Invesco S&P Midcap Low VolatXMLVETF
13F holders, Q1 2024 (March 31)191holders
2famous investors
$56.30avg. 13F price*
At the end of Q1 2024, 191 institutions reported holding Invesco S&P Midcap Low Volat (XMLV) in their 13F filings. The largest holders were Morgan Stanley ($34.9M), Cambridge Investment Research Advisors, Inc. ($26.3M) and LPL Financial LLC ($26.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P Midcap Low Volat
- CUSIP
- 46138E198
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $13.4M |
| Exits | 19 | $16.9M |
Ownership 191 holders
| Morgan Stanley | 0.00% | Add +0.1% | 618,087 | $34.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +2.0% | 465,857 | $26.3M |
| LPL Financial LLC | 0.01% | Reduce -17.6% | 463,433 | $26.1M |
| Brookstone Capital Management | 0.37% | Reduce -4.9% | 370,053 | $20.9M |
| UBS Group AG | 0.01% | Add +13.4% | 361,909 | $20.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -42.9% | 352,657 | $19.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.8% | 341,248 | $19.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -15.7% | 273,160 | $15.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.2% | 269,204 | $15.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.1% | 215,585 | $12.2M |
| DORVAL Corp | 5.27% | Add +2.7% | 209,050 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -27.9% | 134,355 | $7.6M |
| Baird Financial Group, Inc. | 0.02% | Add +11.9% | 133,986 | $7.6M |
| Bank of America Corp. | 0.00% | Reduce -10.8% | 133,698 | $7.5M |
| PFS Partners, LLC | 4.77% | Add +3.9% | 124,857 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.7% | 116,401 | $6.6M |
| Cornerstone Wealth Management, LLC | 0.52% | Add +6.8% | 113,290 | $6.4M |
| Equitable Holdings, Inc. | 0.07% | Reduce -0.8% | 106,748 | $6.0M |
| Obsidian Personal Planning Solutions LLC | 3.79% | Add +7.8% | 105,950 | $5.8M |
| Rwa Wealth Partners, LLC | 0.08% | New | 100,170 | $5.6M |
| Raymond James & Associates | 0.00% | Add +4.1% | 89,716 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -7.5% | 86,228 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -8.0% | 78,172 | $4.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -8.9% | 64,387 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +501.2% | 63,394 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -28.4% | 55,424 | $3.1M |
| ProVise Management Group, LLC | 0.25% | Add +20.2% | 50,199 | $2.8M |
| Mariner, LLC | 0.01% | Reduce -4.9% | 45,636 | $2.6M |
| Liberty One Investment Management, LLC | 0.27% | Reduce -2.5% | 41,944 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 41,266 | $2.3M |
| Waverly Advisors, LLC | 0.05% | New | 37,175 | $2.1M |
| Avestar Capital, LLC | 0.24% | Add +30.9% | 36,922 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -1.2% | 35,218 | $2.0M |
| Capital Analysts, LLC | 0.09% | Add +6.6% | 33,912 | $1.9M |
| Harbour Investments, Inc. | 0.06% | Reduce -0.1% | 31,643 | $1.8M |
| Johnson & White Wealth Management, LLC | 1.28% | Reduce -7.9% | 31,224 | $1.8M |
| JFS Wealth Advisors, LLC | 0.14% | Reduce -82.2% | 30,551 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -22.6% | 28,085 | $1.6M |
| Sculati Wealth Management, LLC | 0.66% | Add +17.3% | 27,057 | $1.5M |
| FineMark National Bank & Trust | 0.06% | Reduce -7.4% | 26,708 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +33.3% | 26,334 | $1.5M |
| Clear Creek Financial Management, LLC | 0.18% | New | 24,996 | $1.4M |
| Laidlaw Wealth Management LLC | 0.77% | Reduce -16.0% | 24,375 | $1.4M |
| Pacific Sun Financial Corp | 0.78% | Reduce -0.6% | 23,865 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +170.7% | 23,474 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +190.1% | 22,193 | $1.3M |
| Financial Advocates Investment Management | 0.07% | Reduce -3.1% | 22,381 | $1.2M |
| Visionary Wealth Advisors | 0.08% | Reduce -18.4% | 21,309 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +13.6% | 21,007 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.6% | 20,896 | $1.2M |
| Win Advisors, Inc. | 0.48% | Add +2.4% | 19,398 | $1.1M |
| Moneywise, Inc. | 0.59% | Reduce -4.8% | 19,369 | $1.1M |
| Well Done, LLC | 0.21% | Reduce -82.7% | 18,637 | $1.1M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -24.1% | 18,146 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -2.4% | 18,137 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.2% | 17,913 | $1.0M |
| GTS Securities LLC | 0.03% | Add +105.6% | 16,872 | $952K |
| Snowden Capital Advisors LLC | 0.03% | New | 16,460 | $928K |
| 1900 Wealth Management LLC | 0.08% | Reduce -2.1% | 16,372 | $923K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.9% | 15,018 | $847K |
| Investment Partners Asset Management, Inc. | 0.73% | Add +0.8% | 14,409 | $813K |
| Harvest Investment Services, LLC | 0.30% | New | 13,177 | $743K |
| Virtu Financial LLC | 0.06% | Add +58.8% | 13,018 | $734K |
| Destiny Capital Corp | 0.51% | Reduce -12.0% | 12,965 | $731K |
| Sheets Smith Wealth Management | 0.08% | Reduce -1.6% | 12,546 | $708K |
| Jane Street Group, LLC | 0.00% | Add +194.6% | 11,114 | $627K |
| LMCG Investments, LLC | 0.04% | Reduce -2.7% | 10,770 | $607K |
| Choreo, LLC | 0.01% | No change | 10,173 | $574K |
| Householder Group Estate & Retirement Specialist, LLC | 0.17% | Add +0.6% | 10,121 | $571K |
| Citigroup Inc. | 0.00% | Add +7.5% | 9,715 | $548K |
| Invesco Ltd. | 0.00% | Reduce -24.2% | 9,469 | $534K |
| Insigneo Advisory Services, LLC | 0.06% | Add +0.6% | 9,314 | $525K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -9.2% | 8,910 | $503K |
| AQR Capital Management | 0.00% | New | 8,853 | $499K |
| MorganRosel Wealth Management, LLC | 0.18% | Add +44.9% | 8,823 | $498K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -0.8% | 8,807 | $497K |
| Essex Financial Services, Inc. | 0.05% | Add +0.1% | 8,664 | $489K |
| Spectrum Wealth Advisory Group, LLC | 0.55% | Add +0.1% | 8,537 | $482K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -0.9% | 8,484 | $478K |
| ERn Financial, LLC | 0.08% | No change | 8,468 | $478K |
| Commonwealth Financial Services, LLC | 0.11% | New | 8,813 | $469K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -0.7% | 7,930 | $447K |
| Whitaker-Myers Wealth Managers, LTD. | 0.18% | Reduce -1.3% | 7,680 | $433K |
| ACT Advisors, LLC. | 0.24% | Reduce -9.4% | 7,647 | $431K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 7,518 | $424K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 7,281 | $411K |
| Jacobi Capital Management LLC | 0.04% | Reduce -0.5% | 6,959 | $393K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +59.6% | 6,953 | $392K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 6,450 | $364K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -10.1% | 6,420 | $362K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.3% | 6,391 | $360K |
| Wbi Investments, LLC | 0.07% | Reduce -68.6% | 6,382 | $360K |
| Petra Financial Advisors Inc. | 0.26% | Reduce -5.7% | 6,303 | $355K |
| SRH Advisors, LLC | 0.11% | No change | 6,175 | $348K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -4.6% | 6,107 | $344K |
| Accel Wealth Management | 0.14% | Reduce -1.9% | 6,020 | $340K |
| International Assets Investment Management, LLC | 0.04% | Reduce -98.8% | 5,990 | $336K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.4% | 5,950 | $336K |
| Garden State Investment Advisory Services LLC | 0.12% | Reduce -16.2% | 5,860 | $329K |
| Janiczek Wealth Management, LLC | 0.07% | No change | 5,701 | $322K |
"% of holder's portfolio" is XMLV's weight in each manager's 13F, not the share of Invesco S&P Midcap Low Volat the manager owns.