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Invesco S&P MidCap Low Volatility ETF

200 hedge funds and large institutions have $610M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 46.74% → 48.51% (+1.8%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

3% less funds holding

Funds holding: 206 → 200 (-6)

14% less capital inflows, than outflows

Capital inflows: $65.7M | Capital outflows: $76M

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

47% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 94

Holders
200
Holders Change
-6
Holders Change %
-2.91%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
50
Reduced
94
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

XMLV Hedge Fund Activity: Q1 2022 in Review

200 of the 6,364 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2022, worth a combined $610M — down 6.3% from $651M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of XMLV and 22 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 50 added.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $24.4M. The largest seller was Bank of America, cutting an estimated $6.54M.

  • 200 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2022, down from 206 in Q4 2021.
  • Funds reported $610M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2022 and 24 closed out, a net change of -2 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2022 was Brookstone Capital Management, an estimated $24.4M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2022 was Bank of America, an estimated $6.54M sold.

Based on aggregated 13F filings for Q1 2022.