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Invesco S&P MidCap Low Volatility ETF (XMLV) Institutional Ownership

Invesco S&P MidCap Low Volatility ETF logo
$60.83
+0.02 (+0.03%)
(As of 12:38 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$94.85M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$91.62M
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XMLV Institutional Buying and Selling by Quarter

Invesco S&P MidCap Low Volatility ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024First Personal Financial Services700$43K0.0%-71.6%0.005%
11/1/2024PFS Partners LLC126,057$7.70M4.4%+0.6%0.874%
10/31/2024 Beacon Harbor Wealth Advisors Inc.186,978$11.41M2.7%N/A1.296%
10/29/2024 Janney Montgomery Scott LLC14,830$905K0.0%N/A0.103%
10/29/2024 Clear Creek Financial Management LLC20,345$1.24M0.1%-2.3%0.141%
10/29/2024 Lmcg Investments LLC14,670$895K0.1%+7.3%0.102%
10/29/2024 Farther Finance Advisors LLC494$30K0.0%+375.0%0.003%
10/25/2024 Financial Advocates Investment Management17,655$1.02M0.1%-1.1%0.122%
10/25/2024 JFS Wealth Advisors LLC20,997$1.28M0.1%-29.6%0.146%
10/24/2024 Wealth Enhancement Advisory Services LLC6,371$389K0.0%-3.2%0.044%
10/23/2024 DORVAL Corp220,075$13.28M5.5%+1.7%1.525%
10/22/2024 Private Advisor Group LLC17,434$1.06M0.0%-13.4%0.121%
10/21/2024 Moneywise Inc.17,815$1.09M0.5%-5.8%0.123%
10/21/2024 Trilogy Capital Inc.3,369$206K0.0%-15.9%0.023%
10/19/2024 ACT Advisors LLC.6,530$399K0.2%-6.5%0.045%
10/18/2024Whitaker Myers Wealth Managers LTD.7,608$464K0.2%-3.5%0.053%
10/18/2024Raymond James & Associates97,491$5.95M0.0%+7.6%0.676%
10/17/2024Inspire Advisors LLC4,677$285K0.0%-62.8%0.032%
10/17/2024Well Done LLC12,242$747K0.1%-7.0%0.085%
10/16/2024 Marshall Financial Group LLC5,030$307K0.1%N/A0.035%
10/11/2024 High Net Worth Advisory Group LLC4,850$296K0.1%-17.1%0.034%
10/10/2024 MorganRosel Wealth Management LLC12,119$740K0.2%+22.7%0.084%
10/9/2024 Pacific Sun Financial Corp22,325$1.36M0.8%-5.7%0.155%
10/8/2024 Brookstone Capital Management356,225$21.74M0.3%-0.8%2.469%
10/8/2024 Dynamic Advisor Solutions LLC6,405$391K0.0%-7.9%0.044%
10/2/2024 Massmutual Trust Co. FSB ADV960$59K0.0%N/A0.007%
8/22/2024Cetera Investment Advisers55,554$3.07M0.0%-12.4%0.385%
8/16/2024Northwestern Mutual Wealth Management Co.83,258$4.60M0.0%-3.4%0.577%
8/16/2024 Creative Planning5,870$324K0.0%+7.4%0.041%
8/14/2024 Commonwealth Financial Services LLC6,840$374K0.1%-22.4%0.047%
8/14/2024Destiny Capital Corp CO12,246$676K0.5%-5.5%0.085%
8/12/2024ProVise Management Group LLC54,337$3.00M0.3%+8.2%0.377%
8/9/2024 Lmcg Investments LLC13,671$755K0.0%+26.9%0.095%
8/9/2024Prime Capital Investment Advisors LLC33,640$1.86M0.0%-4.5%0.233%
8/8/2024Inspire Advisors LLC12,573$694K0.1%N/A0.087%
8/8/2024Envestnet Asset Management Inc.329,520$18.20M0.0%-3.4%2.284%
8/7/2024Redwood Financial Network Corp4,086$226K0.2%-6.6%0.028%
8/7/2024Choreo LLC9,670$531K0.0%-4.9%0.067%
8/6/2024Financial Gravity Asset Management Inc.572$32K0.0%-53.3%0.004%
8/6/2024 Asset Dedication LLC4,275$236K0.0%N/A0.030%
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8/6/2024 Chris Bulman Inc4,284$237K0.2%N/A0.030%
8/5/2024 Private Advisor Group LLC20,132$1.11M0.0%-3.7%0.140%
8/2/2024FineMark National Bank & Trust26,418$1.46M0.1%-1.1%0.183%
8/1/2024Laidlaw Wealth Management LLC22,994$1.27M0.7%-5.7%0.159%
7/31/2024 Essex Financial Services Inc.10,605$586K0.0%+22.4%0.073%
7/31/2024Strategic Equity Management7,558$417K0.3%N/A0.052%
7/31/2024Commonwealth Equity Services LLC258,316$14.27M0.0%-5.4%1.790%
7/31/2024Rothschild Investment LLC2,000$110K0.0%N/A0.014%
7/30/2024WBI Investments LLC4,102$227K0.1%-35.7%0.028%
7/30/2024First Personal Financial Services2,465$136K0.0%-10.8%0.017%
7/29/2024 Ameritas Advisory Services LLC26,926$1.49M0.1%+2.2%0.187%
7/29/2024 Ridgewood Investments LLC3,418$189K0.1%N/A0.024%
7/29/2024 Financial Advocates Investment Management17,858$986K0.1%-20.2%0.124%
7/27/2024Whitaker Myers Wealth Managers LTD.7,884$435K0.2%+2.7%0.055%
7/26/2024Harbour Investments Inc.32,144$1.78M0.1%+1.6%0.223%
7/26/2024 Cambridge Investment Research Advisors Inc.460,954$25.46M0.1%-1.1%3.194%
7/26/2024Bank of New York Mellon Corp373,249$20.62M0.0%+5.8%2.587%
7/26/2024Obsidian Personal Planning Solutions LLC110,735$6.12M3.7%+4.5%0.767%
7/25/2024 Clear Creek Financial Management LLC20,828$1.15M0.1%-16.7%0.144%
7/24/2024 ACT Advisors LLC.6,984$386K0.2%-8.7%0.048%
7/23/2024 PSI Advisors LLC923$51K0.0%+144.2%0.006%
7/19/2024 Pacific Sun Financial Corp23,685$1.31M0.8%-0.8%0.164%
7/19/2024Raymond James & Associates90,608$5.00M0.0%+1.0%0.628%
7/19/2024Well Done LLC13,166$727K0.2%-29.4%0.091%
7/18/2024 Brookstone Capital Management359,057$20.91M0.3%-3.0%2.488%
7/17/2024 High Net Worth Advisory Group LLC5,850$323K0.1%-9.3%0.041%
7/16/2024 Wealth Enhancement Advisory Services LLC6,579$363K0.0%-12.5%0.046%
7/15/2024 MorganRosel Wealth Management LLC9,878$546K0.2%+12.0%0.068%
7/12/2024 Accel Wealth Management6,668$368K0.1%+10.8%0.046%
7/9/2024 Investment Partners Asset Management Inc.14,618$807K0.7%+1.5%0.101%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.641$35K0.0%N/A0.004%
5/24/2024Cetera Advisors LLC21,100$1.19M0.0%+193.1%0.146%
5/24/2024Cetera Investment Advisers63,394$3.58M0.0%+501.2%0.439%
5/20/2024Virtu Financial LLC13,018$734K0.1%+58.8%0.090%
5/16/2024Waverly Advisors LLC37,175$2.10M0.0%N/A0.258%
5/14/2024CreativeOne Wealth LLC18,146$1.02M0.0%-24.1%0.126%
5/14/2024 Commonwealth Financial Services LLC8,813$469K0.1%N/A0.061%
5/14/2024Sculati Wealth Management LLC27,057$1.53M0.7%+17.3%0.188%
5/9/2024ProVise Management Group LLC50,199$2.83M0.2%+20.2%0.348%
5/9/2024Kingsview Wealth Management LLC6,420$362K0.0%-10.1%0.044%
5/8/2024Sheets Smith Wealth Management12,546$708K0.1%-1.6%0.087%
5/8/2024Avantax Advisory Services Inc.28,085$1.58M0.0%-22.7%0.195%
5/6/2024Destiny Capital Corp CO12,965$731K0.5%-12.0%0.090%
5/4/2024Geneos Wealth Management Inc.627$35K0.0%-35.9%0.004%
5/4/2024WBI Investments LLC6,382$360K0.1%-68.6%0.044%
5/1/2024 Janney Montgomery Scott LLC15,018$847K0.0%-22.9%0.103%
4/30/2024 Private Advisor Group LLC20,896$1.18M0.0%-5.6%0.143%
4/29/2024Commonwealth Equity Services LLC273,160$15.41M0.0%-15.7%1.874%
4/29/2024 Aspire Wealth Management Corp4,096$231K0.1%-9.5%0.028%
4/29/2024RWA Wealth Partners LLC100,170$5.65M0.1%N/A0.687%
The pin that pops the AI bubble (Ad)

My new documentary explores the background to this pattern and how and why I believe it will almost certainly repeat itself with the AI frenzy. I urge you to watch it before you invest another cent. Again, to be clear, I’m no Chicken Little. Far from it.

So go here now to read my new report The Big AI Die-Up… while you still can.
4/27/2024 DORVAL Corp209,050$11.38M5.3%+2.7%1.434%
4/26/2024 Clear Creek Financial Management LLC24,996$1.41M0.2%N/A0.171%
4/25/2024 Cambridge Investment Research Advisors Inc.465,857$26.27M0.1%+2.0%3.195%
4/24/2024 Win Advisors Inc.19,398$1.09M0.5%+2.4%0.133%
4/24/20241900 Wealth Management LLC16,372$923K0.1%-2.1%0.112%
4/23/2024 Global Retirement Partners LLC790$45K0.0%-27.5%0.005%
4/23/2024 Petra Financial Advisors Inc.6,303$355K0.3%-5.7%0.043%
4/23/2024Raymond James Financial Services Advisors Inc.64,387$3.63M0.0%-8.9%0.442%
4/22/2024Raymond James & Associates89,716$5.06M0.0%+4.1%0.615%
4/19/2024 Cornerstone Wealth Management LLC113,290$6.39M0.5%+6.9%0.777%
(Data available from 1/1/2016 forward)

XMLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMLV shares?

During the previous two years, 180 institutional investors and hedge funds held shares of Invesco S&P MidCap Low Volatility ETF. The most heavily invested institutionals were PFS Investments Inc. ($50.01M), LPL Financial LLC ($30.28M), Cambridge Investment Research Advisors Inc. ($25.46M), Capital Planning Advisors LLC ($22.52M), Brookstone Capital Management ($21.74M), Bank of New York Mellon Corp ($20.62M), and Envestnet Asset Management Inc. ($18.20M).Learn more on XMLV's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap Low Volatility ETF stock?

Of the 119 institutional investors that purchased Invesco S&P MidCap Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($566.06K), International Assets Investment Management LLC ($512.66K), DORVAL Corp ($212.80K), Beacon Harbor Wealth Advisors Inc. ($186.98K), Mercer Global Advisors Inc. ADV ($165.98K), Money Concepts Capital Corp ($141.57K), and Envestnet Asset Management Inc. ($132.08K).

How much institutional buying is happening at Invesco S&P MidCap Low Volatility ETF?

Institutional investors have bought a total of 3,329,768 shares in the last 24 months. This purchase volume represents approximately $174.80M in transactions.

Which Invesco S&P MidCap Low Volatility ETF major shareholders have been selling company stock?

Of the 117 institutional investors that sold Invesco S&P MidCap Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($497.21K), PNC Financial Services Group Inc. ($284.05K), Commonwealth Equity Services LLC ($258.06K), UBS Group AG ($208.79K), LPL Financial LLC ($186.58K), Cambridge Investment Research Advisors Inc. ($144.16K), and Brookstone Capital Management ($133.49K).

How much institutional selling is happening at Invesco S&P MidCap Low Volatility ETF?

Institutional investors have sold a total of 3,029,083 shares in the last 24 months. This volume of shares sold represents approximately $160.12M in transactions.


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This page (NYSEARCA:XMLV) was last updated on 11/4/2024 by MarketBeat.com Staff
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