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

$58.55

+0.76 (+1.32%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 62
Total Institutional Inflows (last 12 months): $121.78M

Number of Institutional Sellers (last 12 months): 84
Total Institutional Outflows (last 12 months): $111.62M

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XMLV Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Whitaker Myers Wealth Managers LTD.	7,884	$435K	0.2%	+2.7%	0.055%
7/26/2024	Harbour Investments Inc.	32,144	$1.78M	0.1%	+1.6%	0.223%
7/26/2024	Cambridge Investment Research Advisors Inc.	460,954	$25.46M	0.1%	-1.1%	3.194%
7/26/2024	Bank of New York Mellon Corp	373,249	$20.62M	0.0%	+5.8%	2.587%
7/26/2024	Obsidian Personal Planning Solutions LLC	110,735	$6.12M	3.7%	+4.5%	0.767%
7/25/2024	Clear Creek Financial Management LLC	20,828	$1.15M	0.1%	-16.7%	0.144%
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7/24/2024	ACT Advisors LLC.	6,984	$386K	0.2%	-8.7%	0.048%
7/23/2024	PSI Advisors LLC	923	$51K	0.0%	+144.2%	0.006%
7/19/2024	Pacific Sun Financial Corp	23,685	$1.31M	0.8%	-0.8%	0.164%
7/19/2024	Raymond James & Associates	90,608	$5.00M	0.0%	+1.0%	0.628%
7/19/2024	Well Done LLC	13,166	$727K	0.2%	-29.4%	0.091%
7/18/2024	Brookstone Capital Management	359,057	$20.91M	0.3%	-3.0%	2.488%
7/17/2024	High Net Worth Advisory Group LLC	5,850	$323K	0.1%	-9.3%	0.041%
7/16/2024	Wealth Enhancement Advisory Services LLC	6,579	$363K	0.0%	-12.5%	0.046%
7/15/2024	MorganRosel Wealth Management LLC	9,878	$546K	0.2%	+12.0%	0.068%
7/12/2024	Accel Wealth Management	6,668	$368K	0.1%	+10.8%	0.046%
7/9/2024	Investment Partners Asset Management Inc.	14,618	$807K	0.7%	+1.5%	0.101%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	641	$35K	0.0%	N/A	0.004%
5/24/2024	Cetera Advisors LLC	21,100	$1.19M	0.0%	+193.1%	0.146%
5/24/2024	Cetera Investment Advisers	63,394	$3.58M	0.0%	+501.2%	0.439%
5/20/2024	Virtu Financial LLC	13,018	$734K	0.1%	+58.8%	0.090%
5/16/2024	Waverly Advisors LLC	37,175	$2.10M	0.0%	N/A	0.258%
5/14/2024	CreativeOne Wealth LLC	18,146	$1.02M	0.0%	-24.1%	0.126%
5/14/2024	Commonwealth Financial Services LLC	8,813	$469K	0.1%	N/A	0.061%
5/14/2024	Sculati Wealth Management LLC	27,057	$1.53M	0.7%	+17.3%	0.188%
5/9/2024	ProVise Management Group LLC	50,199	$2.83M	0.2%	+20.2%	0.348%
5/9/2024	Kingsview Wealth Management LLC	6,420	$362K	0.0%	-10.1%	0.044%
5/8/2024	Sheets Smith Wealth Management	12,546	$708K	0.1%	-1.6%	0.087%
5/8/2024	Avantax Advisory Services Inc.	28,085	$1.58M	0.0%	-22.7%	0.195%
5/6/2024	Destiny Capital Corp CO	12,965	$731K	0.5%	-12.0%	0.090%
5/4/2024	Geneos Wealth Management Inc.	627	$35K	0.0%	-35.9%	0.004%
5/4/2024	WBI Investments LLC	6,382	$360K	0.1%	-68.6%	0.044%
5/1/2024	Janney Montgomery Scott LLC	15,018	$847K	0.0%	-22.9%	0.103%
4/30/2024	Private Advisor Group LLC	20,896	$1.18M	0.0%	-5.6%	0.143%
4/29/2024	Commonwealth Equity Services LLC	273,160	$15.41M	0.0%	-15.7%	1.874%
4/29/2024	Aspire Wealth Management Corp	4,096	$231K	0.1%	-9.5%	0.028%
4/29/2024	RWA Wealth Partners LLC	100,170	$5.65M	0.1%	N/A	0.687%
4/27/2024	DORVAL Corp	209,050	$11.38M	5.3%	+2.7%	1.434%
4/26/2024	Clear Creek Financial Management LLC	24,996	$1.41M	0.2%	N/A	0.171%
4/25/2024	Cambridge Investment Research Advisors Inc.	465,857	$26.27M	0.1%	+2.0%	3.195%
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4/24/2024	Win Advisors Inc.	19,398	$1.09M	0.5%	+2.4%	0.133%
4/24/2024	1900 Wealth Management LLC	16,372	$923K	0.1%	-2.1%	0.112%
4/23/2024	Global Retirement Partners LLC	790	$45K	0.0%	-27.5%	0.005%
4/23/2024	Petra Financial Advisors Inc.	6,303	$355K	0.3%	-5.7%	0.043%
4/23/2024	Raymond James Financial Services Advisors Inc.	64,387	$3.63M	0.0%	-8.9%	0.442%
4/22/2024	Raymond James & Associates	89,716	$5.06M	0.0%	+4.1%	0.615%
4/19/2024	Cornerstone Wealth Management LLC	113,290	$6.39M	0.5%	+6.9%	0.777%
4/18/2024	MorganRosel Wealth Management LLC	8,823	$498K	0.2%	+44.9%	0.061%
4/16/2024	Pinnacle Bancorp Inc.	5,230	$295K	0.1%	-17.4%	0.036%
4/16/2024	PFS Partners LLC	124,857	$7.04M	4.7%	+3.9%	0.856%
4/15/2024	Brookstone Capital Management	370,053	$20.87M	0.4%	-4.9%	2.057%
4/12/2024	Global Assets Advisory LLC	11,667	$658K	0.0%	N/A	0.065%
4/11/2024	International Assets Investment Management LLC	5,990	$336K	0.0%	-98.8%	0.033%
4/10/2024	Johnson & White Wealth Management LLC	31,224	$1.76M	1.3%	-7.9%	0.174%
3/22/2024	PNC Financial Services Group Inc.	281,027	$14.95M	0.0%	-32.3%	1.562%
2/28/2024	EP Wealth Advisors LLC	3,288	$175K	0.0%	N/A	0.018%
2/26/2024	Virtu Financial LLC	8,200	$436K	0.0%	-61.2%	0.046%
2/20/2024	Pacific Center for Financial Services	4,658	$248K	0.1%	-6.1%	0.026%
2/14/2024	Visionary Wealth Advisors	26,107	$1.39M	0.1%	-24.7%	0.145%
2/12/2024	Tradition Wealth Management LLC	2,324	$124K	0.0%	-26.1%	0.013%
2/12/2024	Laidlaw Wealth Management LLC	29,021	$1.54M	0.6%	-34.8%	0.161%
2/12/2024	Avestar Capital LLC	28,206	$1.50M	0.2%	+41.6%	0.157%
2/12/2024	Focus Financial Network Inc. ADV	10,809	$575K	0.0%	N/A	0.060%
2/12/2024	Sculati Wealth Management LLC	23,074	$1.23M	0.6%	+4.6%	0.128%
2/9/2024	DORVAL Corp	203,551	$10.83M	5.2%	N/A	1.131%
2/9/2024	FineMark National Bank & Trust	28,832	$1.53M	0.1%	-4.8%	0.160%
2/9/2024	Cambridge Investment Research Advisors Inc.	456,785	$24.29M	0.1%	-3.8%	2.539%
2/9/2024	WBI Investments LLC	20,337	$1.08M	0.2%	-1.2%	0.113%
2/9/2024	CreativeOne Wealth LLC	23,916	$1.27M	0.1%	-9.4%	0.133%
2/9/2024	Wells Fargo & Company MN	186,448	$9.92M	0.0%	-19.9%	1.036%
2/9/2024	UBS Group AG	319,046	$16.97M	0.0%	-21.2%	1.773%
2/9/2024	PNC Financial Services Group Inc.	281,027	$14.95M	0.0%	-32.3%	1.562%
2/8/2024	Financial Advocates Investment Management	23,088	$1.20M	0.1%	+20.1%	0.128%
2/8/2024	Kingsview Wealth Management LLC	7,139	$380K	0.0%	-17.2%	0.040%
2/8/2024	Janney Montgomery Scott LLC	19,483	$1.04M	0.0%	-5.1%	0.108%
2/8/2024	Lmcg Investments LLC	11,073	$589K	0.0%	+30.9%	0.062%
2/8/2024	Pacific Sun Financial Corp	24,015	$1.28M	0.8%	-9.1%	0.133%
2/7/2024	Avantax Advisory Services Inc.	36,311	$1.93M	0.0%	-11.3%	0.202%
2/7/2024	Strategic Advocates LLC	6,683	$355K	0.2%	-36.5%	0.037%
2/7/2024	JFS Wealth Advisors LLC	171,888	$9.14M	0.8%	-12.0%	0.955%
2/7/2024	Principal Securities Inc.	1,883	$100K	0.0%	N/A	0.010%
2/6/2024	Petix & Botte Co	7,720	$411K	0.1%	-36.8%	0.043%
2/6/2024	Private Advisor Group LLC	22,134	$1.18M	0.0%	-5.8%	0.123%
2/6/2024	Sheets Smith Wealth Management	12,746	$678K	0.1%	-1.5%	0.071%
2/5/2024	Win Advisors Inc.	18,946	$1.01M	0.5%	+19.5%	0.105%
2/5/2024	Kestra Private Wealth Services LLC	8,531	$454K	0.0%	-42.9%	0.047%
2/5/2024	Silver Oak Securities Incorporated	1,446	$77K	0.0%	+112.3%	0.008%
2/2/2024	Truist Financial Corp	4,146	$220K	0.0%	-37.0%	0.023%
2/1/2024	CWM LLC	4,195	$223K	0.0%	-29.8%	0.023%
2/1/2024	Obsidian Personal Planning Solutions LLC	98,250	$5.23M	4.0%	+2.8%	0.546%
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1/30/2024	ACT Advisors LLC.	8,441	$449K	0.3%	-10.0%	0.047%
1/30/2024	Capital Analysts LLC	31,806	$1.69M	0.1%	-5.8%	0.177%
1/29/2024	PFS Partners LLC	120,170	$6.39M	4.4%	-0.2%	0.668%
1/26/2024	Liberty One Investment Management LLC	43,017	$2.29M	0.3%	-3.0%	0.239%
1/25/2024	Spectrum Wealth Advisory Group LLC	8,532	$454K	0.6%	-12.8%	0.047%
1/25/2024	International Assets Investment Management LLC	503,201	$26.76M	0.1%	N/A	2.797%
1/25/2024	Investment Partners Asset Management Inc.	14,287	$760K	0.8%	N/A	0.079%
1/25/2024	Hazlett Burt & Watson Inc.	984	$52K	0.0%	-49.7%	0.005%
1/24/2024	Stratos Wealth Partners LTD.	5,352	$285K	0.0%	N/A	0.030%
1/24/2024	Prime Capital Investment Advisors LLC	35,657	$1.90M	0.0%	-29.1%	0.198%

(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, 177 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), Envestnet Asset Management Inc. ($24.17M), Capital Planning Advisors LLC ($22.52M), Brookstone Capital Management ($20.91M), and Bank of New York Mellon Corp ($20.62M).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. ($691.74K), Bank of New York Mellon Corp ($566.06K), 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 5,041,214 shares in the last 24 months. This purchase volume represents approximately $258.19M in transactions.

Which Invesco S&P MidCap Low Volatility ETF major shareholders have been selling company stock?: Of the 124 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. ($284.05K), Commonwealth Equity Services LLC ($243.22K), LPL Financial LLC ($204.07K), and Cambridge Investment Research Advisors Inc. ($148.48K).
How much institutional selling is happening at Invesco S&P MidCap Low Volatility ETF?: Institutional investors have sold a total of 4,683,073 shares in the last 24 months. This volume of shares sold represents approximately $244.22M in transactions.