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Invesco S&P MidCap Low Volatility ETF
XMLV

200 hedge funds and large institutions have $610M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.11% more ownership

Funds ownership: 46.74% → 53.85% (+7.1%)

3% less funds holding

Funds holding: 207 → 200 (-7)

6% less capital invested

Capital invested by funds: $651M → $610M (-$40.6M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

46% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 94

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
51
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$63.3M
2
BCM
Brookstone Capital Management
Illinois
+$24.4M
3
AIP
Almanack Investment Partners
Pennsylvania
+$13.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.84M
5
IA
IFP Advisors
Florida
+$3.66M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.54M
2
HGWM
Harvest Group Wealth Management
Massachusetts
-$6.47M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6M
4
MML Investors Services
MML Investors Services
Massachusetts
-$5.63M
5
PWAG
Polaris Wealth Advisory Group
California
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
176
Orion Capital Management
California
$28K – – –
TSWM
177
Tyler-Stone Wealth Management
Ohio
$28K – – –
MHR
178
Matthew Hamilton Rosenberg
$26K – – –
MIM
179
Macroview Investment Management
Maryland
$26K +$13.2K +240 +107%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$26K +$25.3K +461 New
CSB
181
City State Bank
Iowa
$24K – – –
CFN
182
Cordasco Financial Network
Florida
$24K – – –
EWM
183
EPG Wealth Management
Georgia
$24K +$110 +2 +0.5%
GWSG
184
GPS Wealth Strategies Group
Colorado
$21K +$9.6K +175 +90%
CIAS
185
CFS Investment Advisory Services
New Jersey
$21K +$63.3M +1,153,696 +4,953%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
SIS
187
Sound Income Strategies
Florida
$12K +$12K +218 New
BFO
188
Biltmore Family Office
North Carolina
$11K – – –
FPS
189
Fieldpoint Private Securities
Connecticut
$11K +$11K +200 New
CFD
190
Creative Financial Designs
Indiana
$10K – – –
NFSG
191
Newbridge Financial Services Group
Florida
$10K – – –
CFO
192
CVA Family Office
Colorado
$8K – – –
BlackRock
193
BlackRock
New York
$7K – – –
CAGAS
194
Capital Advisory Group Advisory Services
Minnesota
$6K +$5.49K +100 New
CG
195
Cutler Group
California
$5K -$5.49K -100 -50%
HS
196
Horan Securities
United States
$5K – – –
SCA
197
Stonebridge Capital Advisors
Minnesota
$4K -$5.49K -100 -56%
PA
198
PSI Advisors
Florida
$4K – – –
FEG
199
Financial Enhancement Group
Indiana
$3K – – –
RIM
200
Rockbridge Investment Management
New York
$2.49K – – –
5 6 7
8
9

XMLV Hedge Fund Activity: Q1 2022 in Review

200 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2022, worth a combined $610M — down 6.2% from $651M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of XMLV and 21 opened new positions — a net loss of 4 holders — while 94 trimmed existing stakes and 51 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $63.3M. The largest seller was Bank of America, cutting an estimated $6.54M.

  • 200 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2022, down from 207 in Q4 2021.
  • Funds reported $610M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2022, down 6.2% quarter-over-quarter.
  • 21 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2022 and 25 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $63.3M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2022 was Bank of America, an estimated $6.54M sold.

Based on aggregated 13F filings for Q1 2022.