Invesco S&P MidCap Low Volatility ETF
XMLV
219 hedge funds and large institutions have $845M invested in Invesco S&P MidCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 95 reducing their positions, and 24 closing their positions.
104% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 24
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11% more funds holding
Funds holding: 198 → 219 (+21)
1.96% more ownership
Funds ownership: 45.79% → 47.74% (+2%)
0% more capital invested
Capital invested by funds: $841M → $845M (+$3.57M)
49% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$20M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.24M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.09M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.69M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$19M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.4M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.4M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$11M |
XMLV Hedge Fund Activity: Q4 2020 in Review
219 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2020, worth a combined $845M — up 0.42% from $841M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new XMLV positions and 24 closed out — a net gain of 25 holders — while 48 added to existing stakes and 95 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $20M. The largest seller was LPL Financial, cutting an estimated $19M.
- 219 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2020, up from 198 in Q3 2020.
- Funds reported $845M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2020, up 0.42% quarter-over-quarter.
- 49 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2020 and 24 closed out, a net change of +25 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $20M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2020 was LPL Financial, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2020.