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Invesco S&P MidCap Low Volatility ETF
XMLV

109 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, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

25% more funds holding

Funds holding: 87 → 109 (+22)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more capital invested

Capital invested by funds: $480M → $530M (+$50.5M)

0.61% less ownership

Funds ownership: 41.97% → 41.36% (-0.61%)

Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
30
Increased
37
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.57M
2
LPL Financial
LPL Financial
California
+$7.31M
3
Wells Fargo
Wells Fargo
California
+$3.67M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$3.55M
5
Ameriprise
Ameriprise
Minnesota
+$3.38M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.97M
2
NPC
National Planning Corporation
California
-$5.28M
3
Jane Street
Jane Street
New York
-$4.39M
4
TSS
Two Sigma Securities
New York
-$1.55M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$61.4M -$1.21M -26,689 -2%
Bank of America
2
Bank of America
North Carolina
$49.7M +$3.27M +72,131 +7%
Wells Fargo
3
Wells Fargo
California
$48.6M +$3.67M +80,884 +8%
LPL Financial
4
LPL Financial
California
$35.8M +$7.31M +161,213 +26%
Morgan Stanley
5
Morgan Stanley
New York
$35.3M -$759K -16,757 -2%
Ameriprise
6
Ameriprise
Minnesota
$33.9M +$3.38M +74,638 +11%
UBS Group
7
UBS Group
Switzerland
$28M +$2.74M +60,413 +11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$25.5M -$9.97M -219,920 -28%
MML Investors Services
9
MML Investors Services
Massachusetts
$22.9M +$1.04M +22,865 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.9M +$7.57M +167,058 +61%
RJA
11
Raymond James & Associates
Florida
$19.5M -$204K -4,492 -1%
PCFFS
12
Pacific Center for Financial Services
California
$13.7M +$190K +4,183 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.9M +$790K +17,424 +7%
MI
14
Moneywise Inc
Virginia
$8.18M -$331K -7,301 -4%
PI
15
PFS Investments
Georgia
$7.79M +$7.71M +170,141 New
HNB
16
Huntington National Bank
Ohio
$7.66M – – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$7.33M +$657K +14,502 +10%
HWP
18
Hefty Wealth Partners
Indiana
$7.06M +$1.65M +36,315 +30%
CT
19
CPF Texas
Texas
$5.36M +$5.35M +118,151 New
AG
20
Advisor Group
Arizona
$4.86M +$377K +8,325 +8%
SMC
21
Smith, Moore & Co
Missouri
$4.67M +$12.6K +278 +0.3%
MIAN
22
Mariner Independent Advisor Network
Kansas
$4.58M +$3.55M +78,354 +334%
WDL
23
Well Done LLC
Michigan
$3.83M -$61.6K -1,360 -2%
OPWM
24
Oak Point Wealth Management
Michigan
$3.53M +$3.53M +77,873 New
CAL
25
Capital Analysts LLC
Pennsylvania
$3.15M +$134K +2,959 +4%
1
2 3 4 5

XMLV Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 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 11% from $480M 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 28 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.

  • 109 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $530M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2017, up 11% 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.