Invesco S&P MidCap Low Volatility ETF
XMLV
193 hedge funds and large institutions have $399M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.
258% more call options, than puts
Call options by funds: $46.1M | Put options by funds: $12.9M
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
1% less funds holding
Funds holding: 194 → 193 (-1)
2.14% less ownership
Funds ownership: 55.17% → 53.03% (-2.1%)
11% less capital invested
Capital invested by funds: $448M → $399M (-$49.8M)
21% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 73
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$8.33M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.36M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.26M |
| 4 |
Morgan Stanley
New York
|
+$1.15M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$998K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Avid Wealth Partners
San Antonio,
Texas
|
-$9.45M |
| 2 |
JP Morgan Chase
New York
|
-$8.84M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$6.11M |
| 4 |
MWM
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
-$4.88M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$4.84M |
XMLV Hedge Fund Activity: Q4 2025 in Review
193 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Low Volatility ETF (XMLV) for Q4 2025, worth a combined $399M — down 11% from $448M a quarter earlier.
Fund positioning in XMLV was balanced in Q4 2025: 19 funds opened new positions, 19 closed out, 58 added to existing stakes and 73 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $8.33M. The largest seller was Avid Wealth Partners, exiting entirely with an estimated $9.45M sold.
- 193 institutional investors held Invesco S&P MidCap Low Volatility ETF (XMLV) as of Q4 2025, down from 194 in Q3 2025.
- Funds reported $399M of Invesco S&P MidCap Low Volatility ETF stock for Q4 2025, down 11% quarter-over-quarter.
- 19 funds opened new Invesco S&P MidCap Low Volatility ETF positions in Q4 2025 and 19 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap Low Volatility ETF buyer in Q4 2025 was Merit Financial Group, an estimated $8.33M added.
- The largest Invesco S&P MidCap Low Volatility ETF seller in Q4 2025 was Avid Wealth Partners, an estimated $9.45M sold.
Based on aggregated 13F filings for Q4 2025.