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Invesco S&P MidCap Low Volatility ETF
XMLV

194 hedge funds and large institutions have $448M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $48.2M | Put options by funds: $13M

0.55% more ownership

Funds ownership: 54.62% → 55.17% (+0.55%)

0% more capital invested

Capital invested by funds: $447M → $448M (+$1.94M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 202 → 194 (-8)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
64
Reduced
76
Closed
17
Calls
$48.2M
Puts
$13M
Net Calls
+$35.1M
Net Calls Change
+$35.1M

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$4.83M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.16M
3
Raymond James Financial
Raymond James Financial
Florida
+$1.16M
4
SEIA
Signature Estate & Investment Advisors
California
+$987K
5
Bank of America
Bank of America
North Carolina
+$803K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$9.33M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.18M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.91M
4
WI
WBI Investments
New Jersey
-$1.7M
5
SWM
Sculati Wealth Management
Michigan
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$38.5M -$1.05M -16,719 -3%
Morgan Stanley
2
Morgan Stanley
New York
$38.2M +$192K +3,060 +0.5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$34.5M +$420K +6,697 +1%
BCM
4
Brookstone Capital Management
Illinois
$19.9M -$584K -9,316 -3%
UBS Group
5
UBS Group
Switzerland
$18.9M -$1.15M -18,275 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.8M -$1.91M -30,534 -10%
DC
7
Dorval Corp
Minnesota
$15.6M +$670K +10,679 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$13.5M +$1.16M +18,528 +10%
Ameriprise
9
Ameriprise
Minnesota
$13.4M -$890K -14,197 -6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$13.2M +$199K +3,166 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.6M -$2.18M -34,838 -16%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$9.79M +$410K +6,531 +4%
AWP
13
Avid Wealth Partners
Texas
$9.45M +$511K +8,154 +6%
AAP
14
Arax Advisory Partners
Colorado
$9.44M +$4.83M +77,002 +3,157%
JP Morgan Chase
15
JP Morgan Chase
New York
$9.32M +$406K +6,479 +5%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$8.31M +$1.16M +18,570 +16%
PP
17
PFS Partners
New Jersey
$8.21M +$24.5K +391 +0.3%
Bank of America
18
Bank of America
North Carolina
$7.99M +$803K +12,800 +11%
OPPS
19
Obsidian Personal Planning Solutions
Maryland
$7.92M +$202K +3,228 +3%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$7.72M -$428K -6,821 -5%
Wells Fargo
21
Wells Fargo
California
$6.43M -$838K -13,359 -12%
NA
22
NewEdge Advisors
Louisiana
$6.31M +$183K +2,919 +3%
MWM
23
MorganRosel Wealth Management
Colorado
$6.01M -$206K -3,291 -3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.83M -$359K -5,720 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.83M -$29.9K -476 -0.6%
1
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XMLV Hedge Fund Activity: Q3 2025 in Review

194 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q3 2025, worth a combined $448M — up 0.43% from $447M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of XMLV and 13 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 64 added.

The largest buyer was Arax Advisory Partners, adding an estimated $4.83M. The largest seller was Stifel Financial, cutting an estimated $9.33M.

  • 194 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q3 2025, down from 202 in Q2 2025.
  • Funds reported $448M of Invesco S&P MidCap Low Volatility ETF stock for Q3 2025, up 0.43% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q3 2025 and 17 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Low Volatility ETF buyer in Q3 2025 was Arax Advisory Partners, an estimated $4.83M added.
  • The largest Invesco S&P MidCap Low Volatility ETF seller in Q3 2025 was Stifel Financial, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2025.