Invesco S&P MidCap Low Volatility ETF
XMLV
201 hedge funds and large institutions have $408M invested in Invesco S&P MidCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
8% more funds holding
Funds holding: 186 → 201 (+15)
1.53% more ownership
Funds ownership: 49.92% → 51.45% (+1.5%)
2% less capital invested
Capital invested by funds: $415M → $408M (-$6.94M)
3% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 63
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.89M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.07M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.34M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.32M |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$11.4M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$5.84M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.44M |
| 4 |
Two Sigma Investments
New York
|
-$2.22M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.9M |
XMLV Hedge Fund Activity: Q4 2024 in Review
201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2024, worth a combined $408M — down 1.7% from $415M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new XMLV positions and 13 closed out — a net gain of 19 holders — while 61 added to existing stakes and 63 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $8.89M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $11.4M sold.
- 201 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2024, up from 186 in Q3 2024.
- Funds reported $408M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2024, down 1.7% quarter-over-quarter.
- 32 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2024 and 13 closed out, a net change of +19 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $8.89M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2024 was Beacon Harbor Wealth Advisors, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2024.