Invesco S&P MidCap Low Volatility ETF
XMLV
145 hedge funds and large institutions have $837M invested in Invesco S&P MidCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 18 closing their positions.
242% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 19
156% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 18
21% more funds holding
Funds holding: 120 → 145 (+25)
5.41% more ownership
Funds ownership: 42.32% → 47.74% (+5.4%)
4% more capital invested
Capital invested by funds: $802M → $837M (+$35.3M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$54.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$27.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$26.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$19.4M |
| 2 |
JFM
Jackson Financial Management
Costa Mesa,
California
|
-$5.18M |
| 3 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
|
-$4.47M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.7M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$1.61M |
XMLV Hedge Fund Activity: Q4 2018 in Review
145 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2018, worth a combined $837M — up 4.4% from $802M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new XMLV positions and 18 closed out — a net gain of 28 holders — while 65 added to existing stakes and 19 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $54.7M. The largest seller was Credit Suisse, exiting entirely with an estimated $19.4M sold.
- 145 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2018, up from 120 in Q3 2018.
- Funds reported $837M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2018, up 4.4% quarter-over-quarter.
- 46 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2018 and 18 closed out, a net change of +28 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $54.7M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2018 was Credit Suisse, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2018.