Invesco S&P MidCap Low Volatility ETF
XMLV
24 hedge funds and large institutions have $26.1M invested in Invesco S&P MidCap Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
51% more capital invested
Capital invested by funds: $17.3M → $26.1M (+$8.83M)
50% more funds holding
Funds holding: 16 → 24 (+8)
0.79% more ownership
Funds ownership: 44.59% → 45.39% (+0.79%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.39M |
| 2 |
AIG
American International Group
New York
|
+$1.48M |
| 3 |
VF
Virtu Financial
New York
|
+$570K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$487K |
| 5 |
HF
Hoxton Financial
Shepherdstown,
West Virginia
|
+$361K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$267K |
| 2 |
LPL Financial
San Diego,
California
|
-$197K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$38.9K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$36.7K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$34.5K |
XMLV Hedge Fund Activity: Q4 2014 in Review
24 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2014, worth a combined $26.1M — up 51% from $17.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XMLV positions and 1 closed out — a net gain of 9 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.39M. The largest seller was Good Harbor Financial, cutting an estimated $267K.
- 24 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2014, up from 16 in Q3 2014.
- Funds reported $26.1M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2014, up 51% quarter-over-quarter.
- 10 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2014 and 1 closed out, a net change of +9 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2014 was Raymond James Financial Services Advisors, an estimated $3.39M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2014 was Good Harbor Financial, an estimated $267K sold.
Based on aggregated 13F filings for Q4 2014.