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

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(As of 05/9/2024 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)
59
Total
Institutional Inflows
(last 12 months)
$123.60M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$122.66M
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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
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%
5/6/2024 Destiny Capital Corp CO12,965$731K0.5%-12.0%0.090%
5/4/2024 Geneos Wealth Management Inc.627$35K0.0%-35.9%0.004%
5/4/2024 WBI 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%
4/29/2024 RWA Wealth Partners LLC100,170$5.65M0.1%N/A0.687%
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%
4/24/2024 1900 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%
4/23/2024 Raymond James Financial Services Advisors Inc.64,387$3.63M0.0%-8.9%0.442%
4/22/2024 Raymond 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%
4/18/2024 MorganRosel Wealth Management LLC8,823$498K0.2%+44.9%0.061%
4/16/2024 Pinnacle Bancorp Inc.5,230$295K0.1%-17.4%0.036%
4/16/2024 PFS Partners LLC124,857$7.04M4.7%+3.9%0.856%
4/15/2024 Brookstone Capital Management370,053$20.87M0.4%-4.9%2.057%
4/12/2024 Global Assets Advisory LLC11,667$658K0.0%N/A0.065%
4/11/2024 International Assets Investment Management LLC5,990$336K0.0%-98.8%0.033%
4/10/2024 Johnson & White Wealth Management LLC31,224$1.76M1.3%-7.9%0.174%
3/22/2024PNC Financial Services Group Inc.281,027$14.95M0.0%-32.3%1.562%
2/28/2024EP Wealth Advisors LLC3,288$175K0.0%N/A0.018%
2/26/2024Virtu Financial LLC8,200$436K0.0%-61.2%0.046%
2/20/2024Pacific Center for Financial Services4,658$248K0.1%-6.1%0.026%
2/14/2024Visionary Wealth Advisors26,107$1.39M0.1%-24.7%0.145%
2/12/2024Tradition Wealth Management LLC2,324$124K0.0%-26.1%0.013%
2/12/2024Laidlaw Wealth Management LLC29,021$1.54M0.6%-34.8%0.161%
2/12/2024Avestar Capital LLC28,206$1.50M0.2%+41.6%0.157%
2/12/2024Focus Financial Network Inc. ADV10,809$575K0.0%N/A0.060%
2/12/2024Sculati Wealth Management LLC23,074$1.23M0.6%+4.6%0.128%
2/9/2024 DORVAL Corp203,551$10.83M5.2%N/A1.131%
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2/9/2024FineMark National Bank & Trust28,832$1.53M0.1%-4.8%0.160%
2/9/2024 Cambridge Investment Research Advisors Inc.456,785$24.29M0.1%-3.8%2.539%
2/9/2024 WBI Investments LLC20,337$1.08M0.2%-1.2%0.113%
2/9/2024CreativeOne Wealth LLC23,916$1.27M0.1%-9.4%0.133%
2/9/2024Wells Fargo & Company MN186,448$9.92M0.0%-19.9%1.036%
2/9/2024UBS Group AG319,046$16.97M0.0%-21.2%1.773%
2/9/2024PNC Financial Services Group Inc.281,027$14.95M0.0%-32.3%1.562%
2/8/2024 Financial Advocates Investment Management23,088$1.20M0.1%+20.1%0.128%
2/8/2024Kingsview Wealth Management LLC7,139$380K0.0%-17.2%0.040%
2/8/2024 Janney Montgomery Scott LLC19,483$1.04M0.0%-5.1%0.108%
2/8/2024 Lmcg Investments LLC11,073$589K0.0%+30.9%0.062%
2/8/2024 Pacific Sun Financial Corp24,015$1.28M0.8%-9.1%0.133%
2/7/2024Avantax Advisory Services Inc.36,311$1.93M0.0%-11.3%0.202%
2/7/2024 Strategic Advocates LLC6,683$355K0.2%-36.5%0.037%
2/7/2024 JFS Wealth Advisors LLC171,888$9.14M0.8%-12.0%0.955%
2/7/2024Principal Securities Inc.1,883$100K0.0%N/A0.010%
2/6/2024 Petix & Botte Co7,720$411K0.1%-36.8%0.043%
2/6/2024 Private Advisor Group LLC22,134$1.18M0.0%-5.8%0.123%
2/6/2024Sheets Smith Wealth Management12,746$678K0.1%-1.5%0.071%
2/5/2024 Win Advisors Inc.18,946$1.01M0.5%+19.5%0.105%
2/5/2024 Kestra Private Wealth Services LLC8,531$454K0.0%-42.9%0.047%
2/5/2024Silver Oak Securities Incorporated1,446$77K0.0%+112.3%0.008%
2/2/2024Truist Financial Corp4,146$220K0.0%-37.0%0.023%
2/1/2024 CWM LLC4,195$223K0.0%-29.8%0.023%
2/1/2024Obsidian Personal Planning Solutions LLC98,250$5.23M4.0%+2.8%0.546%
1/30/2024 ACT Advisors LLC.8,441$449K0.3%-10.0%0.047%
1/30/2024Capital Analysts LLC31,806$1.69M0.1%-5.8%0.177%
1/29/2024 PFS Partners LLC120,170$6.39M4.4%-0.2%0.668%
1/26/2024 Liberty One Investment Management LLC43,017$2.29M0.3%-3.0%0.239%
1/25/2024 Spectrum Wealth Advisory Group LLC8,532$454K0.6%-12.8%0.047%
1/25/2024 International Assets Investment Management LLC503,201$26.76M0.1%N/A2.797%
1/25/2024 Investment Partners Asset Management Inc.14,287$760K0.8%N/A0.079%
1/25/2024 Hazlett Burt & Watson Inc.984$52K0.0%-49.7%0.005%
1/24/2024 Stratos Wealth Partners LTD.5,352$285K0.0%N/A0.030%
1/24/2024Prime Capital Investment Advisors LLC35,657$1.90M0.0%-29.1%0.198%
1/24/2024 Allworth Financial LP3,469$184K0.0%-33.1%0.019%
1/24/2024 International Assets Investment Management LLC9,462$503.20M0.1%N/A0.053%
1/23/2024StrategIQ Financial Group LLC6,044$321K0.0%-37.8%0.034%
1/23/2024 Householder Group Estate & Retirement Specialist LLC10,064$535K0.2%-3.3%0.056%
1/22/2024 Aspire Wealth Management Corp4,527$241K0.2%-4.8%0.025%
1/19/2024 MorganRosel Wealth Management LLC6,090$324K0.1%-38.6%0.034%
1/19/2024 ERn Financial LLC8,468$444K0.1%+27.3%0.047%
1/18/2024 Global Retirement Partners LLC1,090$58K0.0%-33.3%0.006%
1/18/2024Syntegra Private Wealth Group LLC8,874$472K0.1%-7.4%0.049%
1/18/2024 Well Done LLC107,466$5.72M1.1%-1.0%0.597%
1/17/2024 IFG Advisory LLC21,209$1.13M0.1%+5.1%0.118%
1/17/2024 Johnson & White Wealth Management LLC33,891$1.80M1.5%-5.2%0.188%
1/16/2024 Raymond James Financial Services Advisors Inc.70,668$3.76M0.0%-1.5%0.393%
1/16/2024 Raymond James & Associates86,176$4.58M0.0%-3.2%0.479%
1/12/2024 Whitaker Myers Wealth Managers LTD.7,780$414K0.2%-4.5%0.043%
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1/11/2024 Brookstone Capital Management389,183$20.70M0.4%-4.9%2.163%
1/11/2024 Ausdal Financial Partners Inc.5,661$301K0.0%-7.5%0.031%
1/10/2024 Cornerstone Wealth Management LLC106,025$5.64M0.5%-1.3%0.589%
1/9/2024DB Wealth Management Group LLC4,134$220K0.1%-26.9%0.023%
1/8/2024 High Net Worth Advisory Group LLC6,450$343K0.1%-18.8%0.036%
12/4/2023WT Wealth Management29,737$1.46M0.6%+2.8%0.165%
12/1/2023 PFS Partners LLC120,401$5.92M5.2%+1.7%0.669%
11/27/2023Obsidian Personal Planning Solutions LLC95,595$4.70M3.6%+14.7%0.531%
11/20/2023Silver Oak Securities Incorporated681$34K0.0%N/A0.004%
11/16/2023Obsidian Personal Planning Solutions LLC83,345$4.31M5.5%N/A0.463%
(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, 182 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), Bank of New York Mellon Corp ($26.82M), Cambridge Investment Research Advisors Inc. ($26.27M), Envestnet Asset Management Inc. ($24.17M), Capital Planning Advisors LLC ($22.52M), and Brookstone Capital Management ($20.87M).Learn more on XMLV's institutional investors.

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

Of the 117 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: PFS Investments Inc. ($698.37K), Bank of New York Mellon Corp ($545.47K), International Assets Investment Management LLC ($512.66K), Brookstone Capital Management ($489.72K), Capital Planning Advisors LLC ($441.38K), Envestnet Asset Management Inc. ($210.35K), and DORVAL Corp ($209.05K).

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

Institutional investors have bought a total of 5,264,353 shares in the last 24 months. This purchase volume represents approximately $269.87M in transactions.

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

Of the 129 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: CFS Investment Advisory Services LLC ($1.16M), International Assets Investment Management LLC ($497.21K), UBS Group AG ($447.18K), PNC Financial Services Group Inc. ($297.66K), Commonwealth Equity Services LLC ($257.74K), LPL Financial LLC ($204.07K), and Cambridge Investment Research Advisors Inc. ($164.84K).

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

Institutional investors have sold a total of 4,742,472 shares in the last 24 months. This volume of shares sold represents approximately $247.39M in transactions.


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This page (NYSEARCA:XMLV) was last updated on 5/9/2024 by MarketBeat.com Staff

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