Invesco S&P MidCap Low Volatility ETF
XMLV
202 hedge funds and large institutions have $1.05B invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 44 closing their positions.
2.42% less ownership
Funds ownership: 49.37% → 46.96% (-2.4%)
11% less funds holding
Funds holding: 228 → 202 (-26)
14% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 83
16% less capital invested
Capital invested by funds: $1.24B → $1.05B (-$195M)
53% less funds holding in top 10
Funds holding in top 10: 15 → 7 (-8)
55% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$11.7M |
| 2 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
+$6.72M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$6.11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.9M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$54.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$20.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$17M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$15.9M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$14M |
XMLV Hedge Fund Activity: Q2 2020 in Review
202 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2020, worth a combined $1.05B — down 16% from $1.24B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of XMLV and 20 opened new positions — a net loss of 24 holders — while 83 trimmed existing stakes and 71 added.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $11.7M. The largest seller was Ameriprise, cutting an estimated $54.1M.
- 202 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2020, down from 228 in Q1 2020.
- Funds reported $1.05B of Invesco S&P MidCap Low Volatility ETF stock for Q2 2020, down 16% quarter-over-quarter.
- 20 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2020 and 44 closed out, a net change of -24 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2020 was Cetera Advisors, an estimated $11.7M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2020 was Ameriprise, an estimated $54.1M sold.
Based on aggregated 13F filings for Q2 2020.