Invesco S&P MidCap Low Volatility ETF
XMLV
203 hedge funds and large institutions have $634M invested in Invesco S&P MidCap Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 86 reducing their positions, and 20 closing their positions.
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
0% more funds holding
Funds holding: 203 → 203 (0)
2.98% less ownership
Funds ownership: 44.79% → 41.81% (-3%)
15% less capital invested
Capital invested by funds: $747M → $634M (-$113M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
34% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$18.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.16M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.58M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.52M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$57.2M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$34.9M |
| 3 |
VCM
Verde Capital Management
Clarkston,
Michigan
|
-$18.1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$6.98M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.34M |
XMLV Hedge Fund Activity: Q2 2021 in Review
203 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2021, worth a combined $634M — down 15% from $747M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XMLV positions and 20 closed out — a net gain of 1 holder — while 57 added to existing stakes and 86 trimmed.
The largest buyer was PFS Investments, opening a new position worth an estimated $18.5M. The largest seller was AE Wealth Management, cutting an estimated $57.2M.
- 203 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $634M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2021, down 15% quarter-over-quarter.
- 21 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2021 and 20 closed out, a net change of +1 holder.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2021 was PFS Investments, an estimated $18.5M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2021 was AE Wealth Management, an estimated $57.2M sold.
Based on aggregated 13F filings for Q2 2021.