Invesco S&P MidCap Low Volatility ETF
XMLV
206 hedge funds and large institutions have $1.62B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 37 reducing their positions, and 23 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 37
70% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 23
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
15% more capital invested
Capital invested by funds: $1.41B → $1.62B (+$213M)
8% more funds holding
Funds holding: 190 → 206 (+16)
0.23% less ownership
Funds ownership: 48.19% → 47.96% (-0.23%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$15.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$11.3M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.1M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$9.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$7.09M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$4.44M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$4.19M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$4.07M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$3.84M |
XMLV Hedge Fund Activity: Q3 2019 in Review
206 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2019, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new XMLV positions and 23 closed out — a net gain of 16 holders — while 111 added to existing stakes and 37 trimmed.
The largest buyer was Ameriprise, adding an estimated $25.2M. The largest seller was PFS Investments, cutting an estimated $7.09M.
- 206 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2019, up from 190 in Q2 2019.
- Funds reported $1.62B of Invesco S&P MidCap Low Volatility ETF stock for Q3 2019, up 15% quarter-over-quarter.
- 39 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2019 was Ameriprise, an estimated $25.2M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2019 was PFS Investments, an estimated $7.09M sold.
Based on aggregated 13F filings for Q3 2019.