Invesco S&P Midcap Low VolatXMLVETF
13F holders, Q4 2024 (December 31)201holders +15
18new positions
12sold out
1famous investor
$60.84avg. 13F price*
At the end of Q4 2024, 201 institutions reported holding Invesco S&P Midcap Low Volat (XMLV) in their 13F filings, up 15 from Q3 2024. 18 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($35.1M), Cambridge Investment Research Advisors, Inc. ($27.4M) and LPL Financial LLC ($24.0M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $15.1M |
| Exits | 12 | $19.8M |
All 13F filers, Q3 2024 → Q4 2024: 416,964 shares bought and 604,041 shares sold, net −187,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 201 holders
| Morgan Stanley | 0.00% | Add +1.4% | 576,337 | $35.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -2.6% | 450,099 | $27.4M |
| LPL Financial LLC | 0.01% | Reduce -0.7% | 393,865 | $24.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 392,753 | $23.9M |
| Brookstone Capital Management | 0.30% | Reduce -4.0% | 341,837 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.5% | 305,666 | $18.6M |
| UBS Group AG | 0.00% | Reduce -4.3% | 298,439 | $18.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +13.1% | 285,293 | $17.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.8% | 238,930 | $14.5M |
| DORVAL Corp | 5.44% | Add +2.3% | 225,111 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 212,561 | $12.9M |
| Raymond James Financial Inc. | 0.00% | — | 176,749 | $10.7M |
| Baird Financial Group, Inc. | 0.02% | Add +4.3% | 143,571 | $8.7M |
| Mercer Global Advisors Inc. | 0.02% | New | 142,246 | $8.7M |
| Sculati Wealth Management, LLC | 3.17% | Add +4.8% | 131,540 | $8.0M |
| Obsidian Personal Planning Solutions LLC | 3.72% | Add +3.3% | 124,478 | $7.7M |
| PFS Partners, LLC | 4.19% | Add +0.2% | 126,349 | $7.7M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 110,451 | $6.7M |
| Equitable Holdings, Inc. | 0.06% | Reduce -2.7% | 106,504 | $6.5M |
| Wells Fargo & Company | 0.00% | Reduce -11.5% | 100,264 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.1% | 84,871 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +13.5% | 81,216 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.6% | 78,341 | $4.8M |
| ProVise Management Group, LLC | 0.30% | Add +2.8% | 58,439 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +58.0% | 57,694 | $3.5M |
| MML Investors Services, LLC | 0.01% | Reduce -1.7% | 55,237 | $3.4M |
| Liberty One Investment Management, LLC | 0.28% | Add +1.0% | 42,148 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.4% | 41,934 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -0.4% | 40,596 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.9% | 37,579 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -45.2% | 36,939 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +2.5% | 33,269 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +1.5% | 32,194 | $2.0M |
| Johnson & White Wealth Management, LLC | 1.18% | Add +2.4% | 32,074 | $1.9M |
| Capital Analysts, LLC | 0.07% | Reduce -2.2% | 28,864 | $1.8M |
| FineMark National Bank & Trust | 0.05% | Reduce -5.2% | 22,786 | $1.4M |
| LMCG Investments, LLC | 0.08% | Add +54.7% | 22,697 | $1.4M |
| Pacific Sun Financial Corp | 0.73% | Reduce -0.7% | 22,180 | $1.3M |
| Golden State Wealth Management, LLC | 0.20% | — | 21,801 | $1.3M |
| Clear Creek Financial Management, LLC | 0.14% | Add +6.8% | 21,733 | $1.3M |
| Independent Advisor Alliance | 0.02% | New | 21,443 | $1.3M |
| Old Mission Capital LLC | 0.03% | Add +62.3% | 21,173 | $1.3M |
| JFS Wealth Advisors, LLC | 0.09% | Reduce -0.5% | 20,890 | $1.3M |
| Laidlaw Wealth Management LLC | 0.55% | Reduce -21.0% | 20,766 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | New | 19,880 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.1% | 18,322 | $1.1M |
| Citigroup Inc. | 0.00% | Add +105.6% | 17,719 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.3% | 17,292 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -3.2% | 16,623 | $1.0M |
| IronOak Wealth LLC. | 1.12% | — | 16,411 | $998K |
| 1900 Wealth Management LLC | 0.08% | Add +0.1% | 16,405 | $998K |
| Private Advisor Group, LLC | 0.01% | Reduce -6.8% | 16,256 | $989K |
| Susquehanna International Group, LLP | 0.00% | Add +106.4% | 16,169 | $983K |
| Avestar Capital, LLC | 0.09% | Reduce -53.3% | 15,898 | $967K |
| NewEdge Advisors, LLC | 0.01% | Add +0.4% | 15,864 | $965K |
| Investment Partners Asset Management, Inc. | 0.72% | Add +2.7% | 15,012 | $913K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 14,765 | $898K |
| Visionary Wealth Advisors | 0.05% | Reduce -1.5% | 14,617 | $889K |
| Financial Advocates Investment Management | 0.05% | Reduce -17.3% | 14,603 | $888K |
| Moneywise, Inc. | 0.44% | Reduce -18.4% | 14,533 | $884K |
| Win Advisors, Inc. | 0.43% | Reduce -15.4% | 14,531 | $884K |
| Waverly Advisors, LLC | 0.01% | Reduce -27.4% | 14,193 | $863K |
| Two Sigma Investments, LP | 0.00% | Reduce -71.6% | 14,100 | $858K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -45.7% | 13,331 | $811K |
| Sheets Smith Wealth Management | 0.10% | Add +6.5% | 13,331 | $811K |
| MorganRosel Wealth Management, LLC | 0.26% | Add +9.1% | 13,226 | $804K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 12,991 | $790K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 12,991 | $790K |
| Virtu Financial LLC | 0.04% | New | 12,334 | $750K |
| Well Done, LLC | 0.14% | No change | 12,242 | $747K |
| Portland Financial Advisors Inc | 1.98% | — | 12,106 | $736K |
| Destiny Capital Corp | 0.44% | Add +0.1% | 11,813 | $718K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +84.5% | 11,755 | $715K |
| Strategic Equity Management | 0.27% | No change | 10,717 | $652K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 10,307 | $627K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -21.2% | 9,763 | $594K |
| Avant Capital LLC | 0.49% | — | 9,731 | $592K |
| Choreo, LLC | 0.01% | No change | 9,618 | $585K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -85.2% | 9,569 | $582K |
| Insigneo Advisory Services, LLC | 0.06% | Add +0.7% | 9,477 | $576K |
| AQR Capital Management | 0.00% | No change | 8,853 | $538K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +799.8% | 8,638 | $525K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 8,616 | $524K |
| ERn Financial, LLC | 0.08% | No change | 8,468 | $515K |
| Spectrum Wealth Advisory Group, LLC | 0.24% | Add +0.1% | 8,332 | $507K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -2.3% | 8,281 | $504K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.8% | 8,088 | $492K |
| Daiwa Securities Group Inc. | 0.00% | Add +27.9% | 7,800 | $474K |
| Petix & Botte Co | 0.12% | No change | 7,724 | $470K |
| Whitaker-Myers Wealth Managers, LTD. | 0.14% | Add +0.6% | 7,656 | $466K |
| Harvest Investment Services, LLC | 0.10% | Add +1.2% | 7,043 | $428K |
| Jacobi Capital Management LLC | 0.03% | Add +0.0% | 7,026 | $427K |
| Invesco Ltd. | 0.00% | Reduce -16.4% | 6,891 | $419K |
| Commonwealth Financial Services, LLC | 0.08% | No change | 6,839 | $416K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.4% | 6,496 | $395K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.3% | 6,425 | $391K |
| Petra Financial Advisors Inc. | 0.26% | Reduce -0.2% | 6,293 | $383K |
| Accel Wealth Management | 0.14% | Add +0.4% | 6,190 | $376K |
| SRH Advisors, LLC | 0.11% | No change | 6,175 | $376K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.0% | 6,150 | $374K |
"% 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.