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S&P 500   5,069.76
DOW   38,949.02
QQQ   435.27
Palantir Stock Has It all… Except the Analysts' Support
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
3 wealth-compounding stocks to beat the market this decade
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Critical asset just had biggest fall on record (Ad)
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S&P 500   5,069.76
DOW   38,949.02
QQQ   435.27
Palantir Stock Has It all… Except the Analysts' Support
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
3 wealth-compounding stocks to beat the market this decade
FedEx ends naming rights agreement for the Washington Commanders stadium long known as FedEx Field
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
2 Navigation Stocks That Continue to Defy Gravity
Workday Stock Price is Working on a Buy-the-Dip Opportunity
Critical asset just had biggest fall on record (Ad)
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Applied Optoelectronics earnings dumper, pain now for gain later?

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

$54.45
+0.21 (+0.39%)
(As of 02/28/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$142.45 M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$131.01 M
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Skip Chart & View Institutional Buying and Selling Data

XMLV Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/28/2024EP Wealth Advisors LLC3,288$0.18M0.0%N/A0.018%
2/26/2024Virtu Financial LLC8,200$0.44M0.0%-61.2%0.046%
2/20/2024Pacific Center for Financial Services4,658$0.25M0.1%-6.1%0.026%
2/16/2024Harbour Investments Inc.31,674$1.68M0.1%+2.6%0.176%
2/15/2024GTS Securities LLC8,205$0.44M0.0%N/A0.046%
2/15/2024Mercer Global Advisors Inc. ADV155,419$8.27M0.0%-6.4%0.864%
2/15/2024Garden State Investment Advisory Services LLC6,992$0.37M0.1%N/A0.039%
2/15/2024Baird Financial Group Inc.119,735$6.37M0.0%+3.9%0.666%
2/15/2024Citadel Advisors LLC18,589$0.99M0.0%-39.2%0.103%
2/15/2024Comerica Bank1,889$100K0.0%-36.9%0.011%
2/14/2024Royal Bank of Canada84,946$4.52M0.0%-23.3%0.472%
2/14/2024Kestra Advisory Services LLC8,671$0.46M0.0%+3.8%0.048%
2/14/2024Visionary Wealth Advisors26,107$1.39M0.1%-24.7%0.145%
2/13/2024Envestnet Asset Management Inc.350,887$18.66M0.0%-28.6%1.950%
2/13/2024Cetera Advisor Networks LLC38,523$2.05M0.0%-2.9%0.214%
2/13/2024Goldman Sachs Group Inc.7,649$0.41M0.0%+6.4%0.043%
2/13/2024CIBC Private Wealth Group LLC3,770$0.20M0.0%N/A0.021%
2/12/2024Tradition Wealth Management LLC2,324$0.12M0.0%-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$0.58M0.0%N/A0.060%
2/12/2024Stifel Financial Corp41,657$2.22M0.0%-8.4%0.232%
2/12/2024Sculati Wealth Management LLC23,074$1.23M0.6%+4.6%0.128%
2/9/2024Advisory Services Network LLC1,699$90K0.0%N/A0.009%
2/9/2024DORVAL Corp203,551$10.83M5.2%N/A1.131%
2/9/2024FineMark National Bank & Trust28,832$1.53M0.1%-4.8%0.160%
2/9/2024Cambridge Investment Research Advisors Inc.456,785$24.29M0.1%-3.8%2.539%
2/9/2024WBI 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%
2/8/2024Financial Advocates Investment Management23,088$1.20M0.1%+20.1%0.128%
2/8/2024Kingsview Wealth Management LLC7,139$0.38M0.0%-17.2%0.040%
2/8/2024Janney Montgomery Scott LLC19,483$1.04M0.0%-5.1%0.108%
2/8/2024Lmcg Investments LLC11,073$0.59M0.0%+30.9%0.062%
2/8/2024Pacific 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%
2/7/2024Strategic Advocates LLC6,683$0.36M0.2%-36.5%0.037%
2/7/2024JFS Wealth Advisors LLC171,888$9.14M0.8%-12.0%0.955%
2/7/2024Principal Securities Inc.1,883$100K0.0%N/A0.010%
2/6/2024Petix & Botte Co7,720$0.41M0.1%-36.8%0.043%
2/6/2024Private Advisor Group LLC22,134$1.18M0.0%-5.8%0.123%
2/6/2024Sheets Smith Wealth Management12,746$0.68M0.1%-1.5%0.071%
2/5/2024Win Advisors Inc.18,946$1.01M0.5%+19.5%0.105%
2/5/2024Kestra Private Wealth Services LLC8,531$0.45M0.0%-42.9%0.047%
2/5/2024Silver Oak Securities Incorporated1,446$77K0.0%+112.3%0.008%
2/2/2024Truist Financial Corp4,146$0.22M0.0%-37.0%0.023%
2/1/2024CWM LLC4,195$0.22M0.0%-29.8%0.023%
2/1/2024Obsidian Personal Planning Solutions LLC98,250$5.23M4.0%+2.8%0.546%
1/30/2024ACT Advisors LLC.8,441$0.45M0.3%-10.0%0.047%
1/30/2024Capital Analysts LLC31,806$1.69M0.1%-5.8%0.177%
1/29/2024PFS Partners LLC120,170$6.39M4.4%-0.2%0.668%
1/26/2024Liberty One Investment Management LLC43,017$2.29M0.3%-3.0%0.239%
1/25/2024Spectrum Wealth Advisory Group LLC8,532$0.45M0.6%-12.8%0.047%
1/25/2024International Assets Investment Management LLC503,201$26.76M0.1%N/A2.797%
1/25/2024Investment Partners Asset Management Inc.14,287$0.76M0.8%N/A0.079%
1/25/2024Hazlett Burt & Watson Inc.984$52K0.0%-49.7%0.005%
1/24/2024Stratos Wealth Partners LTD.5,352$0.29M0.0%N/A0.030%
1/24/2024Prime Capital Investment Advisors LLC35,657$1.90M0.0%-29.1%0.198%
1/24/2024Allworth Financial LP3,469$0.18M0.0%-33.1%0.019%
1/24/2024International Assets Investment Management LLC9,462$503.20M0.1%N/A0.053%
1/23/2024StrategIQ Financial Group LLC6,044$0.32M0.0%-37.8%0.034%
1/23/2024Householder Group Estate & Retirement Specialist LLC10,064$0.54M0.2%-3.3%0.056%
1/22/2024Aspire Wealth Management Corp4,527$0.24M0.2%-4.8%0.025%
1/19/2024MorganRosel Wealth Management LLC6,090$0.32M0.1%-38.6%0.034%
1/19/2024ERn Financial LLC8,468$0.44M0.1%+27.3%0.047%
1/18/2024Global Retirement Partners LLC1,090$58K0.0%-33.3%0.006%
1/18/2024Syntegra Private Wealth Group LLC8,874$0.47M0.1%-7.4%0.049%
1/18/2024Well Done LLC107,466$5.72M1.1%-1.0%0.597%
1/17/2024IFG Advisory LLC21,209$1.13M0.1%+5.1%0.118%
1/17/2024Johnson & White Wealth Management LLC33,891$1.80M1.5%-5.2%0.188%
1/16/2024Raymond James Financial Services Advisors Inc.70,668$3.76M0.0%-1.5%0.393%
1/16/2024Raymond James & Associates86,176$4.58M0.0%-3.2%0.479%
1/12/2024Whitaker Myers Wealth Managers LTD.7,780$0.41M0.2%-4.5%0.043%
1/11/2024Brookstone Capital Management389,183$20.70M0.4%-4.9%2.163%
1/11/2024Ausdal Financial Partners Inc.5,661$0.30M0.0%-7.5%0.031%
1/10/2024Cornerstone Wealth Management LLC106,025$5.64M0.5%-1.3%0.589%
1/9/2024DB Wealth Management Group LLC4,134$0.22M0.1%-26.9%0.023%
1/8/2024High Net Worth Advisory Group LLC6,450$0.34M0.1%-18.8%0.036%
12/4/2023WT Wealth Management29,737$1.46M0.6%+2.8%0.165%
12/1/2023PFS 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%
11/21/2023Comerica Bank2,994$0.15M0.0%N/A0.017%
11/20/2023Silver Oak Securities Incorporated681$34K0.0%N/A0.004%
11/16/2023Creative Planning6,388$0.31M0.0%-5.5%0.036%
11/16/2023Obsidian Personal Planning Solutions LLC83,345$4.31M5.5%N/A0.463%
11/16/2023Harbour Investments Inc.30,871$1.52M0.1%-24.0%0.172%
11/16/2023FineMark National Bank & Trust30,300$1.49M0.1%-51.3%0.168%
11/16/2023Morgan Stanley686,932$33.78M0.0%+1.1%3.818%
11/16/2023Essex Financial Services Inc.8,652$0.43M0.0%-3.2%0.048%
11/15/2023Integrated Wealth Concepts LLC6,290$0.31M0.0%-11.8%0.035%
11/15/2023Mercer Global Advisors Inc. ADV165,984$8.16M0.0%N/A0.923%
11/15/2023Royal Bank of Canada110,807$5.45M0.0%+127.1%0.616%
11/15/2023Ameriprise Financial Inc.250,427$12.32M0.0%-28.7%1.392%
11/15/2023SRS Capital Advisors Inc.2,853$0.14M0.0%-15.2%0.016%
11/14/2023Qube Research & Technologies Ltd8,499$0.42M0.0%+3,354.9%0.047%
11/13/2023Stifel Financial Corp45,454$2.24M0.0%-65.3%0.253%
11/13/2023Mariner LLC40,192$1.98M0.0%-48.8%0.223%
11/13/2023Visionary Wealth Advisors34,687$1.71M0.1%-13.7%0.193%
(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, 219 institutional investors and hedge funds held shares of Invesco S&P MidCap Low Volatility ETF. The most heavily invested institutionals were PFS Investments Inc. ($55.27M), Morgan Stanley ($33.78M), LPL Financial LLC ($30.28M), Bank of New York Mellon Corp ($26.82M), International Assets Investment Management LLC ($26.76M), Cambridge Investment Research Advisors Inc. ($24.29M), and Capital Planning Advisors LLC ($22.52M).Learn more on XMLV's institutional investors.

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

Of the 156 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: Brookstone Capital Management ($0.94M), PFS Investments Inc. ($0.70M), Bank of New York Mellon Corp ($0.55M), International Assets Investment Management LLC ($0.51M), Capital Planning Advisors LLC ($0.44M), Envestnet Asset Management Inc. ($0.21M), and DORVAL Corp ($0.20M).

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

Institutional investors have bought a total of 6,331,545 shares in the last 24 months. This purchase volume represents approximately $327.27M in transactions.

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

Of the 155 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), UBS Group AG ($0.47M), Envestnet Asset Management Inc. ($0.33M), Commonwealth Equity Services LLC ($0.22M), LPL Financial LLC ($0.20M), Bank of America Corp DE ($0.19M), and Wells Fargo & Company MN ($0.17M).

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

Institutional investors have sold a total of 5,663,419 shares in the last 24 months. This volume of shares sold represents approximately $295.39M in transactions.


This page (NYSEARCA:XMLV) was last updated on 2/29/2024 by MarketBeat.com Staff