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Invesco S&P MidCap Low Volatility ETF
XMLV

255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 17

150% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 46

41% more funds holding in top 10

Funds holding in top 10: 17 → 24 (+7)

25% more capital invested

Capital invested by funds: $1.62B → $2.02B (+$399M)

24% more funds holding

Funds holding: 206 → 255 (+49)

5.93% more ownership

Funds ownership: 47.96% → 53.89% (+5.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.44M

Holders
255
Holders Change
+49
Holders Change %
+23.79%
% of All Funds
5.02%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.47%
New
70
Increased
115
Reduced
46
Closed
17
Calls
–
Puts
$1.44M
Net Calls
-$1.44M
Net Calls Change
-$10K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$52.8M
2
PFG
Pacific Financial Group
Washington
+$47.9M
3
Ameriprise
Ameriprise
Minnesota
+$22.9M
4
BA
BCM Advisors
Louisiana
+$15.7M
5
Wells Fargo
Wells Fargo
California
+$14.7M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$7.36M
2
FHC
First Heartland Consultants
Missouri
-$6.52M
3
AIP
Almanack Investment Partners
Pennsylvania
-$6.09M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$5.83M
5
FEG
Financial Enhancement Group
Indiana
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAMA
201
Advanced Asset Management Advisors
Ohio
$222K +$3.02K +57 +1%
CG
202
CFO4Life Group
Texas
$217K – – –
US Bancorp
203
US Bancorp
Minnesota
$211K -$1.75K -33 -0.8%
RA
204
RFG Advisory
Alabama
$209K -$3.44K -65 -2%
Cerity Partners
205
Cerity Partners
New York
$206K +$203K +3,837 New
IAN
206
Integrated Advisors Network
Texas
$203K +$200K +3,772 New
WIA
207
World Investment Advisors
California
$201K +$198K +3,738 New
CIC
208
Carnegie Investment Counsel
Ohio
$200K +$197K +3,725 New
Daiwa Securities Group
209
Daiwa Securities Group
Japan
$194K +$63.6K +1,200 +50%
GRP
210
Global Retirement Partners
California
$173K +$96.2K +1,815 +129%
RG
211
Retirement Group
California
$171K +$168K +3,170 New
AA
212
Advisory Alpha
Michigan
$170K -$14.8K -279 -8%
JAWM
213
J. Arnold Wealth Management
Ohio
$166K +$163K +3,082 New
EIP
214
Ellis Investment Partners
Pennsylvania
$155K +$954 +18 +0.6%
JP Morgan Chase
215
JP Morgan Chase
New York
$145K – – –
CF
216
Centaurus Financial
California
$138K +$136K +2,561 New
WCAMG
217
Woodard & Company Asset Management Group
North Carolina
$78K +$76.8K +1,450 New
CA
218
CXI Advisors
Indiana
$76K +$75.1K +1,418 New
MWP
219
MYCIO Wealth Partners
Pennsylvania
$73K +$71.5K +1,350 New
Fidelity Investments
220
Fidelity Investments
Massachusetts
$71K -$51.1K -965 -42%
JWA
221
JFS Wealth Advisors
Pennsylvania
$65K +$64.3K +1,214 New
AIC
222
Archer Investment Corporation
Indiana
$62K +$61.5K +1,161 New
HI
223
Hoey Investments
Pennsylvania
$60K +$58.9K +1,111 New
PB
224
Pinnacle Bancorp
Nebraska
$59K – – –
TCOV
225
Trust Company of Vermont
Vermont
$54K +$53.6K +1,011 New
7 8
9
10 11

XMLV Hedge Fund Activity: Q4 2019 in Review

255 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2019, worth a combined $2.02B — up 25% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new XMLV positions and 17 closed out — a net gain of 53 holders — while 115 added to existing stakes and 46 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $52.8M. The largest seller was MML Investors Services, cutting an estimated $7.36M.

  • 255 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2019, up from 206 in Q3 2019.
  • Funds reported $2.02B of Invesco S&P MidCap Low Volatility ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 70 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2019 and 17 closed out, a net change of +53 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $52.8M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2019 was MML Investors Services, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2019.