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Invesco S&P MidCap Low Volatility ETF
XMLV

189 hedge funds and large institutions have $428M invested in Invesco S&P MidCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

4% more funds holding

Funds holding: 182 → 189 (+7)

1.07% more ownership

Funds ownership: 49.78% → 50.85% (+1.1%)

2% less capital invested

Capital invested by funds: $435M → $428M (-$7.21M)

64% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 94

Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
34
Reduced
94
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$25.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.61M
3
FFN
Focus Financial Network
Minnesota
+$545K
4
Two Sigma Investments
Two Sigma Investments
New York
+$514K
5
AC
Avestar Capital
New York
+$418K

Top Sellers

Rank Fund Capital Flow
1
AF
Advisornet Financial
Minnesota
-$9.82M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.09M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$6.77M
4
UBS Group
UBS Group
Switzerland
-$4.32M
5
Morgan Stanley
Morgan Stanley
New York
-$3.48M

XMLV Hedge Fund Activity: Q4 2023 in Review

189 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2023, worth a combined $428M — down 1.7% from $435M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XMLV positions and 15 closed out — a net gain of 9 holders — while 34 added to existing stakes and 94 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $25.4M. The largest seller was Advisornet Financial, cutting an estimated $9.82M.

  • 189 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2023, up from 182 in Q3 2023.
  • Funds reported $428M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2023, down 1.7% quarter-over-quarter.
  • 24 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2023 and 15 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2023 was International Assets Investment Management, an estimated $25.4M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2023 was Advisornet Financial, an estimated $9.82M sold.

Based on aggregated 13F filings for Q4 2023.