Invesco S&P MidCap Low Volatility
XMLV • ARCA
Invesco S&P MidCap Low Volatility is an exchange-traded fund on ARCA. As of Q3 2025, 194 institutional investors hold shares in this ETF, with total holdings valued at $448.7M. LPL Financial LLC is the largest holder with a position valued at $38.5M.
Overview
Overview of institutional ownership in XMLV as of Q3 2025
All Institutions
- Institutions
- 194
- Value Held
- $448.7M
- Shares Held
- 7.0M
- Avg Position
- $2.3M
- Median Position
- $410.5K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $3.5M
- Shares Held
- 54.5K
- Avg Position
- $1.2M
- Median Position
- $899.4K
Biggest Investors
Institutions with the largest positions in XMLV as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $38.5M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $38.2M 0.00% of portfolio |
$34.5M 0.10% of portfolio | |
 Brookstone Capital Management RIA/Wealth | $19.9M 0.24% of portfolio |
 UBS Group AG Institution | $18.9M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $17.8M 0.01% of portfolio |
D DORVAL Corp Institution | $15.6M 5.15% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $13.5M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $13.4M 0.00% of portfolio |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $13.2M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XMLV in Q3 2025
- Traded
- −$12.0M
- Buyers
- 79
- Sellers
- 93
- Total Bought
- +$22.5M
- Total Sold
- −$34.5M
- Avg Position
- $2.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 SRS Capital Advisors, Inc. RIA/Wealth | +$9.2M +77.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.2M +18.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$1.2M +18.6K shares |
+$1.0M +15.7K shares | |
 BANK OF AMERICA CORP /DE/ Institution | +$813.6K +12.8K shares |
D DORVAL Corp Institution | +$678.8K +10.7K shares |
 Synergy Investment Management, LLC RIA/Wealth | +$563.2K +8.9K shares |
 Avid Wealth Partners LLC RIA/Wealth | +$518.3K +8.2K shares |
 Cetera Investment Advisers RIA/Wealth | +$490.3K +7.7K shares |
+$425.7K +6.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | −$9.5M −148.8K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | −$2.4M −39.3K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.2M −34.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$1.9M −30.5K shares |
 WBI INVESTMENTS ETF Provider | −$1.7M −27.1K shares |
 Sculati Wealth Management, LLC RIA/Wealth | −$1.7M −27.1K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | −$1.4M −22.3K shares |
UBS Group AG Institution | −$1.2M −18.3K shares |
L LPL Financial LLC Institution | −$1.1M −16.7K shares |
W WIN ADVISORS, INC RIA/Wealth | −$921.0K −14.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XMLV in Q3 2025
- New Positions
- 6
- New Value
- $1.1M
- Exited Positions
- 18
- Exited Value
- $7.1M
New Positions
| Institution | Position Value |
|---|---|
 Prosperity Consulting Group, LLC RIA/Wealth | $323.1K 5.1K shares |
 LEIGH BALDWIN & CO., LLC RIA/Wealth | $256.9K 4.0K shares |
 Summit Financial, LLC RIA/Wealth | $253.8K 4.0K shares |
 PARK AVENUE SECURITIES LLC RIA/Wealth | $250.0K 3.9K shares |
 Wealth Watch Advisors, INC RIA/Wealth | $52.0K 818.0 shares |
 WHITTIER TRUST CO OF NEVADA INC RIA/Wealth | $5.4K 85.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
L Laurel Wealth Advisors LLC RIA/Wealth | $2.4M 39.3K shares |
W WIN ADVISORS, INC RIA/Wealth | $921.0K 14.9K shares |
$800.3K 13.0K shares | |
J JANE STREET GROUP, LLC Institution | $668.2K 10.8K shares |
 Jacobi Capital Management LLC RIA/Wealth | $429.1K 7.0K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | $344.0K 5.6K shares |
 Sovran Advisors, LLC RIA/Wealth | $250.9K 4.0K shares |
 MONEY CONCEPTS CAPITAL CORP RIA/Wealth | $237.0K 3.8K shares |
 Global Assets Advisory, LLC RIA/Wealth | $234.1K 888.0 shares |
 Bravias Capital Group, LLC RIA/Wealth | $204.6K 3.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in XMLV as of Q3 2025
- Call Positions
- 1
- Call Value
- $48.2M
- Put Positions
- 1
- Put Value
- $13.0M
Call Positions
| Institution | Position Value |
|---|---|
 BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | $48.2M 6.2K contracts |
Put Positions
| Institution | Position Value |
|---|---|
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | $13.0M 1.7K contracts |
Most Committed Institutions
Institutions with XMLV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D DORVAL Corp Institution | 5.15% $15.6M |
Avid Wealth Partners LLC RIA/Wealth | 4.80% $9.4M |
 PFS Partners, LLC RIA/Wealth | 3.91% $8.2M |
O Obsidian Personal Planning Solutions LLC RIA/Wealth | 2.75% $7.9M |
 MorganRosel Wealth Management, LLC RIA/Wealth | 1.56% $6.0M |
P Portland Financial Advisors Inc Institution | 1.50% $704.8K |
 Johnson & White Wealth Management, LLC RIA/Wealth | 0.97% $2.1M |
 PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.65% $1.3M |
0.65% $973.7K | |
Sculati Wealth Management, LLC RIA/Wealth | 0.43% $1.2M |
Hedge Fund Spotlight
Discover hedge funds investing in XMLV
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco S&P MidCap Low Volatility
- Market Value
- $562.7K
- Shares Held
- 8.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
