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.
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 funds holding
Funds holding: 190 → 187 (-3)
7% less capital invested
Capital invested by funds: $509M → $473M (-$36.2M)
35% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.99M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.85M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3.57M |
| 4 |
Jane Street
New York
|
+$3.12M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$9.66M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.55M |
| 3 |
MWM
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
-$5.05M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.17M |
| 5 |
Morgan Stanley
New York
|
-$3.84M |
XMLV Hedge Fund Activity: Q2 2023 in Review
187 of the 6,383 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 7.1% from $509M 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 7.1% 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.