Invesco S&P MidCap Low Volatility ETF
XMLV
118 hedge funds and large institutions have $539M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 21 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 32
8% more capital invested
Capital invested by funds: $500M → $539M (+$39.1M)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
0.45% less ownership
Funds ownership: 40.06% → 39.61% (-0.45%)
2% less funds holding
Funds holding: 121 → 118 (-3)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.96M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$7.06M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$6.79M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$5.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$9.15M |
| 2 |
MI
Moneywise Inc
Forest,
Virginia
|
-$6.42M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.17M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$4.12M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$2.24M |
XMLV Hedge Fund Activity: Q2 2018 in Review
118 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2018, worth a combined $539M — up 7.8% from $500M a quarter earlier.
Fund positioning in XMLV was balanced in Q2 2018: 21 funds opened new positions, 21 closed out, 45 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $9.96M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $9.15M sold.
- 118 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2018, down from 121 in Q1 2018.
- Funds reported $539M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2018, up 7.8% quarter-over-quarter.
- 21 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2018 and 21 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2018 was Bank of America, an estimated $9.96M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $9.15M sold.
Based on aggregated 13F filings for Q2 2018.