Invesco S&P MidCap Low Volatility ETF
XMLV
32 hedge funds and large institutions have $61.5M invested in Invesco S&P MidCap Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
125% more capital invested
Capital invested by funds: $27.3M → $61.5M (+$34.1M)
21.12% more ownership
Funds ownership: 26.77% → 47.89% (+21%)
10% more funds holding
Funds holding: 29 → 32 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$18.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.82M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.8M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.14M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$889K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$610K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$86.4K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$34K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$19K |
XMLV Hedge Fund Activity: Q4 2015 in Review
32 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2015, worth a combined $61.5M — up 125% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XMLV positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $18.7M. The largest seller was Bank of America, cutting an estimated $889K.
- 32 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2015, up from 29 in Q3 2015.
- Funds reported $61.5M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2015, up 125% quarter-over-quarter.
- 7 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2015 and 3 closed out, a net change of +4 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2015 was Raymond James Financial Services Advisors, an estimated $18.7M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2015 was Bank of America, an estimated $889K sold.
Based on aggregated 13F filings for Q4 2015.