Invesco S&P MidCap Low Volatility ETF
XMLV
255 hedge funds and large institutions have $2.02B invested in Invesco S&P MidCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 115 increasing their positions, 46 reducing their positions, and 17 closing their positions.
312% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 17
150% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 46
41% more funds holding in top 10
Funds holding in top 10: 17 → 24 (+7)
25% more capital invested
Capital invested by funds: $1.62B → $2.02B (+$399M)
24% more funds holding
Funds holding: 206 → 255 (+49)
5.93% more ownership
Funds ownership: 47.96% → 53.89% (+5.9%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$52.8M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$47.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.9M |
| 4 |
BA
BCM Advisors
Lafayette,
Louisiana
|
+$15.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$7.36M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$6.52M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$6.09M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$5.83M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$4.42M |
XMLV Hedge Fund Activity: Q4 2019 in Review
255 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2019, worth a combined $2.02B — up 25% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new XMLV positions and 17 closed out — a net gain of 53 holders — while 115 added to existing stakes and 46 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $52.8M. The largest seller was MML Investors Services, cutting an estimated $7.36M.
- 255 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2019, up from 206 in Q3 2019.
- Funds reported $2.02B of Invesco S&P MidCap Low Volatility ETF stock for Q4 2019, up 25% quarter-over-quarter.
- 70 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2019 and 17 closed out, a net change of +53 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $52.8M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2019 was MML Investors Services, an estimated $7.36M sold.
Based on aggregated 13F filings for Q4 2019.