Invesco S&P Midcap Low VolatXMLVETF
13F holders, Q2 2025 (June 30)202holders +8
18new positions
10sold out
2famous investors
$61.70avg. 13F price*
At the end of Q2 2025, 202 institutions reported holding Invesco S&P Midcap Low Volat (XMLV) in their 13F filings, up 8 from Q1 2025. 18 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($38.4M), Morgan Stanley ($36.9M) and Cambridge Investment Research Advisors, Inc. ($33.0M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $22.9M |
| Exits | 10 | $7.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,128,627 shares bought and 426,823 shares sold, net +701,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| LPL Financial LLC | 0.01% | Add +52.0% | 622,659 | $38.4M |
| Morgan Stanley | 0.00% | Add +1.4% | 597,901 | $36.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +18.2% | 535,542 | $33.0M |
| Brookstone Capital Management | 0.26% | Reduce -6.2% | 322,262 | $19.9M |
| UBS Group AG | 0.00% | Add +5.7% | 315,912 | $19.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.3% | 310,516 | $19.1M |
| DORVAL Corp | 5.17% | New | 234,236 | $14.4M |
| Ameriprise Financial Inc. | 0.00% | Add +1.3% | 225,465 | $13.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -15.6% | 217,510 | $13.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -12.3% | 205,206 | $12.7M |
| Raymond James Financial Inc. | 0.00% | Add +9.9% | 193,541 | $11.9M |
| Stifel Financial Corp. | 0.01% | Add +397.7% | 180,580 | $11.1M |
| Baird Financial Group, Inc. | 0.02% | Add +3.2% | 147,427 | $9.1M |
| Avid Wealth Partners LLC | 4.96% | Add +24.8% | 140,478 | $8.7M |
| JPMorgan Chase & Co. | 0.00% | Add +25.5% | 140,226 | $8.6M |
| PFS Partners, LLC | 4.00% | Add +0.3% | 128,846 | $7.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.7% | 128,227 | $7.9M |
| Obsidian Personal Planning Solutions LLC | 3.12% | Add +2.2% | 124,851 | $7.7M |
| Wells Fargo & Company | 0.00% | Add +9.5% | 114,559 | $7.1M |
| Bank of America Corp. | 0.00% | Add +3.1% | 112,925 | $7.0M |
| Jones Financial Companies LLLP | 0.01% | Add +24.9% | 112,625 | $6.9M |
| MorganRosel Wealth Management, LLC | 1.65% | Add +655.5% | 97,900 | $6.0M |
| NewEdge Advisors, LLC | 0.03% | Add +35.1% | 96,201 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 87,488 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.5% | 81,746 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.8% | 76,091 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +0.9% | 64,683 | $4.0M |
| ProVise Management Group, LLC | 0.29% | Reduce -0.7% | 59,435 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -2.6% | 53,289 | $3.3M |
| Wbi Investments, LLC | 0.82% | Reduce -0.6% | 51,249 | $3.2M |
| Sculati Wealth Management, LLC | 1.07% | Reduce -67.6% | 46,068 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -25.0% | 46,004 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +5.0% | 43,690 | $2.7M |
| Liberty One Investment Management, LLC | 0.25% | Reduce -2.9% | 40,328 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +23.9% | 38,144 | $2.4M |
| LMCG Investments, LLC | 0.15% | Add +13.0% | 37,591 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -0.9% | 37,584 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.05% | New | 36,785 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -6.7% | 34,672 | $2.1M |
| Harbour Investments, Inc. | 0.05% | Add +1.1% | 33,061 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -17.1% | 33,000 | $2.0M |
| Johnson & White Wealth Management, LLC | 1.02% | Add +3.0% | 32,992 | $2.0M |
| Calton & Associates, Inc. | 0.33% | New | 30,619 | $1.9M |
| Silver Oak Securities, Incorporated | 0.14% | Reduce -5.9% | 27,460 | $1.7M |
| Golden State Wealth Management, LLC | 0.17% | Add +0.3% | 22,078 | $1.4M |
| Capital Analysts, LLC | 0.05% | Reduce -1.3% | 21,997 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +2.4% | 21,391 | $1.3M |
| Pacific Sun Financial Corp | 0.68% | Reduce -0.4% | 21,200 | $1.3M |
| FineMark National Bank & Trust | 0.04% | Reduce -5.7% | 21,003 | $1.3M |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.4% | 19,262 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.2% | 18,406 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +5.4% | 17,385 | $1.1M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -19.5% | 16,795 | $1.0M |
| Investment Partners Asset Management, Inc. | 0.71% | Add +2.8% | 16,553 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -0.1% | 16,488 | $1.0M |
| 1900 Wealth Management LLC | 0.07% | Reduce -5.3% | 15,551 | $959K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 15,323 | $945K |
| Avestar Capital, LLC | 0.07% | Add +25.5% | 15,176 | $936K |
| Win Advisors, Inc. | 0.44% | Reduce -1.2% | 14,934 | $921K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.0% | 14,826 | $914K |
| Private Advisor Group, LLC | 0.00% | Add +34.0% | 14,762 | $910K |
| Visionary Wealth Advisors | 0.04% | Reduce -2.2% | 14,271 | $880K |
| Moneywise, Inc. | 0.39% | Reduce -4.4% | 13,599 | $839K |
| Financial Advocates Investment Management | 0.07% | Reduce -10.6% | 12,978 | $800K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -26.5% | 12,442 | $767K |
| Sheets Smith Wealth Management | 0.09% | Reduce -7.5% | 12,331 | $760K |
| Strategic Equity Management | 0.28% | Add +14.4% | 12,260 | $756K |
| Citigroup Inc. | 0.00% | Reduce -33.8% | 11,971 | $738K |
| Well Done, LLC | 0.14% | Reduce -1.9% | 11,926 | $735K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.2% | 11,712 | $734K |
| Portland Financial Advisors Inc | 1.75% | No change | 11,809 | $728K |
| Waverly Advisors, LLC | 0.01% | New | 11,460 | $707K |
| Destiny Capital Corp | 0.43% | Reduce -2.8% | 11,433 | $705K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.6% | 11,061 | $682K |
| Avantax Advisory Services, Inc. | 0.00% | Add +14.8% | 10,902 | $672K |
| Jane Street Group, LLC | 0.00% | New | 10,835 | $668K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 10,613 | $655K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.1% | 10,448 | $644K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -24.3% | 10,110 | $623K |
| Citadel Advisors | 0.00% | New | 9,756 | $602K |
| Choreo, LLC | 0.01% | No change | 9,618 | $593K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -67.7% | 9,456 | $583K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +152.4% | 9,403 | $580K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.0% | 8,879 | $548K |
| AQR Capital Management | 0.00% | No change | 8,853 | $546K |
| Cwm, LLC | 0.00% | Add +134.3% | 8,417 | $519K |
| ERn Financial, LLC | 0.11% | No change | 8,377 | $517K |
| Virtu Financial LLC | 0.03% | New | 8,373 | $516K |
| Spectrum Wealth Advisory Group, LLC | 0.24% | Add +0.1% | 8,344 | $515K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 8,281 | $511K |
| Avant Capital LLC | 0.39% | Reduce -10.5% | 8,248 | $509K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +64.5% | 8,037 | $496K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.7% | 7,800 | $481K |
| Whitaker-Myers Wealth Managers, LTD. | 0.12% | Add +0.8% | 7,775 | $479K |
| Petix & Botte Co | 0.12% | No change | 7,726 | $476K |
| FMR LLC | 0.00% | Reduce -9.3% | 7,294 | $450K |
| Invesco Ltd. | 0.00% | Add +5.3% | 7,012 | $432K |
| Jacobi Capital Management LLC | 0.03% | Add +0.6% | 6,957 | $429K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -8.5% | 6,714 | $414K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.7% | 6,593 | $407K |
"% 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.