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

Invesco S&P MidCap Low Volatility ETF logo
$62.81 +0.56 (+0.91%)
As of 01:53 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)
100
Total
Institutional Inflows
(last 12 months)
$122.46M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$38.80M
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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
10/9/2025 U.S. Capital Wealth Advisors LLC35,356$2.25M0.1%-7.3%0.284%
10/8/2025 Marshall Financial Group LLC3,238$206K0.0%-14.7%0.026%
10/7/2025 Nova Wealth Management Inc.3,343$212K0.1%-47.2%0.027%
9/4/2025Osaic Holdings Inc.76,091$4.70M0.0%-14.8%0.582%
8/29/2025Evolution Wealth Management Inc.940$58K0.1%N/A0.007%
8/27/2025Orion Porfolio Solutions LLC12,442$767K0.0%-26.5%0.095%
8/15/2025Equitable Holdings Inc.46,004$2.84M0.0%-25.0%0.352%
8/15/2025Visionary Wealth Advisors14,271$880K0.0%-2.2%0.109%
8/15/2025Redwood Financial Network Corp3,273$202K0.1%-5.3%0.025%
8/15/2025Orion Porfolio Solutions LLC12,442$767K0.0%-26.5%0.095%
8/15/2025MML Investors Services LLC53,289$3.29M0.0%-2.6%0.408%
8/15/2025Bank of America Corp DE112,925$6.96M0.0%+3.1%0.864%
8/15/2025Ameriprise Financial Inc.225,465$13.90M0.0%+1.3%1.725%
8/14/2025Jane Street Group LLC10,835$668K0.0%N/A0.083%
8/14/2025Raymond James Financial Inc.193,541$11.94M0.0%+9.9%1.481%
8/14/2025NewEdge Advisors LLC96,201$5.94M0.0%+35.1%0.736%
8/14/2025Daiwa Securities Group Inc.7,800$481K0.0%-3.7%0.060%
8/14/2025Obsidian Personal Planning Solutions LLC124,851$7.70M3.1%+2.2%0.955%
8/13/2025Avestar Capital LLC15,176$936K0.1%+25.5%0.116%
8/13/2025Baird Financial Group Inc.147,427$9.09M0.0%+3.2%1.128%
8/13/2025EverSource Wealth Advisors LLC860$53K0.0%N/A0.007%
8/13/2025Invesco Ltd.7,012$432K0.0%+5.3%0.054%
8/13/2025Northwestern Mutual Wealth Management Co.81,746$5.04M0.0%+6.4%0.625%
8/12/2025J.W. Cole Advisors Inc.9,403$580K0.0%+152.4%0.072%
8/12/2025Richmond Investment Services LLC6,543$404K0.1%+56.9%0.050%
8/12/2025Financial Advocates Investment Management12,978$800K0.1%-10.6%0.099%
8/12/2025Laurel Wealth Advisors LLC39,346$2.43M0.0%+6,067.1%0.301%
8/12/2025JPMorgan Chase & Co.140,226$8.65M0.0%+25.5%1.073%
8/11/2025FineMark National Bank & Trust21,003$1.30M0.0%-5.7%0.160%
8/11/2025Inspire Advisors LLC3,942$243K0.0%N/A0.030%
8/11/2025WBI Investments LLC51,249$3.16M0.8%-0.6%0.391%
8/8/2025Kingsview Wealth Management LLC5,579$344K0.0%-9.2%0.043%
8/8/2025ProVise Management Group LLC59,435$3.67M0.3%-0.7%0.453%
8/8/2025Sculati Wealth Management LLC46,068$2.84M1.1%-67.6%0.351%
8/8/2025Cetera Investment Advisers64,683$3.99M0.0%+0.9%0.493%
8/8/2025Creative Planning5,634$347K0.0%+6.3%0.043%
8/8/2025PNC Financial Services Group Inc.205,206$12.66M0.0%-12.3%1.565%
8/6/2025Destiny Capital Corp CO11,433$705K0.4%-2.8%0.087%
8/4/2025Arkadios Wealth Advisors19,262$1.19M0.0%-2.4%0.147%
8/1/2025Ashton Thomas Private Wealth LLC6,714$414K0.0%-8.5%0.051%
8/1/2025MorganRosel Wealth Management LLC97,900$6.04M1.6%+655.5%0.747%
8/1/2025Envestnet Asset Management Inc.310,516$19.15M0.0%+2.3%2.369%
7/30/2025Brookstone Capital Management322,262$19.87M0.3%-6.2%2.458%
7/30/2025D.A. Davidson & CO.5,033$310K0.0%-3.9%0.038%
7/30/2025Liberty One Investment Management LLC40,328$2.49M0.3%-2.9%0.308%
7/29/2025International Assets Investment Management LLC4,382$270K0.0%-6.2%0.033%
7/29/2025Signature Estate & Investment Advisors LLC36,785$2.27M0.1%N/A0.281%
7/28/2025DORVAL Corp234,236$14.45M5.2%N/A1.787%
7/28/2025Harbour Investments Inc.33,061$2.04M0.1%+1.1%0.252%
7/25/2025Atria Wealth Solutions Inc.8,879$548K0.0%+3.1%0.068%
7/25/2025Hazlett Burt & Watson Inc.1,945$120K0.0%-34.0%0.015%
7/25/2025CWM LLC8,417$519K0.0%+134.3%0.064%
7/24/2025Lmcg Investments LLC37,591$2.32M0.1%+13.0%0.287%
7/24/2025JFS Wealth Advisors LLC21,391$1.32M0.1%+2.4%0.163%
7/23/2025Clear Creek Financial Management LLC16,795$1.04M0.1%-19.5%0.128%
7/23/2025Prime Capital Investment Advisors LLC37,584$2.32M0.0%-0.9%0.286%
7/22/2025CPR Investments Inc.3,420$211K0.2%N/A0.026%
7/22/2025Global Assets Advisory LLC888$55K0.0%N/A0.007%
7/22/2025Wealthcare Advisory Partners LLC8,037$496K0.0%+64.5%0.061%
7/22/2025 Accel Wealth Management6,198$382K0.1%+4.9%0.047%
7/21/2025Ameritas Advisory Services LLC10,110$623K0.0%-24.3%0.077%
7/21/2025DHJJ Financial Advisors Ltd.515$32K0.0%N/A0.004%
7/21/20251900 Wealth Management LLC15,551$959K0.1%-5.3%0.118%
7/17/2025Janney Montgomery Scott LLC14,826$914K0.0%+5.0%0.113%
7/17/2025Johnson & White Wealth Management LLC32,992$2.04M1.0%+3.0%0.251%
7/16/2025PFS Partners LLC128,846$7.95M4.0%+0.3%0.981%
7/16/2025Investment Partners Asset Management Inc.16,553$1.02M0.7%+2.8%0.126%
7/16/2025Moneywise Inc.13,599$839K0.4%-4.4%0.104%
7/15/2025Well Done LLC11,926$735K0.1%-1.9%0.091%
7/15/2025Sheets Smith Wealth Management12,331$760K0.1%-7.5%0.094%
7/15/2025 ACT Advisors LLC.4,070$251K0.1%-17.4%0.031%
7/14/2025 U.S. Capital Wealth Advisors LLC38,144$2.35M0.1%+23.9%0.291%
7/11/2025Silver Oak Securities Incorporated27,460$1.69M0.1%-5.9%0.209%
7/10/2025 Marshall Financial Group LLC3,794$236K0.0%-13.8%0.029%
7/10/2025Wealth Enhancement Advisory Services LLC11,712$734K0.0%-18.2%0.089%
7/10/2025Sovran Advisors LLC4,046$251K0.0%N/A0.031%
7/9/2025MassMutual Private Wealth & Trust FSB17,385$1.07M0.0%+5.4%0.132%
7/7/2025 Nova Wealth Management Inc.6,335$391K0.3%+4,849.2%0.048%
5/22/2025WBI Investments LLC51,573$3.18M0.8%N/A0.386%
5/21/2025Geneos Wealth Management Inc.628$39K0.0%+254.8%0.005%
5/16/2025Ashton Thomas Private Wealth LLC7,337$453K0.0%-9.3%0.055%
5/16/2025Goldman Sachs Group Inc.29,280$1.81M0.0%-22.1%0.221%
5/16/2025Jones Financial Companies Lllp42,088$2.60M0.0%-27.0%0.315%
5/16/2025Obsidian Personal Planning Solutions LLC122,146$7.33M3.3%-1.9%0.915%
5/16/2025NewEdge Advisors LLC71,205$4.40M0.0%+348.8%0.533%
5/15/2025Royal Bank of Canada91,397$5.64M0.0%+12.5%0.685%
5/15/2025Baird Financial Group Inc.142,848$8.82M0.0%-0.5%1.070%
5/14/2025Northwestern Mutual Wealth Management Co.76,795$4.74M0.0%-9.5%0.575%
5/14/2025CW Advisors LLC3,318$205K0.0%N/A0.025%
5/14/2025Capital Analysts LLC22,296$1.38M0.1%-22.8%0.167%
5/14/2025RWA Wealth Partners LLC82,565$5.10M0.1%N/A0.618%
5/13/2025Raymond James Financial Inc.176,044$10.87M0.0%-0.4%1.319%
5/13/2025HighTower Advisors LLC41,592$2.57M0.0%-0.8%0.318%
5/12/2025Invesco Ltd.6,658$411K0.0%-3.4%0.051%
5/12/2025Avant Capital LLC9,213$569K0.5%-5.3%0.070%
5/9/2025Commonwealth Financial Services LLC6,585$406K0.1%-3.7%0.050%
5/9/2025Thoroughbred Financial Services LLC3,285$202K0.0%N/A0.025%
5/9/2025Commonwealth Equity Services LLC257,549$15.90M0.0%-9.7%1.969%
5/9/2025Blair William & Co. IL1,480$91K0.0%-38.6%0.011%
5/9/2025PNC Financial Services Group Inc.233,916$14.44M0.0%-2.1%1.788%
(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, 192 institutional investors and hedge funds held shares of Invesco S&P MidCap Low Volatility ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($27.97M), LPL Financial LLC ($25.29M), Bank of New York Mellon Corp ($23.89M), Brookstone Capital Management ($19.87M), Envestnet Asset Management Inc. ($19.15M), UBS Group AG ($16.97M), and Commonwealth Equity Services LLC ($15.90M).Learn more on Invesco S&P MidCap Low Volatility ETF's institutional investors.

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

Of the 129 institutional investors that purchased Invesco S&P MidCap Low Volatility ETF's 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 ($572.97K), International Assets Investment Management LLC ($517.52K), DORVAL Corp ($452.07K), Mercer Global Advisors Inc. ADV ($308.23K), Raymond James Financial Inc. ($194.25K), Beacon Harbor Wealth Advisors Inc. ($186.98K), and RWA Wealth Partners LLC ($182.74K).

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

Institutional investors have bought a total of 1,996,815 shares in the last 24 months. This purchase volume represents approximately $122.46M in transactions.

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

Of the 89 institutional investors that sold Invesco S&P MidCap Low Volatility ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sculati Wealth Management LLC ($156.39K), PNC Financial Services Group Inc. ($49.97K), Brookstone Capital Management ($35.65K), Two Sigma Investments LP ($35.50K), Stifel Financial Corp ($30.46K), Commonwealth Equity Services LLC ($27.74K), and Avestar Capital LLC ($21.41K).

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

Institutional investors have sold a total of 632,793 shares in the last 24 months. This volume of shares sold represents approximately $38.80M in transactions.


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This page (NYSEARCA:XMLV) was last updated on 10/14/2025 by MarketBeat.com Staff
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