Invesco S&P MidCap Low Volatility ETF
XMLV
84 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 6 closing their positions.
251% more capital inflows, than outflows
Capital inflows: $61.7M | Capital outflows: $17.6M
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
73% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 22
12% more funds holding
Funds holding: 75 → 84 (+9)
0.15% more ownership
Funds ownership: 2.19% → 2.33% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$10M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.8M |
| 3 |
Advisor Group
Phoenix,
Arizona
|
+$5.78M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.6M |
| 5 |
Lincoln National Corp
Radnor,
Pennsylvania
|
+$4.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Estate Counselors
Thiensville,
Wisconsin
|
-$4.02M |
| 2 |
Hefty Wealth Partners
Auburn,
Indiana
|
-$2.11M |
| 3 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.89M |
| 4 |
Gateway Advisory
Westfield,
New Jersey
|
-$1.69M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.62M |
XMLV Hedge Fund Activity: Q1 2017 in Review
84 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2017, worth a combined $408M — up 12% from $365M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XMLV positions and 6 closed out — a net gain of 10 holders — while 38 added to existing stakes and 22 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $10M. The largest seller was Estate Counselors, cutting an estimated $4.02M.
- 84 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2017, up from 75 in Q4 2016.
- Funds reported $408M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2017, up 12% quarter-over-quarter.
- 16 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2017 and 6 closed out, a net change of +10 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $10M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2017 was Estate Counselors, an estimated $4.02M sold.
Based on aggregated 13F filings for Q1 2017.