Invesco S&P MidCap Low Volatility ETF
XMLV
110 hedge funds and large institutions have $530M invested in Invesco S&P MidCap Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 8 closing their positions.
275% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 8
28% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 29
25% more funds holding
Funds holding: 88 → 110 (+22)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $481M → $530M (+$49.8M)
0.66% less ownership
Funds ownership: 42.03% → 41.36% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.57M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.67M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$3.55M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.97M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$5.28M |
| 3 |
Jane Street
New York
|
-$4.39M |
| 4 |
TSS
Two Sigma Securities
New York
|
-$1.55M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.3M |
XMLV Hedge Fund Activity: Q4 2017 in Review
110 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2017, worth a combined $530M — up 10% from $481M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new XMLV positions and 8 closed out — a net gain of 22 holders — while 37 added to existing stakes and 29 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $7.57M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $9.97M.
- 110 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2017, up from 88 in Q3 2017.
- Funds reported $530M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 30 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2017 and 8 closed out, a net change of +22 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2017 was Commonwealth Equity Services, an estimated $7.57M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $9.97M sold.
Based on aggregated 13F filings for Q4 2017.