Invesco S&P MidCap Low Volatility ETF
XMLV
28 hedge funds and large institutions have $37.8M invested in Invesco S&P MidCap Low Volatility ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
45% more capital invested
Capital invested by funds: $26.1M → $37.8M (+$11.7M)
17% more funds holding
Funds holding: 24 → 28 (+4)
4.87% less ownership
Funds ownership: 45.39% → 40.52% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.85M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.01M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$771K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$628K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$591K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$314K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$250K |
| 4 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$149K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$124K |
XMLV Hedge Fund Activity: Q1 2015 in Review
28 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2015, worth a combined $37.8M — up 45% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XMLV positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $5.85M. The largest seller was Virtu Financial, exiting entirely with an estimated $591K sold.
- 28 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2015, up from 24 in Q4 2014.
- Funds reported $37.8M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2015, up 45% quarter-over-quarter.
- 8 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2015 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2015 was UBS Group, an estimated $5.85M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2015 was Virtu Financial, an estimated $591K sold.
Based on aggregated 13F filings for Q1 2015.