Invesco S&P MidCap Low Volatility ETF
XMLV
75 hedge funds and large institutions have $365M invested in Invesco S&P MidCap Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
10% more funds holding
Funds holding: 68 → 75 (+7)
4% more capital invested
Capital invested by funds: $353M → $365M (+$12.8M)
4.01% less ownership
Funds ownership: 51.72% → 47.72% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.54M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.19M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$4.18M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$2.16M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$23.8M |
| 2 |
WDL
Well Done LLC
Holland,
Michigan
|
-$9.88M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$7.19M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.25M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.36M |
XMLV Hedge Fund Activity: Q4 2016 in Review
75 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2016, worth a combined $365M — up 3.6% from $353M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new XMLV positions and 7 closed out — a net gain of 8 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was Ameriprise, adding an estimated $7.54M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $23.8M.
- 75 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2016, up from 68 in Q3 2016.
- Funds reported $365M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2016, up 3.6% quarter-over-quarter.
- 15 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2016 and 7 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2016 was Ameriprise, an estimated $7.54M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2016 was Raymond James Financial Services Advisors, an estimated $23.8M sold.
Based on aggregated 13F filings for Q4 2016.