Invesco S&P MidCap Low Volatility ETF
XMLV
189 hedge funds and large institutions have $566M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 86 reducing their positions, and 27 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
5.02% less ownership
Funds ownership: 53.85% → 48.83% (-5%)
6% less funds holding
Funds holding: 200 → 189 (-11)
7% less capital invested
Capital invested by funds: $610M → $566M (-$43.5M)
41% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 27
43% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
+$36M |
| 2 |
CPA
Capital Planning Advisors
Roseville,
California
|
+$23.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.27M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.2M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$62M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$24.8M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$13.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.8M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.48M |
XMLV Hedge Fund Activity: Q2 2022 in Review
189 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2022, worth a combined $566M — down 7.1% from $610M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of XMLV and 16 opened new positions — a net loss of 11 holders — while 86 trimmed existing stakes and 49 added.
The largest buyer was PFS Investments, adding an estimated $36M. The largest seller was CFS Investment Advisory Services, cutting an estimated $62M.
- 189 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2022, down from 200 in Q1 2022.
- Funds reported $566M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
- 16 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2022 and 27 closed out, a net change of -11 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2022 was PFS Investments, an estimated $36M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $62M sold.
Based on aggregated 13F filings for Q2 2022.