Invesco S&P Midcap Low VolatXMLVETF
13F holders, Q1 2025 (March 31)194holders −7
13new positions
18sold out
1famous investor
$61.57avg. 13F price*
At the end of Q1 2025, 194 institutions reported holding Invesco S&P Midcap Low Volat (XMLV) in their 13F filings, down 7 from Q4 2024. 13 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($36.4M), Cambridge Investment Research Advisors, Inc. ($28.0M) and LPL Financial LLC ($25.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $22.0M |
| Exits | 18 | $44.7M |
All 13F filers, Q4 2024 → Q1 2025: 755,033 shares bought and 895,977 shares sold, net −140,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| Morgan Stanley | 0.00% | Add +2.4% | 589,897 | $36.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +0.7% | 453,202 | $28.0M |
| LPL Financial LLC | 0.01% | Add +4.0% | 409,753 | $25.3M |
| Brookstone Capital Management | 0.30% | Add +0.5% | 343,519 | $21.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.7% | 303,654 | $18.7M |
| UBS Group AG | 0.00% | Add +0.2% | 298,972 | $18.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.7% | 257,549 | $15.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.1% | 233,916 | $14.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 222,664 | $13.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 176,044 | $10.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.5% | 142,848 | $8.8M |
| Sculati Wealth Management, LLC | 3.56% | Add +8.2% | 142,358 | $8.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.4% | 133,202 | $8.2M |
| PFS Partners, LLC | 4.22% | Add +1.7% | 128,485 | $7.9M |
| Obsidian Personal Planning Solutions LLC | 3.27% | Reduce -1.9% | 122,146 | $7.3M |
| Avid Wealth Partners LLC | 4.71% | New | 112,586 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2171.4% | 111,729 | $6.9M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 109,534 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +4.4% | 104,646 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +12.5% | 91,397 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +56.3% | 90,148 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +14.0% | 89,276 | $5.5M |
| Rwa Wealth Partners, LLC | 0.06% | New | 82,565 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.5% | 76,795 | $4.7M |
| Cetera Investment Advisers | 0.01% | New | 64,107 | $4.0M |
| Equitable Holdings, Inc. | 0.04% | Reduce -42.4% | 61,345 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +348.9% | 71,205 | $3.7M |
| ProVise Management Group, LLC | 0.31% | Add +2.4% | 59,857 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -1.0% | 54,705 | $3.4M |
| Wbi Investments, LLC | 0.84% | New | 51,573 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 41,592 | $2.6M |
| Liberty One Investment Management, LLC | 0.26% | Reduce -1.5% | 41,528 | $2.6M |
| Two Sigma Investments, LP | 0.01% | Add +182.3% | 39,800 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +14.0% | 37,938 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -8.5% | 37,160 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 36,286 | $2.2M |
| LMCG Investments, LLC | 0.14% | Add +46.6% | 33,276 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Add +1.6% | 32,696 | $2.0M |
| Johnson & White Wealth Management, LLC | 1.11% | Reduce -0.2% | 32,020 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +54.8% | 30,776 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.1% | 29,280 | $1.8M |
| Silver Oak Securities, Incorporated | 0.17% | Add +1935.0% | 29,182 | $1.8M |
| Capital Analysts, LLC | 0.05% | Reduce -22.8% | 22,296 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Reduce -2.3% | 22,271 | $1.4M |
| Golden State Wealth Management, LLC | 0.20% | Add +0.9% | 22,001 | $1.4M |
| Pacific Sun Financial Corp | 0.75% | Reduce -4.1% | 21,280 | $1.3M |
| JFS Wealth Advisors, LLC | 0.09% | No change | 20,890 | $1.3M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -4.0% | 20,864 | $1.3M |
| Arkadios Wealth Advisors | 0.05% | New | 19,732 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +6.3% | 18,374 | $1.1M |
| Citigroup Inc. | 0.00% | Add +2.0% | 18,082 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +30.3% | 16,932 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +30.3% | 16,932 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -0.7% | 16,509 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +91.0% | 16,494 | $1.0M |
| 1900 Wealth Management LLC | 0.08% | Add +0.1% | 16,428 | $1.0M |
| Investment Partners Asset Management, Inc. | 0.78% | Add +7.3% | 16,109 | $994K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -16.4% | 15,323 | $946K |
| Win Advisors, Inc. | 0.48% | Add +4.0% | 15,116 | $933K |
| Visionary Wealth Advisors | 0.05% | Reduce -0.1% | 14,597 | $901K |
| Financial Advocates Investment Management | 0.06% | Reduce -0.6% | 14,518 | $896K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.8% | 14,315 | $884K |
| Moneywise, Inc. | 0.46% | Reduce -2.1% | 14,224 | $878K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.4% | 14,114 | $871K |
| GWN Securities Inc. | 0.05% | New | 13,743 | $839K |
| Sheets Smith Wealth Management | 0.10% | No change | 13,331 | $823K |
| Ameritas Advisory Services, LLC | 0.03% | Add +0.2% | 13,363 | $815K |
| MorganRosel Wealth Management, LLC | 0.24% | Reduce -2.0% | 12,959 | $800K |
| Avestar Capital, LLC | 0.07% | Reduce -23.9% | 12,094 | $746K |
| Well Done, LLC | 0.13% | Reduce -0.7% | 12,158 | $739K |
| Portland Financial Advisors Inc | 1.86% | Reduce -2.5% | 11,809 | $729K |
| Destiny Capital Corp | 0.49% | Reduce -0.5% | 11,759 | $726K |
| Private Advisor Group, LLC | 0.00% | Reduce -32.3% | 11,014 | $680K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.7% | 10,884 | $672K |
| Strategic Equity Management | 0.28% | No change | 10,717 | $661K |
| OneDigital Investment Advisors LLC | 0.01% | Add +137.7% | 10,674 | $659K |
| Essex Financial Services, Inc. | 0.05% | Add +2.9% | 10,607 | $655K |
| Choreo, LLC | 0.01% | No change | 9,618 | $594K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.8% | 9,493 | $586K |
| Avant Capital LLC | 0.47% | Reduce -5.3% | 9,213 | $569K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.7% | 9,021 | $557K |
| AQR Capital Management | 0.00% | No change | 8,853 | $546K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 8,616 | $532K |
| ERn Financial, LLC | 0.08% | Reduce -1.1% | 8,377 | $517K |
| Spectrum Wealth Advisory Group, LLC | 0.25% | Add +0.1% | 8,339 | $515K |
| Syntegra Private Wealth Group, LLC | 0.06% | No change | 8,281 | $511K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.9% | 8,100 | $500K |
| FMR LLC | 0.00% | Add +51.9% | 8,042 | $496K |
| Petix & Botte Co | 0.13% | Add +0.0% | 7,726 | $477K |
| Whitaker-Myers Wealth Managers, LTD. | 0.13% | Add +0.7% | 7,713 | $476K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -9.3% | 7,337 | $453K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.5% | 6,918 | $427K |
| Invesco Ltd. | 0.00% | Reduce -3.4% | 6,658 | $411K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -3.7% | 6,585 | $406K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.8% | 6,550 | $404K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 6,425 | $397K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -32.8% | 6,371 | $393K |
| Petra Financial Advisors Inc. | 0.31% | Reduce -1.8% | 6,179 | $381K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.1% | 6,146 | $379K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,107 | $377K |
"% 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.