Invesco S&P MidCap Low Volatility ETF
XMLV
186 hedge funds and large institutions have $415M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 14 closing their positions.
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more capital invested
Capital invested by funds: $390M → $415M (+$25.2M)
2.25% more ownership
Funds ownership: 47.68% → 49.92% (+2.2%)
1% more funds holding
Funds holding: 184 → 186 (+2)
39% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$10.9M |
| 2 |
Two Sigma Investments
New York
|
+$2.9M |
| 3 |
SWM
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
+$2.24M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.53M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.07M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.39M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.93M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$938K |
XMLV Hedge Fund Activity: Q3 2024 in Review
186 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2024, worth a combined $415M — up 6.5% from $390M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XMLV positions and 14 closed out — a net gain of 4 holders — while 48 added to existing stakes and 79 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $10.9M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $3.07M sold.
- 186 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2024, up from 184 in Q2 2024.
- Funds reported $415M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
- 18 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2024 was Beacon Harbor Wealth Advisors, an estimated $10.9M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $3.07M sold.
Based on aggregated 13F filings for Q3 2024.