Invesco S&P MidCap Low Volatility ETF
XMLV
190 hedge funds and large institutions have $484M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 24 closing their positions.
2.8% less ownership
Funds ownership: 51.38% → 48.57% (-2.8%)
4% less funds holding
Funds holding: 198 → 190 (-8)
13% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 24
20% less capital invested
Capital invested by funds: $603M → $484M (-$119M)
30% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 73
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$7.66M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.29M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.53M |
| 4 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$2.02M |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFS Investments
Duluth,
Georgia
|
-$29.1M |
| 2 |
CPA
Capital Planning Advisors
Roseville,
California
|
-$22.3M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.67M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.53M |
| 5 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
-$4.34M |
XMLV Hedge Fund Activity: Q1 2023 in Review
190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q1 2023, worth a combined $484M — down 20% from $603M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of XMLV and 21 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 51 added.
The largest buyer was Money Concepts Capital, adding an estimated $7.66M. The largest seller was PFS Investments, cutting an estimated $29.1M.
- 190 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q1 2023, down from 198 in Q4 2022.
- Funds reported $484M of Invesco S&P MidCap Low Volatility ETF stock for Q1 2023, down 20% quarter-over-quarter.
- 21 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q1 2023 and 24 closed out, a net change of -3 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $7.66M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q1 2023 was PFS Investments, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2023.