We are live on ! Find out more
XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

193 hedge funds and large institutions have $412M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 189 → 193 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7.44% less ownership

Funds ownership: 54.68% → 47.24% (-7.4%)

11% less capital invested

Capital invested by funds: $461M → $412M (-$49M)

51% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 86

Holders
193
Holders Change
+4
Holders Change %
+2.12%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
42
Reduced
86
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RWP
RWA Wealth Partners
Massachusetts
+$5.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.85M
3
UBS Group
UBS Group
Switzerland
+$2.31M
4
WA
Waverly Advisors
Alabama
+$2M
5
CCFM
Clear Creek Financial Management
Washington
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$33.3M
2
IAIM
International Assets Investment Management
Florida
-$26.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$8.27M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$7.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
176
Hilltop National Bank
Wyoming
$10.4K +$9.97K +185 New
CFD
177
Creative Financial Designs
Indiana
$10K – – –
TFGT
178
TS Financial Group (TSFG)
Illinois
$8K – – –
CFO
179
CVA Family Office
Colorado
$7.95K – – –
SIS
180
Sound Income Strategies
Florida
$6.15K – – –
FFA
181
Farther Finance Advisors
California
$5.83K – – –
ACA
182
Aptus Capital Advisors
Alabama
$4.85K +$4.63K +86 New
GWANC
183
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.85K +$4.63K +86 New
IPW
184
Impact Partnership Wealth
Georgia
$4.79K -$197K -3,651 -98%
CA
185
CoreCap Advisors
Michigan
$4.29K +$4.09K +76 New
SWM
186
Spire Wealth Management
Virginia
$3.95K – – –
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$3.38K – – –
LF
188
LifeSteps Financial
California
$2.65K +$2.53K +47 New
RG
189
Retirement Group
California
$2.54K – – –
AssetMark Inc
190
AssetMark Inc
California
$2.48K +$2.37K +44 New
SS
191
Sunbelt Securities
Texas
$1.38K – – –
WWMSC
192
Wagner Wealth Management (South Carolina)
South Carolina
$1.35K +$1.29K +24 New
TRCT
193
Tower Research Capital (TRC)
New York
$169 – – –
PWM
194
Provident Wealth Management
Tennessee
$113 – – –
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
– -$8.27M -155,419 Closed
HighTower Advisors
196
HighTower Advisors
Illinois
– -$3.85M -72,418 Closed
IA
197
IFG Advisory
Georgia
– -$1.13M -21,209 Closed
N
198
Natixis
France
– -$828K -15,580 Closed
FFN
199
Focus Financial Network
Minnesota
– -$575K -10,809 Closed
Two Sigma Investments
200
Two Sigma Investments
New York
– -$542K -10,200 Closed
5 6 7
8
9

XMLV Hedge Fund Activity: Q1 2024 in Review

193 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2024, worth a combined $412M — down 11% from $461M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XMLV positions and 20 closed out — a net gain of 7 holders — while 42 added to existing stakes and 86 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.4M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 193 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $412M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2024, down 11% quarter-over-quarter.
  • 27 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2024 and 20 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2024 was RWA Wealth Partners, an estimated $5.4M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q1 2024.