Invesco S&P MidCap Low Volatility ETF
XMLV
87 hedge funds and large institutions have $457M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
21% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 29
12% more capital invested
Capital invested by funds: $408M → $457M (+$48.1M)
4% more funds holding
Funds holding: 84 → 87 (+3)
0.93% more ownership
Funds ownership: 41.79% → 42.72% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$19.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$10.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.42M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.16M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.85M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.66M |
| 3 |
CWM
Concert Wealth Management
San Jose,
California
|
-$1.93M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.26M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.12M |
XMLV Hedge Fund Activity: Q2 2017 in Review
87 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2017, worth a combined $457M — up 12% from $408M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XMLV positions and 8 closed out — a net gain of 3 holders — while 35 added to existing stakes and 29 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $19.6M. The largest seller was Wells Fargo, cutting an estimated $4.85M.
- 87 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2017, up from 84 in Q1 2017.
- Funds reported $457M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2017, up 12% quarter-over-quarter.
- 11 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2017 and 8 closed out, a net change of +3 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2017 was MML Investors Services, an estimated $19.6M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2017 was Wells Fargo, an estimated $4.85M sold.
Based on aggregated 13F filings for Q2 2017.