XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

194 hedge funds and large institutions have $403M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-7
Holders Change %
-3.48%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
65
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Avid Wealth Partners
Texas
$6.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.9M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.96M
5
WI
5
WBI Investments
New Jersey
$3.18M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
DC
2
Dorval Corp
Minnesota
$0
3
EH
3
Equitable Holdings
New York
$3.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$102K +$90.7K +1,470 +831%
William Blair & Company
152
William Blair & Company
Illinois
$91.4K -$57.4K -930 -39%
T
153
Transce3nd
Texas
$89.2K – – –
Comerica Bank
154
Comerica Bank
Texas
$83.8K – – –
US Bancorp
155
US Bancorp
Minnesota
$75.5K – – –
GWSG
156
GPS Wealth Strategies Group
Colorado
$66.7K +$42.4K +687 +175%
FRA
157
Front Row Advisors
California
$57.7K – – –
CWC
158
Carolinas Wealth Consulting
North Carolina
$53.7K – – –
RCA
159
Runnymede Capital Advisors
Ohio
$45.4K – – –
MSWA
160
Marshall & Sterling Wealth Advisors
New York
$42.5K +$309 +5 +0.7%
TSMHT
161
Thurston Springer Miller Herd & Titak
Indiana
$40.4K +$370 +6 +0.9%
LWANC
162
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.4K – – –
CCMI
163
Creative Capital Management Investments
California
$36.4K -$13K -210 -26%
IA
164
IFP Advisors
Florida
$32.9K +$3.89K +63 +13%
AWM
165
AE Wealth Management
Kansas
$32.3K -$8.02K -130 -20%
CAL
166
Capital Advisors Ltd
Ohio
$32K – – –
CFP
167
Comprehensive Financial Planning
Pennsylvania
$28.2K +$185 +3 +0.7%
EWM
168
EPG Wealth Management
Georgia
$28.2K +$185 +3 +0.7%
RFG
169
REAP Financial Group
Texas
$27.3K +$247 +4 +0.9%
CSB
170
City State Bank
Iowa
$26.4K – – –
CI
171
CX Institutional
Indiana
$25K +$25K +399 New
MIA
172
Milestone Investment Advisors
Wisconsin
$19.6K -$1.48K -24 -7%
CIAS
173
Capital Investment Advisory Services
North Carolina
$19.5K -$19.5K -316 -50%
FFA
174
Farther Finance Advisors
California
$19.2K – – –
RF
175
Roxbury Financial
New Jersey
$18.8K +$125 +2 +0.7%
5 6
7
8 9