Who Owns Invesco S&P MidCap Low Volatility ETF (XMLV)?Hedge Fund & Institutional Holders

$64.79+0.06 (+0.09%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.694146000420004e+204T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$55.57$58.49$61.41$64.32$67.24Sep 24Jun 25Mar 26

XMLV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
DORVAL CorpNew Position+254K+$15.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+233K+$14.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+174K+$10.0M
Merit Financial Group, LLCNew Position+136K+$8.5M
JONES FINANCIAL COMPANIES LLLPNew Position+142K+$8.0M
PFS Partners, LLCNew Position+128K+$8.0M
LMCG INVESTMENTS, LLCNew Position+43K+$2.7M
Prime Capital Investment Advisors, LLCNew Position+39K+$2.4M
LIBERTY ONE INVESTMENT MANAGEMENT, LLCNew Position+31K+$1.9M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+28K+$1.8M
Golden State Wealth Management, LLCNew Position+21K+$1.3M
MassMutual Private Wealth & Trust, FSBNew Position+20K+$1.2M
MorganRosel Wealth Management, LLCNew Position+17K+$1.1M
Investment Partners Asset Management, Inc.New Position+17K+$1.1M
Arkadios Wealth AdvisorsNew Position+17K+$1.0M

XMLV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementDecreased-17K-$19.9B
UBS Group AGDecreased-1K-$18.9B
RAYMOND JAMES FINANCIAL INCDecreased-32K-$13.5B
AMERIPRISE FINANCIAL INCDecreased-28K-$13.4B
Arax Advisory PartnersDecreased-77K-$9.4B
JPMORGAN CHASE & CODecreased-141K-$9.3B
BANK OF AMERICA CORP /DE/Decreased-4K-$8.0B
Obsidian Personal Planning Solutions LLCClosed Position-128K-$7.9B
MERCER GLOBAL ADVISORS INC /ADVDecreased-4K-$7.7B
WELLS FARGO & COMPANY/MNDecreased-12K-$6.4B
NewEdge Advisors, LLCDecreased-97K-$6.3B
OSAIC HOLDINGS, INC.Decreased-11K-$4.8B
MML INVESTORS SERVICES, LLCDecreased-1K-$3.4B
Equitable Holdings, Inc.Decreased-9K-$3.0B
HighTower Advisors, LLCDecreased-1K-$2.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,068,856$96.9M0.06%Share
2BOOTHBAY FUND MANAGEMENT, LLC546,800$46.0M0.69%Call
3LPL Financial LLC675,286$42.0M0.01%Share
4MORGAN STANLEY613,715$38.0M0.00%Share
5Cambridge Investment Research Advisors, Inc.474,544$29.0M0.08%Share
6Brookstone Capital Management296,429$18.5M0.21%Share
7UBS Group AG295,567$18.4M0.00%Share
8DORVAL Corp254,042$15.8M5.06%Share
9ENVESTNET ASSET MANAGEMENT INC232,584$14.0M0.00%Share
10PNC FINANCIAL SERVICES GROUP, INC.213,374$13.0M0.01%Share
11BOOTHBAY FUND MANAGEMENT, LLC152,800$12.0M0.18%Put
12COMMONWEALTH EQUITY SERVICES, LLC174,148$10.0M0.01%Share
13AMERIPRISE FINANCIAL INC169,788$10.0M0.00%Share
14Baird Financial Group, Inc.164,862$10.0M0.02%Share
15Merit Financial Group, LLC134,599$8.4M0.07%Share
16JONES FINANCIAL COMPANIES LLLP141,842$8.0M0.00%Share
17PFS Partners, LLC127,890$8.0M3.65%Share
18MERCER GLOBAL ADVISORS INC /ADV116,981$7.0M0.01%Share
19RAYMOND JAMES FINANCIAL INC102,965$6.0M0.00%Share
20ROYAL BANK OF CANADA93,013$5.0M0.00%Share
21Cetera Investment Advisers88,281$5.0M0.01%Share
22ProVise Management Group, LLC71,508$4.5M0.32%Share
23RAYMOND JAMES FINANCIAL INC72,659$4.0M0.00%Share
24MML INVESTORS SERVICES, LLC52,504$3.0M0.01%Share
25BANK OF AMERICA CORP /DE/48,281$3.0M0.00%Share
26OSAIC HOLDINGS, INC.50,330$3.0M0.00%Share
27WELLS FARGO & COMPANY/MN53,969$3.0M0.00%Share
28LMCG INVESTMENTS, LLC42,786$2.7M0.15%Share
29HARBOUR INVESTMENTS, INC.40,156$2.5M0.05%Share
30Prime Capital Investment Advisors, LLC38,723$2.4M0.03%Share
31Johnson & White Wealth Management, LLC34,010$2.1M0.92%Share
32WELLS FARGO & COMPANY/MN35,395$2.0M0.00%Share
33Equitable Holdings, Inc.37,670$2.0M0.01%Share
34TWO SIGMA INVESTMENTS, LP36,500$2.0M0.00%Share
35BANK OF AMERICA CORP /DE/35,232$2.0M0.00%Share
36BANK OF AMERICA CORP /DE/38,144$2.0M0.00%Share
37HighTower Advisors, LLC41,389$2.0M0.00%Share
38LIBERTY ONE INVESTMENT MANAGEMENT, LLC31,122$1.9M0.25%Share
39U.S. Capital Wealth Advisors, LLC30,209$1.9M0.05%Share
40SIGNATURE ESTATE & INVESTMENT ADVISORS LLC27,900$1.7M0.04%Share
41CALTON & ASSOCIATES, INC.27,040$1.7M0.25%Share
42WBI INVESTMENTS, LLC22,894$1.4M0.37%Share
43JFS WEALTH ADVISORS, LLC21,420$1.3M0.08%Share
44Golden State Wealth Management, LLC20,564$1.3M0.14%Share
45PACIFIC SUN FINANCIAL CORP20,475$1.3M0.61%Share
46MassMutual Private Wealth & Trust, FSB19,680$1.2M0.03%Share
47Capital Analysts, LLC17,637$1.1M0.03%Share
48MorganRosel Wealth Management, LLC16,983$1.1M0.27%Share
49Investment Partners Asset Management, Inc.16,839$1.1M0.65%Share
50Mariner, LLC17,430$1.0M0.00%Share

XMLV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025188$456.3M+66
Q3 2025122$301.9B-66
Q2 2025188$325.4B-1
Q1 2025189$347.1B+24
Q4 2024165$34.1T+37
Q3 2024128$206.5T-4
Q2 2024132$198.4T+4
Q1 2024128$211.1T—

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As of Q4 2025, 50 institutional investors hold XMLV (Invesco S&P MidCap Low Volatility ETF). The largest holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $96.9M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own XMLV?

As of Q4 2025, 50 institutional investors report holding XMLV (Invesco S&P MidCap Low Volatility ETF) in their 13F filings.

Who is the largest institutional holder of XMLV?

The largest institutional holder of XMLV is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $96.9M in shares.

Is institutional ownership of XMLV increasing or decreasing?

This quarter, 15 institutions opened new positions in XMLV and 1 closed their positions.