Invesco S&P Midcap Low VolatXMLVETF
13F holders, Q3 2025 (September 30)194holders −8
13new positions
17sold out
2famous investors
$64.15avg. 13F price*
At the end of Q3 2025, 194 institutions reported holding Invesco S&P Midcap Low Volat (XMLV) in their 13F filings, down 8 from Q2 2025. 13 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($38.5M), Morgan Stanley ($38.2M) and Cambridge Investment Research Advisors, Inc. ($34.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.9M |
| Exits | 17 | $4.6M |
All 13F filers, Q2 2025 → Q3 2025: 282,911 shares bought and 503,843 shares sold, net −220,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| LPL Financial LLC | 0.01% | Reduce -2.7% | 605,940 | $38.5M |
| Morgan Stanley | 0.00% | Add +0.5% | 600,961 | $38.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +1.3% | 542,239 | $34.5M |
| Brookstone Capital Management | 0.24% | Reduce -2.9% | 312,946 | $19.9M |
| UBS Group AG | 0.00% | Reduce -5.8% | 297,637 | $18.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.8% | 279,982 | $17.8M |
| DORVAL Corp | 5.15% | Add +4.6% | 244,915 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Add +9.6% | 212,069 | $13.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 211,268 | $13.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.5% | 208,372 | $13.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -16.0% | 182,672 | $11.6M |
| Baird Financial Group, Inc. | 0.02% | Add +4.4% | 153,958 | $9.8M |
| Avid Wealth Partners LLC | 4.69% | Add +5.8% | 148,632 | $9.4M |
| Arax Advisory Partners | 0.14% | Add +3157.1% | 79,441 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Add +4.6% | 146,705 | $9.3M |
| Jones Financial Companies LLLP | 0.01% | Add +16.5% | 131,195 | $8.3M |
| PFS Partners, LLC | 3.91% | Add +0.3% | 129,237 | $8.2M |
| Bank of America Corp. | 0.00% | Add +11.3% | 125,725 | $8.0M |
| Obsidian Personal Planning Solutions LLC | 2.75% | Add +2.6% | 128,079 | $7.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.3% | 121,406 | $7.7M |
| Wells Fargo & Company | 0.00% | Reduce -11.7% | 101,200 | $6.4M |
| NewEdge Advisors, LLC | 0.03% | Add +3.0% | 99,120 | $6.3M |
| MorganRosel Wealth Management, LLC | 1.56% | Reduce -3.4% | 94,609 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.0% | 76,026 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.6% | 75,615 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -14.9% | 74,455 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +11.9% | 72,397 | $4.6M |
| ProVise Management Group, LLC | 0.30% | Add +8.9% | 64,751 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +0.5% | 53,579 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +42.8% | 52,518 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +1.2% | 46,564 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 42,811 | $2.7M |
| LMCG Investments, LLC | 0.15% | Add +7.8% | 40,527 | $2.6M |
| Liberty One Investment Management, LLC | 0.14% | Reduce -1.7% | 39,660 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +1.9% | 38,309 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -7.3% | 35,356 | $2.2M |
| Mariner, LLC | 0.00% | Add +0.0% | 34,683 | $2.2M |
| Johnson & White Wealth Management, LLC | 0.97% | Add +1.3% | 33,428 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -82.4% | 31,829 | $2.0M |
| Harbour Investments, Inc. | 0.05% | Reduce -3.8% | 31,791 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -4.5% | 31,500 | $2.0M |
| Calton & Associates, Inc. | 0.29% | No change | 30,619 | $1.9M |
| Wbi Investments, LLC | 0.39% | Reduce -52.9% | 24,130 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +3.6% | 22,790 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.1% | 21,406 | $1.4M |
| Pacific Sun Financial Corp | 0.65% | Reduce -0.3% | 21,145 | $1.3M |
| FineMark National Bank & Trust | 0.04% | Reduce -1.5% | 20,686 | $1.3M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -7.3% | 20,470 | $1.3M |
| Sculati Wealth Management, LLC | 0.43% | Reduce -58.8% | 18,986 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +5.3% | 18,309 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Reduce -5.6% | 18,187 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +5.9% | 17,455 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -6.0% | 15,787 | $1.0M |
| 1900 Wealth Management LLC | 0.07% | Add +0.1% | 15,573 | $990K |
| Investment Partners Asset Management, Inc. | 0.64% | Reduce -7.5% | 15,319 | $974K |
| Avestar Capital, LLC | 0.07% | Reduce -1.4% | 14,958 | $951K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 14,831 | $943K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.7% | 14,509 | $922K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.0% | 14,396 | $915K |
| Citadel Advisors | 0.00% | Add +45.0% | 14,151 | $899K |
| Visionary Wealth Advisors | 0.04% | Reduce -1.0% | 14,131 | $898K |
| Moneywise, Inc. | 0.39% | No change | 13,599 | $864K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -32.0% | 12,517 | $796K |
| Strategic Equity Management | 0.29% | No change | 12,260 | $779K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.1% | 12,060 | $767K |
| Citigroup Inc. | 0.00% | Reduce -0.7% | 11,890 | $756K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.1% | 11,962 | $754K |
| Well Done, LLC | 0.13% | Reduce -2.4% | 11,640 | $740K |
| Destiny Capital Corp | 0.39% | Reduce -0.9% | 11,325 | $720K |
| Waverly Advisors, LLC | 0.01% | Reduce -2.5% | 11,174 | $710K |
| Portland Financial Advisors Inc | 1.50% | Reduce -6.1% | 11,089 | $705K |
| Sheets Smith Wealth Management | 0.08% | Reduce -12.1% | 10,838 | $689K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 10,620 | $675K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 10,418 | $662K |
| Ameritas Advisory Services, LLC | 0.04% | Add +2.1% | 10,326 | $656K |
| Choreo, LLC | 0.01% | No change | 9,618 | $611K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.5% | 9,412 | $598K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.0% | 9,402 | $598K |
| Susquehanna International Group, LLP | 0.00% | Add +110.3% | 9,290 | $590K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.3% | 9,036 | $574K |
| Synergy Investment Management, LLC | 0.22% | New | 8,861 | $563K |
| AQR Capital Management | 0.00% | No change | 8,853 | $563K |
| ERn Financial, LLC | 0.11% | No change | 8,377 | $532K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 8,367 | $532K |
| Spectrum Wealth Advisory Group, LLC | 0.22% | Add +0.1% | 8,350 | $531K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +149.2% | 8,279 | $526K |
| Avant Capital LLC | 0.37% | Reduce -0.7% | 8,194 | $521K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,037 | $511K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -3.4% | 8,003 | $509K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Add +0.1% | 7,781 | $495K |
| Petix & Botte Co | 0.11% | No change | 7,726 | $491K |
| FMR LLC | 0.00% | Add +3.8% | 7,573 | $481K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -7.7% | 7,200 | $458K |
| Virtu Financial LLC | 0.02% | Reduce -18.1% | 6,856 | $436K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -2.3% | 6,560 | $417K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 6,495 | $413K |
| Inspire Advisors, LLC | 0.04% | Add +63.9% | 6,459 | $411K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.7% | 6,458 | $410K |
| Creative Planning | 0.00% | Add +14.5% | 6,452 | $410K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.2% | 6,317 | $402K |
"% 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.