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

Invesco S&P MidCap Low Volatility ETF logo
$59.42 +0.51 (+0.86%)
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Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$84.04M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$29.78M
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XMLV Institutional Buying and Selling by Quarter

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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
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%
4/15/2025 GPS Wealth Strategies Group LLC1,080$67K0.0%+174.8%0.008%
4/15/2025 Investment Partners Asset Management Inc.16,109$994K0.8%+7.3%0.126%
4/15/2025 CX Institutional399$25K0.0%N/A0.003%
4/14/2025 PFS Partners LLC128,485$7.93M4.2%+1.7%1.005%
4/10/2025 ACT Advisors LLC.4,926$304K0.2%-14.5%0.039%
4/10/2025 Lmcg Investments LLC33,276$2.05M0.1%+46.6%0.260%
4/10/2025 Accel Wealth Management5,906$365K0.1%-4.6%0.046%
4/1/2025 MassMutual 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%
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%
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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%
2/11/2025FineMark National Bank & Trust22,786$1.39M0.0%-5.2%0.158%
2/11/2025LPL Financial LLC393,865$23.96M0.0%-0.7%2.729%
2/11/2025Runnymede Capital Advisors Inc.735$45K0.0%N/A0.005%
2/11/2025Virtu Financial LLC12,334$750K0.0%N/A0.085%
2/11/2025ProVise Management Group LLC58,439$3.55M0.3%+2.8%0.405%
2/10/2025Harbour Investments Inc.32,194$1.96M0.1%+1.5%0.223%
2/10/2025Commonwealth Equity Services LLC285,293$17.35M0.0%+13.1%1.977%
2/10/2025Avantax Advisory Services Inc.9,763$594K0.0%-21.2%0.068%
2/7/2025HighTower Advisors LLC41,934$2.55M0.0%-6.4%0.291%
2/7/2025Independent Advisor Alliance21,443$1.30M0.0%N/A0.149%
2/7/2025Daiwa Securities Group Inc.7,800$474K0.0%+27.9%0.054%
2/7/2025PNC Financial Services Group Inc.238,930$14.53M0.0%-1.8%1.656%
2/6/2025Raymond James Financial Inc.176,750$10.75M0.0%N/A1.225%
2/6/2025LVZ Inc.3,421$208K0.0%-6.8%0.024%
2/6/2025Synergy Investment Management LLC3,006$183K0.1%N/A0.021%
2/6/2025Steward Partners Investment Advisory LLC3,527$215K0.0%+15.1%0.024%
2/6/2025Jones Financial Companies Lllp57,694$3.51M0.0%+58.0%0.400%
2/4/2025MorganRosel Wealth Management LLC13,226$804K0.3%+9.1%0.092%
2/4/2025Bank of New York Mellon Corp392,753$23.89M0.0%+1.8%2.722%
2/4/2025Portland Financial Advisors Inc12,106$736K2.0%N/A0.084%
2/4/2025Mainstay Capital Management LLC ADV3,434$209K0.0%N/A0.024%
2/3/2025Private Advisor Group LLC16,256$989K0.0%-6.8%0.113%
2/3/2025Laidlaw Wealth Management LLC20,766$1.26M0.6%-21.0%0.144%
1/31/2025Atlas Legacy Advisors LLC4,983$303K0.1%N/A0.035%
1/31/2025J.W. Cole Advisors Inc.5,848$356K0.0%N/A0.041%
1/30/2025Allworth Financial LP3,983$246K0.0%+14.9%0.028%
1/30/2025DORVAL Corp225,111$13.69M5.4%+2.3%1.560%
1/30/2025 Investment Partners Asset Management Inc.15,012$913K0.7%+2.7%0.104%
1/29/2025Avestar Capital LLC15,898$967K0.1%-53.3%0.110%
1/29/2025Comprehensive Financial Planning Inc. PA453$28K0.0%N/A0.003%
1/28/2025Golden State Wealth Management LLC21,801$1.33M0.2%N/A0.151%
1/27/2025Financial Advocates Investment Management14,603$888K0.1%-17.3%0.101%
1/27/2025Moneywise Inc.14,533$884K0.4%-18.4%0.101%
1/27/2025Syntegra Private Wealth Group LLC8,281$504K0.1%-2.3%0.057%
1/27/2025Win Advisors Inc.14,531$884K0.4%-15.4%0.101%
1/27/2025 PFS Partners LLC126,349$7.69M4.1%+0.2%0.876%
1/24/2025U.S. Capital Wealth Advisors LLC19,880$1.21M0.0%N/A0.138%
1/24/2025Clear Creek Financial Management LLC21,733$1.32M0.1%+6.8%0.151%
1/23/2025Capital Investment Advisory Services LLC632$38K0.0%-68.6%0.004%
1/21/2025 High Net Worth Advisory Group LLC4,450$271K0.1%-8.2%0.031%
1/21/2025Marshall Financial Group LLC4,851$295K0.1%-3.6%0.034%
1/21/2025CFS Investment Advisory Services LLC4,937$300K0.0%-4.5%0.034%
1/17/2025Sheets Smith Wealth Management13,331$811K0.1%+6.5%0.092%
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1/16/2025 Lmcg Investments LLC22,697$1.38M0.1%+54.7%0.157%
1/16/2025 MassMutual Private Wealth & Trust FSB8,638$525K0.0%+799.8%0.060%
1/16/2025Liberty One Investment Management LLC42,148$2.56M0.3%+1.0%0.292%
1/15/2025Ameritas Advisory Services LLC13,331$811K0.0%-45.7%0.092%
1/14/2025Pinnacle Bancorp Inc.4,200$255K0.1%-19.7%0.029%
1/13/2025 Johnson & White Wealth Management LLC32,074$1.94M1.2%+2.4%0.222%
1/13/2025 ACT Advisors LLC.5,759$350K0.2%-11.8%0.040%
1/13/2025Brookstone Capital Management341,837$20.79M0.3%-4.0%2.369%
1/10/2025Wealth Enhancement Advisory Services LLC8,512$520K0.0%+33.6%0.059%
1/8/2025International Assets Investment Management LLC4,858$295K0.0%N/A0.034%
(Data available from 1/1/2016 forward)

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XMLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMLV shares?

During the previous two years, 196 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. ($27.38M), LPL Financial LLC ($23.96M), Bank of New York Mellon Corp ($23.89M), Brookstone Capital Management ($20.79M), Envestnet Asset Management Inc. ($18.59M), Commonwealth Equity Services LLC ($17.35M), and UBS Group AG ($16.97M).Learn more on XMLV's institutional investors.

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

Of the 128 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: 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), Raymond James Financial Inc. ($176.75K), and Money Concepts Capital Corp ($141.57K).

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

Institutional investors have bought a total of 3,865,885 shares in the last 24 months. This purchase volume represents approximately $210.05M in transactions.

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

Of the 120 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: International Assets Investment Management LLC ($497.21K), PNC Financial Services Group Inc. ($298.23K), Commonwealth Equity Services LLC ($245.30K), UBS Group AG ($190.54K), Brookstone Capital Management ($144.86K), LPL Financial LLC ($134.29K), and Stifel Financial Corp ($115.97K).

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

Institutional investors have sold a total of 2,927,869 shares in the last 24 months. This volume of shares sold represents approximately $157.35M in transactions.


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This page (NYSEARCA:XMLV) was last updated on 4/17/2025 by MarketBeat.com Staff
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