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Invesco S&P MidCap Low Volatility ETF
XMLV

207 hedge funds and large institutions have $651M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

11% more funds holding

Funds holding: 186 → 207 (+21)

9% more capital invested

Capital invested by funds: $595M → $651M (+$55.3M)

3.91% more ownership

Funds ownership: 42.83% → 46.74% (+3.9%)

25% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 75

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
50
Increased
56
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWAG
Polaris Wealth Advisory Group
California
+$4.17M
2
BCM
BlueCrest Capital Management
Jersey
+$3.45M
3
CA
Calton & Associates
Florida
+$2.75M
4
KPWS
Kestra Private Wealth Services
Texas
+$2.75M
5
GIA
Gladstone Institutional Advisory
Florida
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$9.23M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.18M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.33M
4
RJA
Raymond James & Associates
Florida
-$2.76M
5
LPL Financial
LPL Financial
California
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
176
Syverson Strege & Co
Iowa
$31K +$30.1K +539 New
OCM
177
Orion Capital Management
California
$29K – – –
TSWM
178
Tyler-Stone Wealth Management
Ohio
$29K +$27.9K +500 New
MHR
179
Matthew Hamilton Rosenberg
$27K -$12.8K -230 -33%
MTWM
180
Masso Torrence Wealth Management
New Jersey
$27K +$26.1K +468 New
CFN
181
Cordasco Financial Network
Florida
$25K – – –
EWM
182
EPG Wealth Management
Georgia
$25K +$56 +1 +0.2%
CSB
183
City State Bank
Iowa
$25K +$23.9K +427 New
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$2.63K -47 -15%
MIM
185
Macroview Investment Management
Maryland
$13K +$56 +1 +0.4%
PCMC
186
Paragon Capital Management (Colorado)
Colorado
$13K +$12.1K +216 New
BFO
187
Biltmore Family Office
North Carolina
$12K – – –
CG
188
Cutler Group
California
$11K -$16.8K -300 -60%
GWSG
189
GPS Wealth Strategies Group
Colorado
$11K – – –
NFSG
190
Newbridge Financial Services Group
Florida
$11K – – –
CFD
191
Creative Financial Designs
Indiana
$10K – – –
SCA
192
Stonebridge Capital Advisors
Minnesota
$10K +$9.95K +178 New
CFO
193
CVA Family Office
Colorado
$8K – – –
CWS
194
Confluence Wealth Services
Pennsylvania
$8K +$8.04K +144 New
BlackRock
195
BlackRock
New York
$7K – – –
TFS
196
TrustCore Financial Services
Tennessee
$6K – – –
HS
197
Horan Securities
United States
$5K +$4.64K +83 New
PA
198
PSI Advisors
Florida
$4K – – –
FEG
199
Financial Enhancement Group
Indiana
$3K – – –
RIM
200
Rockbridge Investment Management
New York
$3K – – –
6 7
8
9 10

XMLV Hedge Fund Activity: Q4 2021 in Review

207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2021, worth a combined $651M — up 9.3% from $595M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new XMLV positions and 22 closed out — a net gain of 28 holders — while 56 added to existing stakes and 75 trimmed.

The largest buyer was Polaris Wealth Advisory Group, opening a new position worth an estimated $4.17M. The largest seller was Ameriprise, cutting an estimated $9.23M.

  • 207 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2021, up from 186 in Q3 2021.
  • Funds reported $651M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 50 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2021 and 22 closed out, a net change of +28 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2021 was Polaris Wealth Advisory Group, an estimated $4.17M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2021 was Ameriprise, an estimated $9.23M sold.

Based on aggregated 13F filings for Q4 2021.