Who Owns XMLV?
Invesco S&P MidCap Low Volatility ETF — Institutional Ownership & 13F Holdings
$65.97
+0.25 (+0.38%)
Market Cap
$758.8M
Shares Outstanding
10,929,878
Institutional Holders
189
Total Inst. Value
$280.3M
% of Float Held
—
QoQ Holder Change
+63
Institutional data as of Q1 2025
New Positions
44
Closed Positions
20
Increased
50
Decreased
58
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $36.4M | 589,897 |
| 2 | Cambridge Investment Research Advisors, Inc. | $28.0M | 453,202 |
| 3 | UBS Group AG | $18.5M | 298,972 |
| 4 | AMERIPRISE FINANCIAL INC | $13.7M | 222,664 |
| 5 | RAYMOND JAMES FINANCIAL INC | $10.9M | 176,044 |
| 6 | Baird Financial Group, Inc. | $8.8M | 142,848 |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $8.2M | 133,202 |
| 8 | PFS Partners, LLCNew | $7.9M | 128,485 |
| 9 | Obsidian Personal Planning Solutions LLC | $7.3M | 122,146 |
| 10 | Avid Wealth Partners LLCNew | $6.9M | 112,586 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +14K | $36.4M |
| Cambridge Investment Research Advisors, Inc. | +3K | $28.0M |
| UBS Group AG | +533 | $18.5M |
| AMERIPRISE FINANCIAL INC | +10K | $13.7M |
| PFS Partners, LLCNew | +128K | $7.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Equitable Holdings, Inc. | -45K | $3.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | -28K | $16K |
| JONES FINANCIAL COMPANIES LLLP | -16K | $3.9M |
| MERCER GLOBAL ADVISORS INC /ADV | -9K | $8.2M |
| GOLDMAN SACHS GROUP INC | -8K | $1.8M |
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Frequently Asked Questions
How many institutional investors hold XMLV?
As of Q1 2025, 189 institutional investors report holding XMLV (Invesco S&P MidCap Low Volatility ETF) in their 13F filings.
Which hedge fund owns the most XMLV?
The largest institutional holder of XMLV is MORGAN STANLEY with $36.4M in shares.
Are institutions buying or selling XMLV?
This quarter, 44 institutions opened new positions in XMLV and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.