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

Invesco S&P MidCap Low Volatility ETF logo
$62.64 +0.30 (+0.48%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$92.21M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$30.22M
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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
5/22/2025WBI 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%
5/8/2025ProVise Management Group LLC59,857$3.69M0.3%+2.4%0.458%
5/8/2025Harbour Investments Inc.32,696$2.02M0.1%+1.6%0.250%
5/8/2025Arkadios Wealth Advisors19,732$1.22M0.0%N/A0.151%
5/8/2025Portland Financial Advisors Inc11,809$729K1.9%-2.5%0.090%
5/7/2025Atlas Legacy Advisors LLC5,741$351K0.1%+15.2%0.044%
5/7/2025LPL Financial LLC409,753$25.29M0.0%+4.0%3.133%
5/6/2025Assetmark Inc.5,456$337K0.0%+4,446.7%0.042%
5/6/2025Cetera Investment Advisers64,107$3.96M0.0%N/A0.490%
5/6/2025Avantax Advisory Services Inc.9,493$586K0.0%-2.8%0.073%
5/5/2025SRH Advisors LLC4,075$252K0.1%-34.0%0.031%
5/5/2025Private Advisor Group LLC11,014$680K0.0%-32.2%0.084%
4/30/2025Cerity Partners LLC4,727$292K0.0%N/A0.036%
4/30/2025Allworth Financial LP4,222$254K0.0%+6.0%0.032%
4/30/2025Liberty One Investment Management LLC41,528$2.56M0.3%-1.5%0.317%
4/30/2025Synergy Investment Management LLC2,506$155K0.1%-16.6%0.019%
4/29/2025U.S. Capital Wealth Advisors LLC30,776$1.90M0.1%+54.8%0.235%
4/29/2025Envestnet Asset Management Inc.303,654$18.74M0.0%-0.7%2.322%
4/29/2025Brookstone Capital Management343,519$21.20M0.3%+0.5%2.626%
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4/29/2025OneDigital Investment Advisors LLC10,674$659K0.0%+137.7%0.082%
4/29/2025Silver Oak Securities Incorporated29,182$1.79M0.2%+1,935.0%0.223%
4/28/2025Clear Creek Financial Management LLC20,864$1.29M0.1%-4.0%0.160%
4/25/2025MorganRosel Wealth Management LLC12,959$800K0.2%-2.0%0.099%
4/25/2025Essex Financial Services Inc.10,607$655K0.0%+2.9%0.081%
4/24/2025Golden State Wealth Management LLC22,001$1.36M0.2%+0.9%0.168%
4/23/2025Golden State Wealth Management LLC43,997$2.72M0.2%+101.8%0.336%
4/23/2025International Assets Investment Management LLC4,674$288K0.0%-3.8%0.036%
4/23/2025Win Advisors Inc.15,116$933K0.5%+4.0%0.116%
4/23/2025Moneywise Inc.14,224$878K0.5%-2.1%0.109%
4/22/2025Cambridge Investment Research Advisors Inc.453,202$27.97M0.1%+0.7%3.465%
4/18/2025Creative Capital Management Investments LLC589$36K0.0%-26.3%0.005%
4/18/2025Insigneo Advisory Services LLC6,371$393K0.0%-32.8%0.050%
4/17/2025Avid Wealth Partners LLC112,586$6.95M4.7%N/A0.881%
4/17/2025Janney Montgomery Scott LLC14,114$871K0.0%-4.4%0.110%
4/17/2025Pacific Sun Financial Corp21,280$1.31M0.7%-4.1%0.167%
4/16/2025Wealth Enhancement Advisory Services LLC14,315$884K0.0%+21.8%0.112%
4/16/2025Marshall Financial Group LLC4,399$272K0.1%-9.3%0.034%
4/15/2025GPS Wealth Strategies Group LLC1,080$67K0.0%+174.8%0.008%
4/15/2025Investment Partners Asset Management Inc.16,109$994K0.8%+7.3%0.126%
4/15/2025CX Institutional399$25K0.0%N/A0.003%
4/14/2025PFS Partners LLC128,485$7.93M4.2%+1.7%1.005%
4/10/2025ACT Advisors LLC.4,926$304K0.2%-14.5%0.039%
4/10/2025Lmcg Investments LLC33,276$2.05M0.1%+46.6%0.260%
4/10/2025Accel Wealth Management5,906$365K0.1%-4.6%0.046%
4/1/2025MassMutual Private Wealth & Trust FSB16,494$1.02M0.0%+90.9%0.129%
3/17/2025Wealth Enhancement Advisory Services LLC11,755$715K0.0%+84.5%0.093%
3/6/2025IronOak Wealth LLC.16,411$998K1.1%N/A0.131%
2/27/2025REAP Financial Group LLC438$27K0.0%N/A0.004%
2/26/2025Sculati Wealth Management LLC131,540$8M3.1%+4.8%1.051%
2/19/2025Richmond Investment Services LLC5,046$307K0.2%N/A0.035%
2/17/2025Waverly Advisors LLC14,193$863K0.0%-27.4%0.098%
2/17/2025Visionary Wealth Advisors14,617$889K0.1%-1.5%0.101%
2/17/2025Two Sigma Investments LP14,100$858K0.0%-71.6%0.098%
2/17/2025Redwood Financial Network Corp3,541$215K0.2%-8.7%0.025%
2/17/2025Obsidian Personal Planning Solutions LLC124,478$7.72M3.7%+3.3%0.863%
2/17/2025Cambridge Investment Research Advisors Inc.450,099$27.38M0.1%-2.6%3.119%
2/17/2025Baird Financial Group Inc.143,571$8.73M0.0%+4.4%0.995%
2/17/2025Bank of America Corp DE110,451$6.72M0.0%+34.2%0.765%
2/17/2025Ameriprise Financial Inc.212,561$12.93M0.0%+1.8%1.473%
2/14/2025Mercer Global Advisors Inc. ADV142,246$8.65M0.0%N/A0.986%
2/14/2025Jane Street Group LLC5,218$317K0.0%-63.9%0.036%
2/14/2025Comerica Bank1,358$83K0.0%-28.1%0.009%
2/14/2025Marshall & Sterling Wealth Advisors Inc.684$42K0.0%N/A0.005%
2/14/2025Capital Analysts LLC28,864$1.76M0.1%-2.2%0.200%
2/14/2025Two Sigma Securities LLC4,031$245K0.0%N/A0.028%
2/14/2025IHT Wealth Management LLC3,579$218K0.0%-4.8%0.025%
2/14/2025Stifel Financial Corp36,939$2.25M0.0%-45.2%0.256%
2/14/2025Transce3nd LLC1,445$88K0.0%N/A0.010%
2/14/2025MML Investors Services LLC55,237$3.36M0.0%-1.7%0.383%
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2/13/2025United Capital Financial Advisors LLC18,322$1.11M0.0%+2.1%0.127%
2/13/2025CreativeOne Wealth LLC16,623$1.01M0.0%-3.2%0.115%
2/13/2025Mariner LLC40,596$2.47M0.0%-0.4%0.281%
2/13/2025Invesco Ltd.6,891$419K0.0%-16.4%0.048%
2/13/2025Envestnet Asset Management Inc.305,666$18.59M0.0%-2.5%2.118%
2/13/2025Wells Fargo & Company MN100,264$6.10M0.0%-11.5%0.695%
2/12/2025OLD Mission Capital LLC21,173$1.29M0.0%+62.2%0.147%
2/12/2025Hazlett Burt & Watson Inc.2,924$178K0.1%+192.4%0.020%
2/12/2025Orion Portfolio Solutions LLC12,991$790K0.0%N/A0.090%
2/12/2025Blair William & Co. IL2,410$147K0.0%-15.4%0.017%
(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, 197 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 ($21.20M), Envestnet Asset Management Inc. ($18.74M), 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 128 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), Mercer Global Advisors Inc. ADV ($308.23K), DORVAL Corp ($217.83K), Beacon Harbor Wealth Advisors Inc. ($186.98K), RWA Wealth Partners LLC ($182.74K), and Raymond James Financial Inc. ($176.75K).

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

Institutional investors have bought a total of 1,514,073 shares in the last 24 months. This purchase volume represents approximately $92.21M in transactions.

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

Of the 81 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 ($60.10K), Commonwealth Equity Services LLC ($42.59K), Two Sigma Investments LP ($35.50K), Stifel Financial Corp ($30.46K), Brookstone Capital Management ($28.22K), Envestnet Asset Management Inc. ($21.52K), 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 502,332 shares in the last 24 months. This volume of shares sold represents approximately $30.22M in transactions.


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This page (NYSEARCA:XMLV) was last updated on 7/5/2025 by MarketBeat.com Staff
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