Invesco S&P MidCap Low Volatility ETF
XMLV
183 hedge funds and large institutions have $435M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 74 reducing their positions, and 25 closing their positions.
23% more capital inflows, than outflows
Capital inflows: $61.7M | Capital outflows: $50M
1.8% more ownership
Funds ownership: 47.98% → 49.78% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 188 → 183 (-5)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
47% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$28.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.57M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.78M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.2M |
| 5 |
Avantax Advisory Services
Dallas,
Texas
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.41M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.22M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$4.41M |
| 4 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$4M |
| 5 |
Jane Street
New York
|
-$3.14M |
XMLV Hedge Fund Activity: Q3 2023 in Review
183 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2023, worth a combined $435M — down 7.9% from $473M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of XMLV and 22 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 39 added.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $28.2M. The largest seller was UBS Group, cutting an estimated $5.41M.
- 183 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2023, down from 188 in Q2 2023.
- Funds reported $435M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2023, down 7.9% quarter-over-quarter.
- 22 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2023 and 25 closed out, a net change of -3 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $28.2M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2023 was UBS Group, an estimated $5.41M sold.
Based on aggregated 13F filings for Q3 2023.