Invesco S&P MidCap Low Volatility ETF
XMLV
17 hedge funds and large institutions have $11.3M invested in Invesco S&P MidCap Low Volatility ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
42% more funds holding
Funds holding: 12 → 17 (+5)
9% more capital invested
Capital invested by funds: $10.3M → $11.3M (+$957K)
1.7% less ownership
Funds ownership: 54.76% → 53.06% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$1.86M |
| 2 |
Axa
Paris,
France
|
+$402K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$327K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$143K |
| 5 |
LPL Financial
San Diego,
California
|
+$61.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$2.26M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$332K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$120K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$20.2K |
XMLV Hedge Fund Activity: Q4 2013 in Review
17 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2013, worth a combined $11.3M — up 9.3% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XMLV positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $1.86M. The largest seller was National Planning Corporation, cutting an estimated $2.26M.
- 17 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2013, up from 12 in Q3 2013.
- Funds reported $11.3M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2013, up 9.3% quarter-over-quarter.
- 6 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2013 and 1 closed out, a net change of +5 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2013 was Virtu Financial, an estimated $1.86M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2013 was National Planning Corporation, an estimated $2.26M sold.
Based on aggregated 13F filings for Q4 2013.