Invesco S&P MidCap Low Volatility ETF
XMLV
88 hedge funds and large institutions have $481M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 11 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 21
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
5% more capital invested
Capital invested by funds: $457M → $481M (+$24.1M)
1% more funds holding
Funds holding: 87 → 88 (+1)
0.7% less ownership
Funds ownership: 42.72% → 42.03% (-0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.1M |
| 2 |
Jane Street
New York
|
+$2.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.62M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.04M |
| 5 |
Morgan Stanley
New York
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$3.04M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.8M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.32M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.23M |
| 5 |
JP Morgan Chase
New York
|
-$841K |
XMLV Hedge Fund Activity: Q3 2017 in Review
88 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2017, worth a combined $481M — up 5.3% from $457M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XMLV positions and 11 closed out — a net gain of 2 holders — while 45 added to existing stakes and 21 trimmed.
The largest buyer was Ameriprise, adding an estimated $4.1M. The largest seller was Advisor Group, cutting an estimated $3.04M.
- 88 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2017, up from 87 in Q2 2017.
- Funds reported $481M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2017, up 5.3% quarter-over-quarter.
- 13 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2017 and 11 closed out, a net change of +2 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2017 was Ameriprise, an estimated $4.1M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2017 was Advisor Group, an estimated $3.04M sold.
Based on aggregated 13F filings for Q3 2017.