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

Invesco S&P MidCap Low Volatility ETF logo
$62.71 +0.87 (+1.41%)
As of 04:10 PM Eastern
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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)
59
Total
Institutional Inflows
(last 12 months)
$80.88M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$77.49M
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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
1/21/2025High Net Worth Advisory Group LLC4,450$271K0.1%-8.2%0.031%
1/21/2025Marshall Financial Group LLC4,851$295K0.1%-3.6%0.034%
1/21/2025CFS Investment Advisory Services LLC4,937$300K0.0%-4.5%0.034%
1/17/2025 Sheets Smith Wealth Management13,331$811K0.1%+6.5%0.092%
1/16/2025 Lmcg Investments LLC22,697$1.38M0.1%+54.7%0.157%
1/16/2025 MassMutual Private Wealth & Trust FSB8,638$525K0.0%+799.8%0.060%
1/16/2025 Liberty One Investment Management LLC42,148$2.56M0.3%+1.0%0.292%
1/15/2025 Ameritas Advisory Services LLC13,331$811K0.0%-45.7%0.092%
1/14/2025 Pinnacle Bancorp Inc.4,200$255K0.1%-19.7%0.029%
1/13/2025 Johnson & White Wealth Management LLC32,074$1.94M1.2%+2.4%0.222%
1/13/2025 ACT Advisors LLC.5,759$350K0.2%-11.8%0.040%
1/13/2025 Brookstone Capital Management341,837$20.79M0.3%-4.0%2.369%
1/10/2025 Wealth Enhancement Advisory Services LLC8,512$520K0.0%+33.6%0.059%
1/8/2025 International Assets Investment Management LLC4,858$295K0.0%N/A0.034%
11/22/2024Sculati Wealth Management LLC27,057$1.53M0.6%-69.0%0.188%
11/15/2024MML Investors Services LLC56,207$3.43M0.0%-2.6%0.390%
11/15/2024Jane Street Group LLC14,457$882K0.0%+88.8%0.100%
11/15/2024Stifel Financial Corp67,398$4.11M0.0%+61.3%0.467%
11/15/2024Integrated Wealth Concepts LLC5,348$326K0.0%-10.2%0.037%
11/15/2024HighTower Advisors LLC44,816$2.74M0.0%-24.4%0.311%
11/14/2024CreativeOne Wealth LLC17,174$1.05M0.0%-8.3%0.119%
11/13/2024Avestar Capital LLC34,015$2.08M0.2%-8.8%0.236%
11/13/2024FMR LLC5,217$318K0.0%+51.5%0.036%
11/13/2024D.A. Davidson & CO.5,287$323K0.0%-4.5%0.037%
11/13/2024Daiwa Securities Group Inc.6,100$372K0.0%N/A0.042%
11/12/2024Kingsview Wealth Management LLC6,029$368K0.0%-3.1%0.042%
11/12/2024Great Valley Advisor Group Inc.6,520$398K0.0%-10.9%0.045%
11/12/2024CFS Investment Advisory Services LLC5,168$315K0.0%N/A0.036%
11/8/2024PNC Financial Services Group Inc.243,409$14.86M0.0%-4.6%1.687%
11/7/2024Spectrum Wealth Advisory Group LLC8,326$508K0.3%-2.5%0.058%
11/7/2024Obsidian Personal Planning Solutions LLC120,459$7.36M3.6%+8.8%0.835%
11/6/2024Destiny Capital Corp CO11,806$717K0.4%-3.6%0.082%
11/6/2024Ipswich Investment Management Co. Inc.3,558$217K0.1%N/A0.025%
11/5/2024Prime Capital Investment Advisors LLC32,471$1.98M0.0%-3.5%0.225%
11/5/2024Harbour Investments Inc.31,715$1.94M0.1%-1.3%0.220%
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%
10/31/2024Beacon 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%
10/29/2024Clear Creek Financial Management LLC20,345$1.24M0.1%-2.3%0.141%
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10/29/2024 Lmcg Investments LLC14,670$895K0.1%+7.3%0.102%
10/29/2024Farther Finance Advisors LLC494$30K0.0%+375.0%0.003%
10/25/2024Financial Advocates Investment Management17,655$1.02M0.1%-1.1%0.122%
10/25/2024JFS 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%
10/23/2024DORVAL Corp220,075$13.28M5.5%+1.7%1.525%
10/22/2024Private Advisor Group LLC17,434$1.06M0.0%-13.4%0.121%
10/21/2024Moneywise Inc.17,815$1.09M0.5%-5.8%0.123%
10/21/2024Trilogy Capital Inc.3,369$206K0.0%-15.9%0.023%
10/19/2024 ACT Advisors LLC.6,530$399K0.2%-6.5%0.045%
10/18/2024 Whitaker 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%
10/17/2024 Well Done LLC12,242$747K0.1%-7.0%0.085%
10/16/2024Marshall Financial Group LLC5,030$307K0.1%N/A0.035%
10/11/2024High Net Worth Advisory Group LLC4,850$296K0.1%-17.1%0.034%
10/10/2024MorganRosel Wealth Management LLC12,119$740K0.2%+22.7%0.084%
10/9/2024Pacific 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%
10/8/2024Dynamic 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%
8/16/2024Creative Planning5,870$324K0.0%+7.4%0.041%
8/14/2024Commonwealth 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%
8/6/2024Asset Dedication LLC4,275$236K0.0%N/A0.030%
8/6/2024Chris Bulman Inc4,284$237K0.2%N/A0.030%
8/5/2024Private 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%
7/31/2024Essex 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%
7/29/2024Financial Advocates Investment Management17,858$986K0.1%-20.2%0.124%
7/27/2024 Whitaker 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%
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7/26/2024Cambridge 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%
7/25/2024Clear 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%
7/19/2024Pacific Sun Financial Corp23,685$1.31M0.8%-0.8%0.164%
7/19/2024Raymond James & Associates90,608$5.00M0.0%+1.0%0.628%
7/19/2024 Well Done LLC13,166$727K0.2%-29.4%0.091%
7/18/2024 Brookstone Capital Management359,057$20.91M0.3%-3.0%2.488%
(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, 175 institutional investors and hedge funds held shares of Invesco S&P MidCap Low Volatility ETF. The most heavily invested institutionals were LPL Financial LLC ($30.28M), Cambridge Investment Research Advisors Inc. ($25.46M), Capital Planning Advisors LLC ($22.52M), Brookstone Capital Management ($20.79M), Bank of New York Mellon Corp ($20.62M), Envestnet Asset Management Inc. ($18.20M), and UBS Group AG ($16.97M).Learn more on XMLV's institutional investors.

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

Of the 116 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 ($517.52K), 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 3,320,999 shares in the last 24 months. This purchase volume represents approximately $175.31M in transactions.

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

Of the 119 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. ($295.82K), Commonwealth Equity Services LLC ($245.30K), UBS Group AG ($193.77K), LPL Financial LLC ($186.58K), Brookstone Capital Management ($144.86K), and Cambridge Investment Research Advisors Inc. ($144.16K).

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

Institutional investors have sold a total of 3,070,951 shares in the last 24 months. This volume of shares sold represents approximately $163.73M in transactions.


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This page (NYSEARCA:XMLV) was last updated on 1/21/2025 by MarketBeat.com Staff
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