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

Invesco S&P MidCap Low Volatility ETF logo
$67.17 0.00 (0.00%)
As of 07/2/2026 04:10 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)
87
Total
Institutional Inflows
(last 12 months)
$131.15M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$58.37M
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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
7/2/2026 MassMutual 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%
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%
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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%
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%
1/14/2026Nova Wealth Management Inc.2,659$166K0.1%-20.5%0.022%
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1/13/2026Well Done LLC10,754$671K0.1%-7.6%0.089%
1/9/2026Dynamic Advisor Solutions LLC6,696$418K0.0%+3.1%0.056%
1/8/2026Wealth Enhancement Advisory Services LLC11,229$710K0.0%-6.1%0.093%
1/7/2026 MassMutual Private Wealth & Trust FSB19,680$1.23M0.0%+7.5%0.163%
1/5/2026Park Avenue Securities LLC5,200$324K0.0%+32.2%0.043%
1/1/2026JPMorgan Chase & Co.146,705$9.33M0.0%+4.6%1.202%
11/24/2025CIBC Private Wealth Group LLC2,620$167K0.0%-27.0%0.021%
11/20/2025WBI Investments LLC24,130$1.53M0.4%-52.9%0.198%
11/18/2025Advisory Services Network LLC1,096$70K0.0%N/A0.009%
11/17/2025Harvest Investment Services LLC5,374$342K0.1%-11.6%0.044%


XMLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 195 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), Envestnet Asset Management Inc. ($17.80M), and DORVAL Corp ($15.84M).Learn more on Invesco S&P MidCap Low Volatility ETF's institutional investors.

Of the 144 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 ($262.82K), 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 2,105,369 shares in the last 24 months. This purchase volume represents approximately $131.15M in transactions.

Of the 80 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 ($130.87K), NewEdge Advisors LLC ($97.30K), MorganRosel Wealth Management LLC ($80.92K), Arax Advisory Partners ($77.00K), Cambridge Investment Research Advisors Inc. ($67.70K), Brookstone Capital Management ($47.09K), and Commonwealth Equity Services LLC ($43.36K).

Institutional investors have sold a total of 933,476 shares in the last 24 months. This volume of shares sold represents approximately $58.37M in transactions.


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This page (NYSEARCA:XMLV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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