capital Advisors Ltd
Ohio
$32K – – –
FFA
161
Farther Finance Advisors
California
$30.2K +$22.8K +390 +375%
IA
162
IFP Advisors
Florida
$28.7K – – –
EWM
163
EPG Wealth Management
Georgia
$27.5K +$26.3K +450 New
CSB
164
City State Bank
Iowa
$26.1K – – –
AF
165
Advisornet Financial
Minnesota
$24.1K – – –
GWSG
166
GPS Wealth Strategies Group
Colorado
$24K – – –
GWM
167
Geneos Wealth Management
Colorado
$23K -$14.6K -250 -40%
GRP
168
Global Retirement Partners
California
$15.7K -$30K -514 -67%
LFG
169
Larson Financial Group
Missouri
$13.7K -$12.3K -211 -49%
DWM
170
Darwin Wealth Management
Florida
$12.6K +$12K +206 New
BFO
171
Biltmore Family Office
North Carolina
$12.2K – – –
TCG
172
Transcendent Capital Group
Oklahoma
$11.8K +$11.3K +194 New
CFD
173
Creative Financial Designs
Indiana
$10.9K – – –
TFGT
174
TS Financial Group (TSFG)
Illinois
$9K – – –
NS
175
NBC Securities
Alabama
$8K – – –
4 5 6
7
8

XMLV Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2024, worth a combined $415M — up 6.5% from $390M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XMLV positions and 14 closed out — a net gain of 4 holders — while 48 added to existing stakes and 79 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $10.9M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $3.07M sold.

  • 186 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $415M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 18 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2024 was Beacon Harbor Wealth Advisors, an estimated $10.9M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2024.