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Invesco S&P MidCap Low Volatility ETF
XMLV

187 hedge funds and large institutions have $473M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0.59% less ownership

Funds ownership: 48.57% → 47.98% (-0.59%)

2% less capital invested

Capital invested by funds: $484M → $473M (-$11.7M)

2% less funds holding

Funds holding: 190 → 187 (-3)

35% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 74

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
48
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$3.99M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.85M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$3.57M
4
Jane Street
Jane Street
New York
+$3.12M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.72M

Top Sellers

1
MCC
Money Concepts Capital
Florida
-$9.66M
2
Wells Fargo
Wells Fargo
California
-$6.55M
3
MWM
MorganRosel Wealth Management
Colorado
-$5.05M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.17M
5
Morgan Stanley
Morgan Stanley
New York
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.1M -$3.84M -74,694 -10%
LPL Financial
2
LPL Financial
California
$32.8M -$3.32M -64,669 -9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.2M +$2.72M +52,852 +11%
PI
4
PFS Investments
Georgia
$26.8M +$1.14M +22,182 +4%
UBS Group
5
UBS Group
Switzerland
$26.4M -$718K -13,979 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25M -$2.59M -50,353 -9%
BCM
7
Brookstone Capital Management
Illinois
$25M +$87K +1,694 +0.3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$22.2M +$3.85M +74,868 +21%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$20M -$4.17M -81,096 -17%
Ameriprise
10
Ameriprise
Minnesota
$18.2M -$1.32M -25,729 -7%
HNB
11
Huntington National Bank
Ohio
$14.4M – – –
Wells Fargo
12
Wells Fargo
California
$12.4M -$6.55M -127,514 -35%
Bank of America
13
Bank of America
North Carolina
$10.6M -$1.7M -33,164 -14%
JWA
14
JFS Wealth Advisors
Pennsylvania
$10.4M -$341K -6,632 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.89M -$2.6M -50,608 -21%
AF
16
Advisornet Financial
Minnesota
$9.87M +$473K +9,197 +5%
Stifel Financial
17
Stifel Financial
Missouri
$6.78M +$4.68K +91 +0.1%
PP
18
PFS Partners
New Jersey
$6.12M +$8.79K +171 +0.1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.88M +$166K +3,223 +3%
WDL
20
Well Done LLC
Michigan
$5.85M -$37K -720 -0.6%
CWM
21
Cornerstone Wealth Management
Missouri
$5.48M +$215K +4,190 +4%
EH
22
Equitable Holdings
New York
$5.41M -$95.4K -1,856 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.86M -$491K -9,553 -9%
OPPS
24
Obsidian Personal Planning Solutions
Maryland
$4.31M +$228K +4,433 +6%
Mariner
25
Mariner
Kansas
$4.06M -$44.3K -862 -1%
1
2 3 4 5

XMLV Hedge Fund Activity: Q2 2023 in Review

187 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q2 2023, worth a combined $473M — down 2.4% from $484M a quarter earlier.

Fund positioning in XMLV was balanced in Q2 2023: 18 funds opened new positions, 18 closed out, 48 added to existing stakes and 74 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $3.99M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $9.66M sold.

  • 187 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q2 2023, down from 190 in Q1 2023.
  • Funds reported $473M of Invesco S&P MidCap Low Volatility ETF stock for Q2 2023, down 2.4% quarter-over-quarter.
  • 18 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q2 2023 and 18 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q2 2023 was MML Investors Services, an estimated $3.99M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q2 2023 was Money Concepts Capital, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2023.