Invesco S&P MidCap Low Volatility ETF
XMLV
194 hedge funds and large institutions have $403M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 18 closing their positions.
0.18% less ownership
Funds ownership: 51.45% → 51.27% (-0.18%)
1% less capital invested
Capital invested by funds: $408M → $403M (-$4.76M)
4% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 68
3% less funds holding
Funds holding: 201 → 194 (-7)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Avid Wealth Partners
San Antonio,
Texas
|
+$6.91M |
| 2 |
JP Morgan Chase
New York
|
+$6.56M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$5.07M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.94M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$23.9M |
| 2 |
DC
Dorval Corp
Maple Grove,
Minnesota
|
-$13.7M |
| 3 |
EH
Equitable Holdings
New York
|
-$2.77M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.7M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
201
Virtu Financial
New York
| – | -$750K | -12,334 | Closed |
|
|
IWC
202
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$326K | -5,352 | Closed |
|
203
Jane Street
New York
| – | -$317K | -5,218 | Closed |
|
|
TSS
204
Two Sigma Securities
New York
| – | -$245K | -4,031 | Closed |
|
|
CB
205
Chris Bulman
Roseville,
California
| – | -$242K | -3,974 | Closed |
|
|
BFG
206
Berger Financial Group
Plymouth,
Minnesota
| – | -$216K | -3,559 | Closed |
|
|
IIM
207
Ipswich Investment Management
Beverly,
Massachusetts
| – | -$216K | -3,558 | Closed |
|
|
PA
208
PSI Advisors
Tampa,
Florida
| – | -$59.3K | -975 | Closed |
|
|
CP
209
Castleview Partners
Dallas,
Texas
| – | -$17.5K | -288 | Closed |
|
|
TCG
210
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$11.8K | -194 | Closed |
|
|
ACA
211
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$6.57K | -108 | Closed |
|
|
Q1WB
212
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| – | -$973 | -16 | Closed |
|
XMLV Hedge Fund Activity: Q1 2025 in Review
194 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2025, worth a combined $403M — down 1.2% from $408M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of XMLV and 14 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 65 added.
The largest buyer was Avid Wealth Partners, opening a new position worth an estimated $6.91M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $23.9M sold.
- 194 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2025, down from 201 in Q4 2024.
- Funds reported $403M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2025, down 1.2% quarter-over-quarter.
- 14 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2025 was Avid Wealth Partners, an estimated $6.91M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $23.9M sold.
Based on aggregated 13F filings for Q1 2025.