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 |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -33.2% | 5,700 | $322K |
| Creative Planning | 0.00% | Reduce -13.2% | 5,465 | $308K |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.5% | 5,457 | $308K |
| Sequent Planning LLC | 0.11% | — | 5,415 | $305K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -10.1% | 5,296 | $299K |
| Pinnacle Bancorp, Inc. | 0.09% | Reduce -17.4% | 5,230 | $295K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.3% | 5,229 | $295K |
| Solano Wealth Management, Inc. | 0.16% | Reduce -3.7% | 4,980 | $281K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 4,935 | $278K |
| Raymond James Trust N.A. | 0.01% | Reduce -12.9% | 4,802 | $271K |
| Faithward Advisors, LLC | 0.05% | Reduce -0.8% | 4,733 | $267K |
| MAI Capital Management | 0.00% | Reduce -3.1% | 4,620 | $261K |
| Meridian Financial Advisors, LLC | 0.19% | No change | 4,612 | $260K |
| Trilogy Capital Inc. | 0.01% | No change | 4,594 | $259K |
| Pacific Center for Financial Services | 0.07% | Reduce -1.9% | 4,571 | $258K |
| Sigma Planning Corp | 0.01% | New | 4,473 | $252K |
| Legacy Trust | 0.06% | No change | 4,414 | $249K |
| Redwood Financial Network Corp | 0.21% | Add +2.8% | 4,377 | $247K |
| Sensible Money, LLC | 0.13% | No change | 4,275 | $241K |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 4,122 | $232K |
| Aspire Wealth Management Corp | 0.14% | Reduce -9.5% | 4,096 | $231K |
| Gray Wealth Management Inc. | 0.10% | Reduce -17.4% | 4,083 | $230K |
| Berger Financial Group, Inc | 0.02% | New | 3,895 | $220K |
| Petix & Botte Co | 0.05% | Reduce -50.0% | 3,861 | $218K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.6% | 3,793 | $214K |
| Cwm, LLC | 0.00% | Reduce -10.2% | 3,767 | $212K |
| Ipswich Investment Management Co., Inc. | 0.05% | New | 3,558 | $201K |
| LVZ, Inc. | 0.03% | New | 3,557 | $201K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.2% | 3,555 | $201K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.5% | 3,524 | $198K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 3,467 | $196K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.0% | 3,250 | $183K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.5% | 3,238 | $183K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Add +0.2% | 2,883 | $163K |
| First Personal Financial Services | 0.04% | No change | 2,765 | $156K |
| Fifth Third Bancorp | 0.00% | No change | 2,622 | $148K |
| Arax Advisory Partners | 0.01% | Reduce -12.6% | 2,504 | $141K |
| FMR LLC | 0.00% | Reduce -8.7% | 2,455 | $138K |
| Jones Financial Companies LLLP | 0.00% | New | 2,194 | $124K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,011 | $113K |
| Rothschild Investment LLC | 0.01% | No change | 2,000 | $113K |
| Comerica Bank | 0.00% | No change | 1,889 | $107K |
| Principal Securities, Inc. | 0.00% | Reduce -1.8% | 1,849 | $104K |
| Gen-Wealth Partners Inc | 0.05% | — | 1,833 | $103K |
| Private Trust Co. NA | 0.01% | No change | 1,640 | $92K |
| US Bancorp \de | 0.00% | No change | 1,224 | $69K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,156 | $65K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 1,226 | $65K |
| Front Row Advisors LLC | 0.02% | Add +11.9% | 1,046 | $59K |
| Voisard Asset Management Group, Inc. | 0.03% | New | 1,000 | $56K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.5% | 989 | $56K |
| Laurel Wealth Advisors LLC | 0.01% | Add +52.0% | 938 | $53K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -37.6% | 902 | $51K |
| Carolinas Wealth Consulting LLC | 0.01% | New | 870 | $49K |
| Global Retirement Partners, LLC | 0.00% | Reduce -27.5% | 790 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -35.9% | 627 | $35K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 525 | $30K |
| IFP Advisors, Inc | 0.00% | Reduce -17.3% | 470 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 461 | $26K |
| EPG Wealth Management LLC | 0.01% | Add +0.7% | 445 | $25K |
| City State Bank | 0.01% | No change | 427 | $24K |
| Pineridge Advisors LLC | 0.01% | New | 417 | $24K |
| AdvisorNet Financial, Inc | 0.00% | No change | 395 | $22K |
| PSI Advisors, LLC | 0.01% | Add +150.3% | 378 | $21K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 369 | $21K |
| Fernwood Investment Management, LLC | 0.01% | New | 348 | $20K |
| Milestone Investment Advisors LLC | 0.01% | No change | 342 | $19K |
| Castleview Partners, LLC | 0.01% | No change | 288 | $16K |
| Global Assets Advisory, LLC | 0.01% | New | 208 | $12K |
| Biltmore Family Office, LLC | 0.00% | No change | 200 | $11K |
| Lanark Financial, Inc. | 0.00% | Reduce -49.7% | 193 | $11K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 193 | $11K |
| Hilltop National Bank | 0.00% | — | 185 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 178 | $10K |
| Tsfg, LLC | 0.00% | No change | 150 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 141 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 109 | $6K |
| Farther Finance Advisors, LLC | 0.00% | No change | 104 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 86 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 86 | $5K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -97.7% | 85 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 76 | $4K |
| Spire Wealth Management | 0.00% | No change | 70 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 60 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 47 | $3K |
| Retirement Group, LLC | 0.00% | No change | 45 | $3K |
| Assetmark, Inc. | 0.00% | New | 44 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 24 | $1K |
| Wagner Wealth Management, LLC | 0.00% | New | 24 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $169 |
| Provident Wealth Management, LLC | 0.00% | No change | 2 | $113 |
"% 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.