Invesco S&P MidCap Low Volatility ETF
XMLV
16 hedge funds and large institutions have $17.3M invested in Invesco S&P MidCap Low Volatility ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
54% more capital invested
Capital invested by funds: $11.2M → $17.3M (+$6.07M)
6.86% more ownership
Funds ownership: 37.73% → 44.59% (+6.9%)
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.07M |
| 2 |
Morgan Stanley
New York
|
+$1.14M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$60.6K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$58K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$40.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$249K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$222K |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$130K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$43K |
| 5 |
LPL Financial
San Diego,
California
|
-$35.2K |
XMLV Hedge Fund Activity: Q3 2014 in Review
16 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2014, worth a combined $17.3M — up 54% from $11.2M a quarter earlier.
Fund positioning in XMLV was balanced in Q3 2014: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $6.07M. The largest seller was Good Harbor Financial, cutting an estimated $249K.
- 16 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $17.3M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2014, up 54% quarter-over-quarter.
- 4 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2014 and 4 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2014 was Raymond James Financial Services Advisors, an estimated $6.07M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2014 was Good Harbor Financial, an estimated $249K sold.
Based on aggregated 13F filings for Q3 2014.