Invesco S&P MidCap Low Volatility ETF
XMLV
121 hedge funds and large institutions have $804M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 14 closing their positions.
123% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 26
49% more capital invested
Capital invested by funds: $539M → $804M (+$265M)
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
2.84% more ownership
Funds ownership: 39.61% → 42.45% (+2.8%)
3% more funds holding
Funds holding: 118 → 121 (+3)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$19.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.2M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.5M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.87M |
| 5 |
Morgan Stanley
New York
|
+$6.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$7.23M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$6.06M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.91M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.67M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.11M |
XMLV Hedge Fund Activity: Q3 2018 in Review
121 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2018, worth a combined $804M — up 49% from $539M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XMLV positions and 14 closed out — a net gain of 4 holders — while 58 added to existing stakes and 26 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $19.4M. The largest seller was Atria Investments, cutting an estimated $7.23M.
- 121 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2018, up from 118 in Q2 2018.
- Funds reported $804M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2018, up 49% quarter-over-quarter.
- 18 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2018 and 14 closed out, a net change of +4 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2018 was Credit Suisse, an estimated $19.4M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2018 was Atria Investments, an estimated $7.23M sold.
Based on aggregated 13F filings for Q3 2018.