XMLV icon

Invesco S&P MidCap Low Volatility ETF
XMLV

Overview Fund Activity

198 hedge funds and large institutions have $603M invested in Invesco S&P MidCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 13 closing their positions.

Holders
198
Holders Change
+15
Holders Change %
+8.2%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
34
Increased
60
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Mariner
2
Mariner
Kansas
$4.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.85M
4
Bank of America
4
Bank of America
North Carolina
$16.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$40M
2
LPL Financial
2
LPL Financial
California
$40M
3
CPA
3
Capital Planning Advisors
California
$22.5M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$5.86M
5
KPWS
5
Kestra Private Wealth Services
Texas
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
1
PFS Investments
Georgia
$55.3M 1,033,322 -7,778 -0.7%
LPL Financial
2
LPL Financial
California
$40M 747,254 -55,179 -7%
Morgan Stanley
3
Morgan Stanley
New York
$40M 747,087 -98,405 -12%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$29.7M 555,431 -40,614 -7%
UBS Group
5
UBS Group
Switzerland
$29.5M 551,111 -3,233 -0.6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$29.5M 550,800 +64,795 +13%
BCM
7
Brookstone Capital Management
Illinois
$26.1M 477,457 -3,021 -0.6%
Ameriprise
8
Ameriprise
Minnesota
$23.1M 431,206 -3,779 -0.9%
CPA
9
Capital Planning Advisors
California
$22.5M 420,975 -48,624 -10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$22.1M 412,414 -8,285 -2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$19.2M 359,639 -2,063 -0.6%
Bank of America
12
Bank of America
North Carolina
$16.3M 304,063 +38,845 +15%
Wells Fargo
13
Wells Fargo
California
$16.2M 302,071 +23,921 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.6M 254,380 +35,319 +16%
JWA
15
JFS Wealth Advisors
Pennsylvania
$11.4M 212,541 -8,414 -4%
HNB
16
Huntington National Bank
Ohio
– – – –
SAS
17
Sanford Advisory Services
Michigan
$10.6M 198,244 -5,108 -3%
AF
18
Advisornet Financial
Minnesota
$9.32M 174,187 +5,056 +3%
Stifel Financial
19
Stifel Financial
Missouri
$8.58M 160,478 +6,310 +4%
WDL
20
Well Done LLC
Michigan
$6.23M 116,403 +652 +0.6%
PP
21
PFS Partners
New Jersey
$6.22M 116,239 -25,696 -18%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.92M 110,692 -1,663 -1%
EH
23
Equitable Holdings
New York
$5.88M 109,916 -10,175 -8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$5.86M 109,614 -44,210 -29%
MWM
25
MorganRosel Wealth Management
Colorado
$5.52M 103,202 +11,700 +13%
1
2 3 4 5