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 |
| Harvest Investment Services, LLC | 0.10% | Reduce -14.4% | 6,027 | $372K |
| Accel Wealth Management | 0.13% | Reduce -4.6% | 5,906 | $365K |
| Atlas Legacy Advisors, LLC | 0.09% | Add +15.2% | 5,741 | $351K |
| Alpha Financial Partners LLC | 0.27% | Add +0.8% | 5,491 | $339K |
| Assetmark, Inc. | 0.00% | Add +4446.7% | 5,456 | $337K |
| Creative Planning | 0.00% | Reduce -3.1% | 5,298 | $327K |
| &partners | 0.00% | Add +0.6% | 5,328 | $326K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 5,237 | $323K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.2% | 5,000 | $309K |
| ACT Advisors, LLC. | 0.17% | Reduce -14.5% | 4,926 | $304K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 4,885 | $302K |
| Cerity Partners LLC | 0.00% | New | 4,727 | $292K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -5.0% | 4,690 | $289K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.8% | 4,674 | $288K |
| MAI Capital Management | 0.00% | No change | 4,620 | $285K |
| Pacific Center for Financial Services | 0.07% | Add +0.5% | 4,515 | $279K |
| Meridian Financial Advisors, LLC | 0.20% | No change | 4,511 | $278K |
| Fifth Third Bancorp | 0.00% | No change | 4,492 | $277K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 4,450 | $275K |
| Legacy Trust | 0.07% | No change | 4,414 | $272K |
| Marshall Financial Group, LLC | 0.06% | Reduce -9.3% | 4,399 | $272K |
| Sensible Money, LLC | 0.11% | No change | 4,275 | $264K |
| Asset Dedication, LLC | 0.02% | No change | 4,275 | $264K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 4,200 | $259K |
| Richmond Investment Services, LLC | 0.14% | Reduce -17.3% | 4,171 | $257K |
| Faithward Advisors, LLC | 0.04% | Add +0.1% | 4,118 | $254K |
| Allworth Financial LP | 0.00% | Add +6.0% | 4,222 | $254K |
| SRH Advisors, LLC | 0.08% | Reduce -34.0% | 4,075 | $252K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -36.3% | 3,726 | $230K |
| Truist Financial Corp. | 0.00% | Add +1.5% | 3,724 | $230K |
| Cwm, LLC | 0.00% | Add +4.3% | 3,593 | $222K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 3,583 | $221K |
| Merit Financial Group, LLC | 0.00% | Add +0.4% | 3,578 | $221K |
| Redwood Financial Network Corp | 0.16% | Reduce -2.4% | 3,456 | $213K |
| Mainstay Capital Management LLC | 0.03% | No change | 3,434 | $212K |
| LVZ, Inc. | 0.03% | No change | 3,421 | $211K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.4% | 3,407 | $210K |
| Trilogy Capital Inc. | 0.01% | No change | 3,369 | $208K |
| CW Advisors, LLC | 0.00% | New | 3,318 | $205K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 3,285 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.7% | 3,590 | $199K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.6% | 3,160 | $195K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +0.8% | 2,948 | $182K |
| Ridgewood Investments LLC | 0.08% | Reduce -3.9% | 2,925 | $181K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Add +0.2% | 2,905 | $179K |
| Synergy Investment Management, LLC | 0.06% | Reduce -16.6% | 2,506 | $155K |
| Arax Advisory Partners | 0.01% | Reduce -0.5% | 2,424 | $150K |
| Rothschild Investment LLC | 0.01% | No change | 2,000 | $123K |
| Gen-Wealth Partners Inc | 0.05% | No change | 1,833 | $113K |
| Principal Securities, Inc. | 0.00% | No change | 1,833 | $112K |
| Blair William & Co. | 0.00% | Reduce -38.6% | 1,480 | $91K |
| Transce3nd, LLC | 0.04% | No change | 1,445 | $89K |
| Comerica Bank | 0.00% | No change | 1,358 | $84K |
| US Bancorp \de | 0.00% | No change | 1,224 | $76K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +174.8% | 1,080 | $67K |
| Front Row Advisors LLC | 0.02% | No change | 935 | $58K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 870 | $54K |
| Runnymede Capital Advisors, Inc. | 0.04% | No change | 735 | $45K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +0.7% | 689 | $43K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.9% | 654 | $40K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 638 | $39K |
| Geneos Wealth Management Inc. | 0.00% | Add +254.8% | 628 | $39K |
| Creative Capital Management Investments LLC | 0.01% | Reduce -26.3% | 589 | $36K |
| IFP Advisors, Inc | 0.00% | Add +13.4% | 533 | $33K |
| AE Wealth Management LLC | 0.00% | Reduce -19.9% | 524 | $32K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 525 | $32K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.7% | 456 | $28K |
| EPG Wealth Management LLC | 0.01% | Add +0.7% | 456 | $28K |
| REAP Financial Group, LLC | 0.01% | Add +0.9% | 442 | $27K |
| City State Bank | 0.01% | No change | 427 | $26K |
| CX Institutional | 0.00% | New | 399 | $25K |
| Milestone Investment Advisors LLC | 0.01% | Reduce -7.0% | 318 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -50.0% | 316 | $20K |
| Farther Finance Advisors, LLC | 0.00% | No change | 309 | $19K |
| Roxbury Financial LLC | 0.02% | Add +0.7% | 302 | $19K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 227 | $14K |
| Sound Income Strategies, LLC | 0.00% | Add +102.8% | 221 | $14K |
| Darwin Wealth Management, LLC | 0.00% | No change | 206 | $13K |
| Biltmore Family Office, LLC | 0.00% | No change | 200 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 178 | $11K |
| Tsfg, LLC | 0.00% | No change | 150 | $9K |
| Nova Wealth Management, Inc. | 0.01% | New | 128 | $8K |
| Qube Research & Technologies Ltd | 0.00% | No change | 102 | $6K |
| North Capital, Inc. | 0.01% | — | 100 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 100 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 76 | $5K |
| Spire Wealth Management | 0.00% | No change | 70 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 60 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 37 | $2K |
| Blue Trust, Inc. | 0.00% | New | 30 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 23 | $1K |
| Provident Wealth Management, LLC | 0.00% | No change | 2 | $123 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $62 |
"% 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.