XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

187 hedge funds and large institutions have $473M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$4.02M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$22.2M
3
PCIA
Prime Capital Investment Advisors
Kansas
$3.6M
4
Jane Street
Jane Street
New York
$3.14M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$14.4M
2
MCC
Money Concepts Capital
Florida
$0
3
Wells Fargo
Wells Fargo
California
$12.4M
4
MWM
MorganRosel Wealth Management
Colorado
$509K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Avior Wealth Management
Nebraska
$5.02K – – –
WP
177
WealthPLAN Partners
Nebraska
$4.71K – – –
HS
178
Horan Securities
United States
$4.3K – – –
SWM
179
Spire Wealth Management
Virginia
$3.62K – – –
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$3.11K – – –
BTI
181
Blue Trust Inc
Georgia
$3K +$3K +51 New
SHIM
182
Stone House Investment Management
Pennsylvania
$2.43K +$2.43K +47 New
SS
183
Sunbelt Securities
Texas
$1.78K – – –
NCM
184
Northwest Capital Management
Oregon
$516 +$516 +10 New
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$362 – – –
TRCT
186
Tower Research Capital (TRC)
New York
$362 +$259 +5 +250%
SL
187
Savior LLC
Massachusetts
$259 – – –
PWM
188
Provident Wealth Management
Tennessee
$104 – – –
MCC
189
Money Concepts Capital
Florida
– -$9.66M -190,429 Closed
GSC
190
G&S Capital
Colorado
– -$2.26M -43,144 Closed
FFWM
191
Future Financial Wealth Management
Ohio
– -$1.62M -30,889 Closed
WA
192
Win Advisors
Florida
– -$829K -15,813 Closed
BAM
193
Belpointe Asset Management
Nevada
– -$627K -11,960 Closed
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
– -$569K -10,850 Closed
CPA
195
Capital Planning Advisors
California
– -$480K -9,165 Closed
MNBTD
196
Moody National Bank Trust Division
Texas
– -$452K -8,629 Closed
TA
197
TKG Advisors
Indiana
– -$415K -7,915 Closed
AWM
198
AE Wealth Management
Kansas
– -$326K -6,225 Closed
APP
199
Avantax Planning Partners
Iowa
– -$285K -5,441 Closed
PD
200
Planning Directions
Pennsylvania
– -$259K -4,946 Closed
5 6 7
8
9