Invesco S&P MidCap Low Volatility ETF
XMLV
12 hedge funds and large institutions have $10.3M invested in Invesco S&P MidCap Low Volatility ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
8% less funds holding
Funds holding: 13 → 12 (-1)
15.78% less ownership
Funds ownership: 70.54% → 54.76% (-16%)
42% less capital invested
Capital invested by funds: $17.8M → $10.3M (-$7.5M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$1.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$434K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$166K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$139K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$87.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.54M |
| 2 |
VF
Virtu Financial
New York
|
-$1.44M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.06M |
| 4 |
Morgan Stanley
New York
|
-$981K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$940K |
XMLV Hedge Fund Activity: Q3 2013 in Review
12 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2013, worth a combined $10.3M — down 42% from $17.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of XMLV and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 7 added.
The largest buyer was Good Harbor Financial, adding an estimated $1.3M. The largest seller was Bank of America, cutting an estimated $5.54M.
- 12 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2013, down from 13 in Q2 2013.
- Funds reported $10.3M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2013, down 42% quarter-over-quarter.
- 1 fund opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2013 and 2 closed out, a net change of -1 holder.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2013 was Good Harbor Financial, an estimated $1.3M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2013 was Bank of America, an estimated $5.54M sold.
Based on aggregated 13F filings for Q3 2013.