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

$63.92 -0.42 (-0.65%)

Closing price 04:10 PM Eastern

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$63.94 +0.02 (+0.03%)

As of 04:10 PM Eastern

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Number of Institutional Buyers (last 12 months): 67
Total Institutional Inflows (last 12 months): $97.62M

Number of Institutional Sellers (last 12 months): 70
Total Institutional Outflows (last 12 months): $47.67M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	225,617	$14.97M	0.0%	-11.2%	2.062%
9/9/2026	Integrated Wealth Concepts LLC	1,846	$122K	0.0%	N/A	0.017%
9/9/2026	Baird Financial Group Inc.	9,396	$623K	0.0%	-34.3%	0.086%
9/2/2026	Citadel Advisors LLC	8,363	$555K	0.0%	N/A	0.077%
8/22/2026	DORVAL Corp	266,274	$17.66M	5.2%	+1.7%	2.441%
7/10/2026	JFS Wealth Advisors LLC	20,663	$1.37M	0.1%	-2.2%	0.187%
7/10/2026	Wealthcare Advisory Partners LLC	7,887	$523K	0.0%	-1.9%	0.072%
7/9/2026	Whitaker Myers Wealth Managers LTD.	5,550	$368K	0.1%	-7.8%	0.050%
7/2/2026	MassMutual Private Wealth & Trust FSB	23,826	$1.58M	0.0%	-1.6%	0.215%
5/19/2026	Western Wealth Management LLC	1,127	$71K	0.0%	N/A	0.010%
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5/19/2026	Bank of America Corp DE	119,226	$7.51M	0.0%	-2.0%	1.048%
5/19/2026	Arkadios Wealth Advisors	16,140	$1.02M	0.0%	-2.5%	0.142%
5/18/2026	Royal Bank of Canada	67,696	$4.26M	0.0%	-28.4%	0.595%
5/14/2026	Liberty One Investment Management LLC	33,638	$2.12M	0.2%	+8.1%	0.296%
5/13/2026	Cetera Investment Advisers	105,074	$6.62M	0.0%	+19.0%	0.923%
5/8/2026	Pacific Sun Financial Corp	20,765	$1.31M	0.6%	+1.4%	0.182%
5/8/2026	PNC Financial Services Group Inc.	204,450	$12.87M	0.0%	-4.5%	1.797%
5/7/2026	Commonwealth Financial Services LLC	5,192	$327K	0.1%	-8.4%	0.046%
5/2/2026	International Assets Investment Management LLC	3,348	$211K	0.0%	-20.8%	0.029%
5/1/2026	Fifth Third Bancorp	5,633	$355K	0.0%	+25.4%	0.049%
4/30/2026	Mosaic Family Wealth Partners LLC	11,035	$695K	0.1%	N/A	0.097%
4/30/2026	Kestra Advisory Services LLC	13,196	$831K	0.0%	+29.6%	0.116%
4/29/2026	Lmcg Investments LLC	48,300	$3.04M	0.2%	+12.9%	0.424%
4/22/2026	Janney Montgomery Scott LLC	15,234	$959K	0.0%	-2.1%	0.134%
4/21/2026	Silver Oak Securities Incorporated	2,294	$144K	0.0%	-29.8%	0.020%
4/20/2026	Kestra Private Wealth Services LLC	4,642	$292K	0.0%	+15.0%	0.041%
4/18/2026	Faithward Advisors LLC	3,905	$246K	0.0%	-6.0%	0.034%
4/17/2026	Brookstone Capital Management	306,429	$19.30M	0.2%	+3.4%	2.690%
4/16/2026	Sheets Smith Wealth Management	8,987	$566K	0.1%	-13.9%	0.079%
2/25/2026	Tempo Wealth LLC	19,297	$1.20M	0.2%	N/A	0.164%
2/23/2026	Virtu Financial LLC	8,305	$518K	0.0%	+21.1%	0.071%
2/19/2026	ATX Financial Planning LLC	4,382	$273K	0.2%	N/A	0.037%
2/18/2026	Mercer Global Advisors Inc. ADV	116,981	$7.30M	0.0%	-3.6%	0.995%
2/18/2026	EP Wealth Advisors LLC	3,232	$202K	0.0%	N/A	0.027%
2/18/2026	NewEdge Advisors LLC	1,822	$114K	0.0%	-98.2%	0.015%
2/18/2026	Evolve Private Wealth LLC	4,342	$271K	0.0%	N/A	0.037%
2/17/2026	Cetera Investment Advisers	88,281	$5.51M	0.0%	+21.9%	0.751%
2/17/2026	Equitable Holdings Inc.	37,670	$2.35M	0.0%	-19.1%	0.320%
2/17/2026	Osaic Holdings Inc.	65,055	$4.06M	0.0%	-14.0%	0.553%
2/17/2026	&PARTNERS	5,389	$336K	0.0%	-3.4%	0.046%
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2/17/2026	Royal Bank of Canada	94,582	$5.90M	0.0%	+27.0%	0.804%
2/16/2026	MML Investors Services LLC	52,504	$3.28M	0.0%	-2.0%	0.446%
2/16/2026	Mariner LLC	33,512	$2.09M	0.0%	-3.4%	0.285%
2/16/2026	Arax Advisory Partners	2,444	$152K	0.0%	-96.9%	0.021%
2/13/2026	Jacobi Capital Management LLC	6,494	$405K	0.0%	N/A	0.055%
2/13/2026	Kestra Advisory Services LLC	10,182	$635K	0.0%	+12.7%	0.087%
2/13/2026	CreativeOne Wealth LLC	18,207	$1.14M	0.0%	+4.3%	0.155%
2/13/2026	Liberty One Investment Management LLC	31,122	$1.94M	0.2%	-21.5%	0.265%
2/13/2026	Stifel Financial Corp	31,469	$1.96M	0.0%	-1.1%	0.268%
2/13/2026	Avant Capital LLC	8,025	$501K	0.3%	-2.1%	0.068%
2/13/2026	Arkadios Wealth Advisors	16,550	$1.03M	0.0%	-9.0%	0.141%
2/13/2026	MorganRosel Wealth Management LLC	16,983	$1.06M	0.3%	-82.0%	0.144%
2/13/2026	Wells Fargo & Company MN	89,364	$5.57M	0.0%	-11.7%	0.760%
2/12/2026	FineMark National Bank & Trust	21,131	$1.32M	0.0%	+2.2%	0.180%
2/12/2026	HRT Financial LP	3,419	$213K	0.0%	+7.5%	0.029%
2/12/2026	TopTier Wealth Management LLC	4,575	$285K	0.2%	N/A	0.039%
2/12/2026	Commonwealth Equity Services LLC	174,148	$10.86M	0.0%	-4.7%	1.481%
2/11/2026	Janney Montgomery Scott LLC	15,555	$970K	0.0%	+4.9%	0.132%
2/11/2026	Capital Analysts LLC	21,609	$1.35M	0.0%	-5.2%	0.184%
2/11/2026	Cerity Partners LLC	4,226	$264K	0.0%	-5.1%	0.036%
2/11/2026	LPL Financial LLC	675,286	$42.12M	0.0%	+11.4%	5.742%
2/10/2026	Goldman Sachs Group Inc.	8,249	$514K	0.0%	-12.4%	0.070%
2/10/2026	Calton & Associates Inc.	27,040	$1.69M	0.2%	-11.7%	0.230%
2/10/2026	Basepoint Wealth LLC	458	$29K	0.0%	N/A	0.004%
2/10/2026	Northwestern Mutual Wealth Management Co.	81,088	$5.06M	0.0%	+6.7%	0.690%
2/9/2026	Harbour Investments Inc.	40,156	$2.50M	0.1%	+26.3%	0.341%
2/6/2026	Axxcess Wealth Management LLC	5,580	$348K	0.0%	N/A	0.047%
2/6/2026	Signature Estate & Investment Advisors LLC	28,104	$1.75M	0.0%	-46.5%	0.239%
2/6/2026	Commonwealth Financial Services LLC	5,669	$354K	0.1%	-3.8%	0.048%
2/6/2026	PNC Financial Services Group Inc.	214,049	$13.35M	0.0%	+2.7%	1.820%
2/6/2026	HighTower Advisors LLC	41,389	$2.58M	0.0%	-3.3%	0.352%
2/6/2026	Synergy Investment Management LLC	8,321	$519K	0.2%	-6.1%	0.071%
2/5/2026	Cambridge Investment Research Advisors Inc.	474,544	$29.60M	0.1%	-12.5%	4.035%
2/5/2026	Sculati Wealth Management LLC	11,492	$717K	0.3%	-39.5%	0.098%
2/5/2026	Northwestern Mutual Wealth Management Co.	1,068,856	$66.67M	0.0%	+1,305.9%	9.089%
2/5/2026	Johnson & White Wealth Management LLC	34,010	$2.12M	0.9%	+1.7%	0.289%
2/5/2026	Moneywise Inc.	13,232	$825K	0.3%	-2.7%	0.113%
2/5/2026	Pacific Sun Financial Corp	20,475	$1.28M	0.6%	-3.2%	0.174%
2/4/2026	Ameritas Advisory Services LLC	5,038	$314K	0.0%	-51.2%	0.043%
2/3/2026	Lmcg Investments LLC	42,786	$2.67M	0.2%	+5.6%	0.363%
1/30/2026	Laurel Wealth Advisors LLC	638	$40K	0.0%	N/A	0.005%
1/29/2026	UBS Group AG	296,164	$18.47M	0.0%	-0.5%	2.501%
1/29/2026	ProVise Management Group LLC	71,508	$4.46M	0.3%	+10.4%	0.604%
1/26/2026	Merit Financial Group LLC	136,222	$8.50M	0.1%	+3,691.3%	1.147%
1/26/2026	CWM LLC	8,765	$547K	0.0%	+4.8%	0.074%
1/26/2026	DORVAL Corp	254,042	$15.84M	5.1%	+3.7%	2.138%
1/23/2026	Farther Finance Advisors LLC	2,693	$168K	0.0%	+109.1%	0.023%
1/23/2026	U.S. Capital Wealth Advisors LLC	30,209	$1.88M	0.0%	-14.6%	0.254%
1/23/2026	Clear Creek Financial Management LLC	14,419	$899K	0.1%	-8.7%	0.121%
1/22/2026	Whitaker Myers Wealth Managers LTD.	6,758	$422K	0.1%	-13.1%	0.057%
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1/21/2026	Prime Capital Investment Advisors LLC	38,723	$2.42M	0.0%	+1.1%	0.325%
1/21/2026	Flagship Harbor Advisors LLC	525	$33K	0.0%	N/A	0.004%
1/20/2026	Sheets Smith Wealth Management	10,432	$651K	0.1%	-3.7%	0.088%
1/16/2026	PFS Partners LLC	127,890	$7.98M	3.6%	-1.0%	1.068%
1/15/2026	Investment Partners Asset Management Inc.	16,839	$1.05M	0.7%	+9.9%	0.141%
1/15/2026	Silver Oak Securities Incorporated	3,268	$206K	0.0%	-37.2%	0.027%
1/15/2026	Brookstone Capital Management	296,429	$18.49M	0.2%	-5.3%	2.476%
1/14/2026	Nova Wealth Management Inc.	2,659	$166K	0.1%	-20.5%	0.022%
1/13/2026	Well Done LLC	10,754	$671K	0.1%	-7.6%	0.089%
1/9/2026	Dynamic Advisor Solutions LLC	6,696	$418K	0.0%	+3.1%	0.056%

XMLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 186 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 137 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 1,560,662 shares in the last 24 months. This purchase volume represents approximately $97.62M 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 757,359 shares in the last 24 months. This volume of shares sold represents approximately $47.67M in transactions.

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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 9/23/2026. New 13F filings are added each quarter as they're published.

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

XMLV Institutional Buying and Selling by Quarter

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

XMLV Institutional Ownership - Frequently Asked Questions

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

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

XMLV Institutional Buying and Selling by Quarter

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

XMLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMLV shares?

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

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

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

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

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