Free Trial
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free XMLV Stock Alerts

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

Invesco S&P MidCap Low Volatility ETF logo
$64.47 +0.48 (+0.75%)
As of 09:30 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$106.49M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$46.72M
Get XMLV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P MidCap Low Volatility ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Accel Wealth Management5,486$345K0.1%-12.1%0.050%
10/5/2026MassMutual Private Wealth & Trust FSB25,709$1.62M0.0%N/A0.236%
10/2/2026 CX Institutional116,975$7.37M0.2%+28,361.1%1.072%
9/23/2026Envestnet Asset Management Inc.225,617$14.97M0.0%-11.2%2.062%
9/9/2026Integrated Wealth Concepts LLC1,846$122K0.0%N/A0.017%
9/9/2026Baird Financial Group Inc.9,396$623K0.0%-34.3%0.086%
9/2/2026Citadel Advisors LLC8,363$555K0.0%N/A0.077%
8/22/2026DORVAL Corp266,274$17.66M5.2%+1.7%2.441%
7/10/2026JFS Wealth Advisors LLC20,663$1.37M0.1%-2.2%0.187%
7/10/2026Wealthcare Advisory Partners LLC7,887$523K0.0%-1.9%0.072%
7/9/2026Whitaker Myers Wealth Managers LTD.5,550$368K0.1%-7.8%0.050%
7/2/2026MassMutual Private Wealth & Trust FSB23,826$1.58M0.0%-1.6%0.215%
5/19/2026Western Wealth Management LLC1,127$71K0.0%N/A0.010%
5/19/2026Bank of America Corp DE119,226$7.51M0.0%-2.0%1.048%
5/19/2026Arkadios Wealth Advisors16,140$1.02M0.0%-2.5%0.142%
5/18/2026Royal Bank of Canada67,696$4.26M0.0%-28.4%0.595%
5/14/2026Liberty One Investment Management LLC33,638$2.12M0.2%+8.1%0.296%
5/13/2026Cetera Investment Advisers105,074$6.62M0.0%+19.0%0.923%
5/8/2026Pacific Sun Financial Corp20,765$1.31M0.6%+1.4%0.182%
5/8/2026PNC Financial Services Group Inc.204,450$12.87M0.0%-4.5%1.797%
5/7/2026Commonwealth Financial Services LLC5,192$327K0.1%-8.4%0.046%
5/2/2026International Assets Investment Management LLC3,348$211K0.0%-20.8%0.029%
5/1/2026Fifth Third Bancorp5,633$355K0.0%+25.4%0.049%
4/30/2026Mosaic Family Wealth Partners LLC11,035$695K0.1%N/A0.097%
4/30/2026Kestra Advisory Services LLC13,196$831K0.0%+29.6%0.116%
4/29/2026Lmcg Investments LLC48,300$3.04M0.2%+12.9%0.424%
4/22/2026Janney Montgomery Scott LLC15,234$959K0.0%-2.1%0.134%
4/21/2026Silver Oak Securities Incorporated2,294$144K0.0%-29.8%0.020%
4/20/2026Kestra Private Wealth Services LLC4,642$292K0.0%+15.0%0.041%
4/18/2026Faithward Advisors LLC3,905$246K0.0%-6.0%0.034%
4/17/2026Brookstone Capital Management306,429$19.30M0.2%+3.4%2.690%
4/16/2026Sheets Smith Wealth Management8,987$566K0.1%-13.9%0.079%
2/25/2026Tempo Wealth LLC19,297$1.20M0.2%N/A0.164%
2/23/2026Virtu Financial LLC8,305$518K0.0%+21.1%0.071%
2/19/2026ATX Financial Planning LLC4,382$273K0.2%N/A0.037%
2/18/2026Mercer Global Advisors Inc. ADV116,981$7.30M0.0%-3.6%0.995%
2/18/2026EP Wealth Advisors LLC3,232$202K0.0%N/A0.027%
2/18/2026NewEdge Advisors LLC1,822$114K0.0%-98.2%0.015%
2/18/2026Evolve Private Wealth LLC4,342$271K0.0%N/A0.037%
2/17/2026Cetera Investment Advisers88,281$5.51M0.0%+21.9%0.751%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/17/2026Equitable Holdings Inc.37,670$2.35M0.0%-19.1%0.320%
2/17/2026Osaic Holdings Inc.65,055$4.06M0.0%-14.0%0.553%
2/17/2026&PARTNERS5,389$336K0.0%-3.4%0.046%
2/17/2026Royal Bank of Canada94,582$5.90M0.0%+27.0%0.804%
2/16/2026MML Investors Services LLC52,504$3.28M0.0%-2.0%0.446%
2/16/2026Mariner LLC33,512$2.09M0.0%-3.4%0.285%
2/16/2026Arax Advisory Partners2,444$152K0.0%-96.9%0.021%
2/13/2026Jacobi Capital Management LLC6,494$405K0.0%N/A0.055%
2/13/2026Kestra Advisory Services LLC10,182$635K0.0%+12.7%0.087%
2/13/2026CreativeOne Wealth LLC18,207$1.14M0.0%+4.3%0.155%
2/13/2026Liberty One Investment Management LLC31,122$1.94M0.2%-21.5%0.265%
2/13/2026Stifel Financial Corp31,469$1.96M0.0%-1.1%0.268%
2/13/2026Avant Capital LLC8,025$501K0.3%-2.1%0.068%
2/13/2026Arkadios Wealth Advisors16,550$1.03M0.0%-9.0%0.141%
2/13/2026MorganRosel Wealth Management LLC16,983$1.06M0.3%-82.0%0.144%
2/13/2026Wells Fargo & Company MN89,364$5.57M0.0%-11.7%0.760%
2/12/2026FineMark National Bank & Trust21,131$1.32M0.0%+2.2%0.180%
2/12/2026HRT Financial LP3,419$213K0.0%+7.5%0.029%
2/12/2026TopTier Wealth Management LLC4,575$285K0.2%N/A0.039%
2/12/2026Commonwealth Equity Services LLC174,148$10.86M0.0%-4.7%1.481%
2/11/2026Janney Montgomery Scott LLC15,555$970K0.0%+4.9%0.132%
2/11/2026Capital Analysts LLC21,609$1.35M0.0%-5.2%0.184%
2/11/2026Cerity Partners LLC4,226$264K0.0%-5.1%0.036%
2/11/2026LPL Financial LLC675,286$42.12M0.0%+11.4%5.742%
2/10/2026Goldman Sachs Group Inc.8,249$514K0.0%-12.4%0.070%
2/10/2026Calton & Associates Inc.27,040$1.69M0.2%-11.7%0.230%
2/10/2026Basepoint Wealth LLC458$29K0.0%N/A0.004%
2/10/2026Northwestern Mutual Wealth Management Co.81,088$5.06M0.0%+6.7%0.690%
2/9/2026Harbour Investments Inc.40,156$2.50M0.1%+26.3%0.341%
2/6/2026Axxcess Wealth Management LLC5,580$348K0.0%N/A0.047%
2/6/2026Signature Estate & Investment Advisors LLC28,104$1.75M0.0%-46.5%0.239%
2/6/2026Commonwealth Financial Services LLC5,669$354K0.1%-3.8%0.048%
2/6/2026PNC Financial Services Group Inc.214,049$13.35M0.0%+2.7%1.820%
2/6/2026HighTower Advisors LLC41,389$2.58M0.0%-3.3%0.352%
2/6/2026Synergy Investment Management LLC8,321$519K0.2%-6.1%0.071%
2/5/2026Cambridge Investment Research Advisors Inc.474,544$29.60M0.1%-12.5%4.035%
2/5/2026Sculati Wealth Management LLC11,492$717K0.3%-39.5%0.098%
2/5/2026Northwestern Mutual Wealth Management Co.1,068,856$66.67M0.0%+1,305.9%9.089%
2/5/2026Johnson & White Wealth Management LLC34,010$2.12M0.9%+1.7%0.289%
2/5/2026Moneywise Inc.13,232$825K0.3%-2.7%0.113%
2/5/2026Pacific Sun Financial Corp20,475$1.28M0.6%-3.2%0.174%
2/4/2026Ameritas Advisory Services LLC5,038$314K0.0%-51.2%0.043%
2/3/2026Lmcg Investments LLC42,786$2.67M0.2%+5.6%0.363%
1/30/2026Laurel Wealth Advisors LLC638$40K0.0%N/A0.005%
1/29/2026UBS Group AG296,164$18.47M0.0%-0.5%2.501%
1/29/2026ProVise Management Group LLC71,508$4.46M0.3%+10.4%0.604%
1/26/2026Merit Financial Group LLC136,222$8.50M0.1%+3,691.3%1.147%
1/26/2026CWM LLC8,765$547K0.0%+4.8%0.074%
1/26/2026DORVAL Corp254,042$15.84M5.1%+3.7%2.138%
1/23/2026Farther Finance Advisors LLC2,693$168K0.0%+109.1%0.023%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
1/23/2026U.S. Capital Wealth Advisors LLC30,209$1.88M0.0%-14.6%0.254%
1/23/2026Clear Creek Financial Management LLC14,419$899K0.1%-8.7%0.121%
1/22/2026Whitaker Myers Wealth Managers LTD.6,758$422K0.1%-13.1%0.057%
1/21/2026Prime Capital Investment Advisors LLC38,723$2.42M0.0%+1.1%0.325%
1/21/2026Flagship Harbor Advisors LLC525$33K0.0%N/A0.004%
1/20/2026Sheets Smith Wealth Management10,432$651K0.1%-3.7%0.088%
1/16/2026PFS Partners LLC127,890$7.98M3.6%-1.0%1.068%
1/15/2026Investment Partners Asset Management Inc.16,839$1.05M0.7%+9.9%0.141%
1/15/2026Silver Oak Securities Incorporated3,268$206K0.0%-37.2%0.027%
1/15/2026Brookstone Capital Management296,429$18.49M0.2%-5.3%2.476%


XMLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 185 institutional investors and hedge funds held shares of Invesco S&P MidCap Low Volatility ETF. The most heavily invested institutionals were LPL Financial LLC ($42.12M), Cambridge Investment Research Advisors Inc. ($29.60M), Bank of New York Mellon Corp ($23.89M), Brookstone Capital Management ($19.30M), UBS Group AG ($18.47M), DORVAL Corp ($17.66M), and Envestnet Asset Management Inc. ($14.97M).Learn more on Invesco S&P MidCap Low Volatility ETF's institutional investors.

Of the 136 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: Northwestern Mutual Wealth Management Co. ($1.00M), DORVAL Corp ($267.37K), Raymond James Financial Inc. ($212.78K), Beacon Harbor Wealth Advisors Inc. ($186.98K), Mercer Global Advisors Inc. ADV ($142.25K), Merit Financial Group LLC ($132.63K), and Avid Wealth Partners LLC ($120.74K).

Institutional investors have bought a total of 1,701,549 shares in the last 24 months. This purchase volume represents approximately $106.49M in transactions.

Of the 70 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: NewEdge Advisors LLC ($97.30K), MorganRosel Wealth Management LLC ($80.92K), Arax Advisory Partners ($77.00K), Cambridge Investment Research Advisors Inc. ($67.70K), Envestnet Asset Management Inc. ($58.86K), Commonwealth Equity Services LLC ($43.36K), and Sculati Wealth Management LLC ($34.58K).

Institutional investors have sold a total of 742,462 shares in the last 24 months. This volume of shares sold represents approximately $46.72M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XMLV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel