Invesco S&P MidCap Low Volatility ETF
XMLV
229 hedge funds and large institutions have $1.25B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 59 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 83
4.45% less ownership
Funds ownership: 53.89% → 49.44% (-4.4%)
10% less funds holding
Funds holding: 255 → 229 (-26)
34% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 59
38% less funds holding in top 10
Funds holding in top 10: 24 → 15 (-9)
38% less capital invested
Capital invested by funds: $2.02B → $1.25B (-$772M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.1M |
| 2 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$19.3M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.1M |
| 4 |
VCM
Verde Capital Management
Clarkston,
Michigan
|
+$8.19M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$6.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$44.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$42.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$36.2M |
| 4 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$30.2M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$23.6M |
XMLV Hedge Fund Activity: Q1 2020 in Review
229 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2020, worth a combined $1.25B — down 38% from $2.02B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of XMLV and 39 opened new positions — a net loss of 20 holders — while 83 trimmed existing stakes and 84 added.
The largest buyer was Ameriprise, adding an estimated $23.1M. The largest seller was Pacific Financial Group, cutting an estimated $44.7M.
- 229 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2020, down from 255 in Q4 2019.
- Funds reported $1.25B of Invesco S&P MidCap Low Volatility ETF stock for Q1 2020, down 38% quarter-over-quarter.
- 39 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2020 and 59 closed out, a net change of -20 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2020 was Ameriprise, an estimated $23.1M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2020 was Pacific Financial Group, an estimated $44.7M sold.
Based on aggregated 13F filings for Q1 2020.