Invesco S&P Midcap Low VolatXMLVETF
13F holders, Q4 2025 (December 31)193holders −1
10new positions
19sold out
1famous investor
$62.33avg. 13F price*
At the end of Q4 2025, 193 institutions reported holding Invesco S&P Midcap Low Volat (XMLV) in their 13F filings, down 1 from Q3 2025. 10 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($42.1M), Morgan Stanley ($38.6M) and Cambridge Investment Research Advisors, Inc. ($29.6M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.1M |
| Exits | 19 | $12.6M |
All 13F filers, Q3 2025 → Q4 2025: 372,159 shares bought and 917,402 shares sold, net −545,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| LPL Financial LLC | 0.01% | Add +11.4% | 675,286 | $42.1M |
| Morgan Stanley | 0.00% | Add +3.0% | 619,290 | $38.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -12.5% | 474,544 | $29.6M |
| Brookstone Capital Management | 0.21% | Reduce -5.3% | 296,429 | $18.5M |
| UBS Group AG | 0.00% | Reduce -0.5% | 296,164 | $18.5M |
| DORVAL Corp | 5.06% | Add +3.7% | 254,042 | $15.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.9% | 232,584 | $14.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.7% | 214,049 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.2% | 183,440 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.3% | 179,622 | $11.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.7% | 174,148 | $10.9M |
| Baird Financial Group, Inc. | 0.02% | Add +7.1% | 164,862 | $10.3M |
| Jones Financial Companies LLLP | 0.01% | Add +8.1% | 141,842 | $8.8M |
| Merit Financial Group, LLC | 0.07% | Add +3691.3% | 136,222 | $8.5M |
| PFS Partners, LLC | 3.66% | Reduce -1.0% | 127,890 | $8.0M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 121,657 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.6% | 116,981 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +27.0% | 94,582 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -11.7% | 89,364 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +21.9% | 88,281 | $5.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.7% | 81,088 | $5.1M |
| ProVise Management Group, LLC | 0.32% | Add +10.4% | 71,508 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.0% | 65,055 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -2.0% | 52,504 | $3.3M |
| LMCG Investments, LLC | 0.15% | Add +5.6% | 42,786 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.3% | 41,389 | $2.6M |
| Harbour Investments, Inc. | 0.05% | Add +26.3% | 40,156 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +1.1% | 38,723 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -19.1% | 37,670 | $2.3M |
| Two Sigma Investments, LP | 0.00% | Add +15.9% | 36,500 | $2.3M |
| Johnson & White Wealth Management, LLC | 0.92% | Add +1.7% | 34,010 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -3.4% | 33,512 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 31,469 | $2.0M |
| Liberty One Investment Management, LLC | 0.25% | Reduce -21.5% | 31,122 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -14.6% | 30,209 | $1.9M |
| Three Bearings Fiduciary Advisors, Inc. | 1.76% | — | 29,443 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -46.5% | 28,104 | $1.8M |
| Calton & Associates, Inc. | 0.25% | Reduce -11.7% | 27,040 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +149.1% | 23,139 | $1.4M |
| Wbi Investments, LLC | 0.37% | Reduce -5.1% | 22,894 | $1.4M |
| Capital Analysts, LLC | 0.04% | Reduce -3.9% | 21,909 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.1% | 21,420 | $1.3M |
| FineMark National Bank & Trust | 0.04% | Add +2.1% | 21,131 | $1.3M |
| Golden State Wealth Management, LLC | 0.14% | Add +0.5% | 20,564 | $1.3M |
| Pacific Sun Financial Corp | 0.61% | Reduce -3.2% | 20,475 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +7.5% | 19,680 | $1.2M |
| Tempo Wealth, LLC | 0.21% | — | 19,297 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +4.3% | 18,207 | $1.1M |
| MorganRosel Wealth Management, LLC | 0.27% | Reduce -82.0% | 16,983 | $1.1M |
| Investment Partners Asset Management, Inc. | 0.65% | Add +9.9% | 16,839 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -9.0% | 16,550 | $1.0M |
| 1900 Wealth Management LLC | 0.06% | Add +0.1% | 15,595 | $973K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.9% | 15,555 | $970K |
| Avestar Capital, LLC | 0.06% | Add +0.9% | 15,087 | $941K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -8.7% | 14,419 | $899K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.7% | 14,296 | $892K |
| Visionary Wealth Advisors | 0.04% | Reduce -0.1% | 14,120 | $881K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.9% | 13,799 | $861K |
| Moneywise, Inc. | 0.34% | Reduce -2.7% | 13,232 | $825K |
| Carlson Financial, Inc. | 0.47% | — | 13,042 | $813K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.5% | 12,585 | $785K |
| Strategic Equity Management | 0.26% | No change | 12,260 | $765K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.2% | 12,041 | $751K |
| Sculati Wealth Management, LLC | 0.25% | Reduce -39.5% | 11,492 | $717K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.1% | 11,229 | $710K |
| Destiny Capital Corp | 0.36% | Reduce -1.0% | 11,207 | $699K |
| Portland Financial Advisors Inc | 1.47% | No change | 11,089 | $692K |
| Citigroup Inc. | 0.00% | Reduce -8.4% | 10,885 | $679K |
| Well Done, LLC | 0.10% | Reduce -7.6% | 10,754 | $671K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 10,626 | $663K |
| Sheets Smith Wealth Management | 0.07% | Reduce -3.8% | 10,432 | $651K |
| Waverly Advisors, LLC | 0.01% | Reduce -7.2% | 10,369 | $647K |
| Prosperity Consulting Group, LLC | 0.03% | Add +101.2% | 10,228 | $638K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.7% | 10,182 | $635K |
| Choreo, LLC | 0.01% | Reduce -0.6% | 9,559 | $601K |
| AQR Capital Management | 0.00% | No change | 8,853 | $552K |
| Cwm, LLC | 0.00% | Add +4.8% | 8,765 | $547K |
| FMR LLC | 0.00% | Add +12.4% | 8,516 | $531K |
| Spectrum Wealth Advisory Group, LLC | 0.19% | Add +0.1% | 8,356 | $521K |
| Synergy Investment Management, LLC | 0.18% | Reduce -6.1% | 8,321 | $519K |
| Virtu Financial LLC | 0.02% | Add +21.1% | 8,305 | $518K |
| ERn Financial, LLC | 0.10% | Reduce -1.2% | 8,274 | $516K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.4% | 8,249 | $514K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.4% | 8,249 | $514K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,037 | $501K |
| Avant Capital LLC | 0.34% | Reduce -2.1% | 8,025 | $501K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -0.3% | 7,977 | $498K |
| Petix & Botte Co | 0.11% | Add +0.0% | 7,728 | $482K |
| Daiwa Securities Group Inc. | 0.00% | No change | 7,200 | $449K |
| Creative Planning | 0.00% | Add +6.5% | 6,873 | $429K |
| Whitaker-Myers Wealth Managers, LTD. | 0.09% | Reduce -13.2% | 6,758 | $422K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.1% | 6,696 | $418K |
| Inspire Advisors, LLC | 0.04% | Add +1.8% | 6,578 | $410K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 6,560 | $409K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.7% | 6,502 | $405K |
| Jacobi Capital Management LLC | 0.02% | New | 6,494 | $405K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.5% | 6,287 | $392K |
| Harvest Investment Services, LLC | 0.07% | Add +16.0% | 6,232 | $389K |
| Petra Financial Advisors Inc. | 0.23% | Add +0.2% | 6,219 | $388K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,107 | $381K |
"% 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.