Invesco S&P MidCap Low Volatility ETF
XMLV
198 hedge funds and large institutions have $841M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 25 closing their positions.
1.17% less ownership
Funds ownership: 46.96% → 45.79% (-1.2%)
2% less funds holding
Funds holding: 202 → 198 (-4)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
20% less capital invested
Capital invested by funds: $1.05B → $841M (-$208M)
33% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$10.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.4M |
| 3 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
+$9.02M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.75M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$44.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$42.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$23.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.2M |
| 5 |
LPL Financial
San Diego,
California
|
-$14.4M |
XMLV Hedge Fund Activity: Q3 2020 in Review
198 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2020, worth a combined $841M — down 20% from $1.05B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of XMLV and 22 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 60 added.
The largest buyer was JFS Wealth Advisors, adding an estimated $10.7M. The largest seller was Invesco, cutting an estimated $44.7M.
- 198 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2020, down from 202 in Q2 2020.
- Funds reported $841M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2020, down 20% quarter-over-quarter.
- 22 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2020 and 25 closed out, a net change of -3 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2020 was JFS Wealth Advisors, an estimated $10.7M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2020 was Invesco, an estimated $44.7M sold.
Based on aggregated 13F filings for Q3 2020.