Invesco S&P MidCap Low Volatility ETF
XMLV
183 hedge funds and large institutions have $509M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 81 reducing their positions, and 18 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
3.55% more ownership
Funds ownership: 48.83% → 52.39% (+3.6%)
3% less funds holding
Funds holding: 189 → 183 (-6)
10% less capital invested
Capital invested by funds: $566M → $509M (-$57.8M)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
36% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$25.4M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$5.19M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.78M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$2.39M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.89M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$1.97M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.09M |
| 5 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$1.09M |
XMLV Hedge Fund Activity: Q3 2022 in Review
183 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2022, worth a combined $509M — down 10% from $566M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of XMLV and 14 opened new positions — a net loss of 4 holders — while 81 trimmed existing stakes and 52 added.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $25.4M. The largest seller was Kestra Advisory Services, cutting an estimated $2.89M.
- 183 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2022, down from 189 in Q2 2022.
- Funds reported $509M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2022, down 10% quarter-over-quarter.
- 14 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2022 and 18 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2022 was Brookstone Capital Management, an estimated $25.4M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2022 was Kestra Advisory Services, an estimated $2.89M sold.
Based on aggregated 13F filings for Q3 2022.