Invesco S&P MidCap Low Volatility ETF
XMLV
16 hedge funds and large institutions have $11.2M invested in Invesco S&P MidCap Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.
3,529% more capital inflows, than outflows
Capital inflows: $1.22M | Capital outflows: $33.7K
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
33% more funds holding
Funds holding: 12 → 16 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$592K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
+$213K |
| 3 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$122K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$56.4K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$39.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$13K |
| 2 |
LPL Financial
San Diego,
California
|
-$12.7K |
| 3 |
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$8K |
XMLV Hedge Fund Activity: Q2 2014 in Review
16 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2014, worth a combined $11.2M — up 18% from $9.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XMLV positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $592K. The largest seller was Creative Planning, exiting entirely with an estimated $13K sold.
- 16 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2014, up from 12 in Q1 2014.
- Funds reported $11.2M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2014, up 18% quarter-over-quarter.
- 6 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2014 and 2 closed out, a net change of +4 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2014 was Morgan Stanley, an estimated $592K added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2014 was Creative Planning, an estimated $13K sold.
Based on aggregated 13F filings for Q2 2014.