Invesco S&P MidCap Low Volatility ETF
XMLV
180 hedge funds and large institutions have $1.27B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 22 closing their positions.
333% more funds holding in top 10
Funds holding in top 10: 3 → 13 (+10)
159% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 22
103% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 35
51% more capital invested
Capital invested by funds: $839M → $1.27B (+$431M)
23% more funds holding
Funds holding: 146 → 180 (+34)
1.05% more ownership
Funds ownership: 47.84% → 48.89% (+1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$54.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$44M |
| 3 |
Morgan Stanley
New York
|
+$27.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.7M |
| 5 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$33.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$10.4M |
| 3 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$4.75M |
| 4 |
WDL
Well Done LLC
Holland,
Michigan
|
-$4.75M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.27M |
XMLV Hedge Fund Activity: Q1 2019 in Review
180 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2019, worth a combined $1.27B — up 51% from $839M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new XMLV positions and 22 closed out — a net gain of 35 holders — while 71 added to existing stakes and 35 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $54.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $33.2M.
- 180 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2019, up from 146 in Q4 2018.
- Funds reported $1.27B of Invesco S&P MidCap Low Volatility ETF stock for Q1 2019, up 51% quarter-over-quarter.
- 57 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2019 and 22 closed out, a net change of +35 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2019 was Horizon Investments, an estimated $54.9M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2019 was Raymond James Financial Services Advisors, an estimated $33.2M sold.
Based on aggregated 13F filings for Q1 2019.