Invesco S&P Midcap Low VolatXMLVETF
13F holders, Q1 2026 (March 31)188holders −5
10new positions
14sold out
1famous investor
$62.94avg. 13F price*
At the end of Q1 2026, 188 institutions reported holding Invesco S&P Midcap Low Volat (XMLV) in their 13F filings, down 5 from Q4 2025. 10 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($39.8M), Cambridge Investment Research Advisors, Inc. ($30.1M) and LPL Financial LLC ($28.9M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.7M |
| Exits | 14 | $3.3M |
All 13F filers, Q4 2025 → Q1 2026: 280,551 shares bought and 603,530 shares sold, net −322,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Morgan Stanley | 0.00% | Add +2.1% | 632,597 | $39.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +0.6% | 477,207 | $30.1M |
| LPL Financial LLC | 0.01% | Reduce -31.9% | 459,703 | $28.9M |
| Brookstone Capital Management | 0.22% | Add +3.4% | 306,429 | $19.3M |
| UBS Group AG | 0.00% | Reduce -2.0% | 290,079 | $18.3M |
| DORVAL Corp | 5.11% | Add +3.0% | 261,731 | $16.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.2% | 253,941 | $16.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.5% | 204,450 | $12.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 183,775 | $11.6M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 182,044 | $11.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.3% | 171,967 | $10.8M |
| Jones Financial Companies LLLP | 0.00% | Add +9.8% | 155,820 | $9.7M |
| Merit Financial Group, LLC | 0.07% | Add +6.1% | 144,515 | $9.1M |
| PFS Partners, LLC | 3.78% | Add +2.3% | 130,833 | $8.2M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 119,226 | $7.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.7% | 109,195 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +19.0% | 105,074 | $6.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 85,852 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.3% | 75,190 | $4.7M |
| ProVise Management Group, LLC | 0.33% | Add +1.3% | 72,410 | $4.6M |
| Rwa Wealth Partners, LLC | 0.05% | New | 70,277 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -28.4% | 67,696 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.7% | 62,636 | $3.9M |
| Harbour Investments, Inc. | 0.05% | Add +25.7% | 50,488 | $3.2M |
| LMCG Investments, LLC | 0.18% | Add +12.9% | 48,300 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 41,469 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +4.2% | 40,340 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -23.8% | 40,020 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +27.1% | 38,411 | $2.4M |
| Two Sigma Investments, LP | 0.00% | No change | 36,500 | $2.3M |
| Johnson & White Wealth Management, LLC | 0.91% | Add +0.1% | 34,057 | $2.1M |
| Mariner, LLC | 0.00% | Add +1.4% | 33,974 | $2.1M |
| Liberty One Investment Management, LLC | 0.22% | Add +8.1% | 33,638 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +5.3% | 29,605 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 29,479 | $1.9M |
| Three Bearings Fiduciary Advisors, Inc. | 1.79% | Reduce -0.2% | 29,385 | $1.9M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +23.1% | 24,216 | $1.5M |
| Investment Partners Asset Management, Inc. | 0.94% | Add +42.8% | 24,053 | $1.5M |
| Calton & Associates, Inc. | 0.21% | Reduce -13.6% | 23,364 | $1.5M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 21,121 | $1.3M |
| Pacific Sun Financial Corp | 0.63% | Add +1.4% | 20,765 | $1.3M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -2.3% | 20,088 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -46.5% | 20,165 | $1.3M |
| Independent Advisor Alliance | 0.01% | New | 19,305 | $1.2M |
| Tempo Wealth, LLC | 0.21% | Reduce -1.7% | 18,970 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +1.5% | 18,487 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Reduce -2.5% | 16,140 | $1.0M |
| Avestar Capital, LLC | 0.07% | Add +3.1% | 15,557 | $980K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 15,234 | $959K |
| 1900 Wealth Management LLC | 0.06% | Reduce -2.4% | 15,225 | $959K |
| Baird Financial Group, Inc. | 0.00% | Reduce -91.3% | 14,301 | $901K |
| MorganRosel Wealth Management, LLC | 0.35% | Reduce -16.2% | 14,235 | $896K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -2.1% | 14,114 | $889K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.6% | 14,061 | $886K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 13,862 | $873K |
| Visionary Wealth Advisors | 0.04% | Reduce -2.0% | 13,833 | $871K |
| Kestra Advisory Services, LLC | 0.00% | Add +29.6% | 13,196 | $831K |
| Carlson Financial, Inc. | 0.49% | Add +0.6% | 13,119 | $826K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.8% | 11,984 | $755K |
| Goldman Sachs Group Inc. | 0.00% | Add +44.2% | 11,896 | $749K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.7% | 11,361 | $715K |
| Daiwa Securities Group Inc. | 0.00% | Add +54.2% | 11,100 | $699K |
| Citigroup Inc. | 0.00% | Add +1.9% | 11,096 | $699K |
| Portland Financial Advisors Inc | 1.45% | No change | 11,089 | $698K |
| Mosaic Family Wealth Partners, LLC | 0.07% | New | 11,035 | $695K |
| Well Done, LLC | 0.10% | Reduce -0.6% | 10,685 | $673K |
| Essex Financial Services, Inc. | 0.04% | Add +0.4% | 10,673 | $672K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.3% | 10,339 | $651K |
| Commerce Bank | 0.00% | New | 10,301 | $649K |
| Sculati Wealth Management, LLC | 0.24% | Reduce -10.6% | 10,278 | $647K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 10,228 | $644K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.3% | 9,870 | $622K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.1% | 9,372 | $590K |
| Choreo, LLC | 0.01% | Reduce -2.2% | 9,348 | $589K |
| Cwm, LLC | 0.00% | Add +5.5% | 9,246 | $582K |
| Sheets Smith Wealth Management | 0.06% | Reduce -13.8% | 8,987 | $566K |
| AQR Capital Management | 0.00% | No change | 8,853 | $557K |
| FMR LLC | 0.00% | Reduce -1.2% | 8,416 | $530K |
| Destiny Capital Corp | 0.28% | Reduce -25.6% | 8,340 | $525K |
| ERn Financial, LLC | 0.10% | No change | 8,274 | $521K |
| Spectrum Wealth Advisory Group, LLC | 0.19% | Reduce -1.6% | 8,221 | $518K |
| Synergy Investment Management, LLC | 0.17% | Reduce -3.1% | 8,060 | $508K |
| Avant Capital LLC | 0.36% | Add +0.2% | 8,041 | $506K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,037 | $506K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 7,977 | $502K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.5% | 7,576 | $483K |
| Moneywise, Inc. | 0.19% | Reduce -48.9% | 6,764 | $426K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 6,698 | $422K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.9% | 6,560 | $413K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 6,560 | $413K |
| Jacobi Capital Management LLC | 0.02% | Add +0.9% | 6,550 | $412K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 6,311 | $397K |
| Petra Financial Advisors Inc. | 0.24% | Add +0.3% | 6,237 | $393K |
| Accel Wealth Management | 0.10% | Add +2.0% | 6,210 | $391K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,107 | $385K |
| Inspire Advisors, LLC | 0.03% | Reduce -7.6% | 6,079 | $383K |
| Harvest Investment Services, LLC | 0.07% | Reduce -2.8% | 6,060 | $382K |
| Whitaker-Myers Wealth Managers, LTD. | 0.08% | Reduce -10.9% | 6,019 | $379K |
| Richmond Investment Services, LLC | 0.06% | Add +0.2% | 5,886 | $371K |
| Creative Planning | 0.00% | Reduce -14.4% | 5,884 | $370K |
| Strategic Equity Management | 0.14% | Reduce -52.8% | 5,792 | $365K |
| Fifth Third Bancorp | 0.00% | Add +25.4% | 5,633 | $355K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 5,606 | $353K |
| Atlas Legacy Advisors, LLC | 0.06% | Add +0.1% | 5,585 | $352K |
| Park Avenue Securities LLC | 0.00% | Add +5.0% | 5,461 | $344K |
| &partners | 0.00% | Add +0.1% | 5,394 | $340K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -8.4% | 5,192 | $327K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.7% | 5,005 | $315K |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.5% | 4,959 | $310K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 4,913 | $309K |
| D.A. Davidson & Co. | 0.00% | Add +0.7% | 4,859 | $306K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +15.0% | 4,642 | $292K |
| TopTier Wealth Management, LLC | 0.18% | Add +0.8% | 4,613 | $290K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.1% | 4,585 | $289K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 4,450 | $280K |
| Pacific Center for Financial Services | 0.07% | Add +0.9% | 4,438 | $279K |
| Legacy Trust | 0.05% | No change | 4,414 | $278K |
| Meridian Financial Advisors, LLC | 0.15% | No change | 4,411 | $278K |
| ATX Financial Planning, LLC | 0.21% | No change | 4,382 | $276K |
| Evolve Private Wealth, LLC | 0.01% | No change | 4,342 | $273K |
| Sensible Money, LLC | 0.08% | No change | 4,275 | $269K |
| Asset Dedication, LLC | 0.02% | No change | 4,275 | $269K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 4,200 | $264K |
| MAI Capital Management | 0.00% | No change | 4,176 | $263K |
| Cerity Partners LLC | 0.00% | Reduce -2.3% | 4,130 | $260K |
| Trilogy Capital Inc. | 0.01% | No change | 4,066 | $256K |
| Summit Financial, LLC | 0.00% | Add +0.1% | 3,997 | $252K |
| ACT Advisors, LLC. | 0.11% | Reduce -0.6% | 3,950 | $249K |
| Faithward Advisors, LLC | 0.04% | Reduce -6.0% | 3,905 | $246K |
| Petix & Botte Co | 0.11% | Reduce -50.0% | 3,864 | $243K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.3% | 3,839 | $242K |
| SRH Advisors, LLC | 0.06% | Reduce -15.3% | 3,450 | $217K |
| International Assets Investment Management, LLC | 0.01% | Reduce -20.8% | 3,348 | $211K |
| LVZ, Inc. | 0.02% | Reduce -2.6% | 3,333 | $210K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -60.1% | 3,294 | $207K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 3,285 | $206K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Add +0.3% | 2,931 | $185K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 2,695 | $170K |
| Allworth Financial LP | 0.00% | New | 2,423 | $153K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -29.8% | 2,294 | $144K |
| Rothschild Investment LLC | 0.01% | No change | 2,000 | $126K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.9% | 1,990 | $125K |
| Nova Wealth Management, Inc. | 0.08% | Reduce -29.0% | 1,889 | $119K |
| Gen-Wealth Partners Inc | 0.04% | No change | 1,833 | $115K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 1,832 | $115K |
| Arax Advisory Partners | 0.00% | Reduce -37.4% | 1,531 | $96K |
| BlackRock, Inc. | 0.00% | New | 1,427 | $90K |
| US Bancorp \de | 0.00% | No change | 1,385 | $87K |
| Advisory Services Network, LLC | 0.00% | New | 1,269 | $80K |
| Capital Analysts, LLC | 0.00% | Reduce -95.3% | 1,030 | $65K |
| Evolution Wealth Management Inc. | 0.04% | No change | 940 | $59K |
| Front Row Advisors LLC | 0.02% | No change | 935 | $59K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1021.7% | 673 | $42K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 622 | $39K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 621 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 531 | $33K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.8% | 527 | $33K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 525 | $33K |
| DT Investment Partners, LLC | 0.00% | Add +548.6% | 480 | $30K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.9% | 470 | $30K |
| IFP Advisors, Inc | 0.00% | No change | 470 | $30K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Reduce -20.1% | 468 | $29K |
| Basepoint Wealth LLC | 0.02% | No change | 458 | $29K |
| City State Bank | 0.01% | No change | 427 | $27K |
| CX Institutional | 0.00% | Add +0.7% | 408 | $26K |
| Roxbury Financial LLC | 0.02% | Add +0.3% | 306 | $19K |
| SHP Wealth Management | 0.00% | No change | 280 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 228 | $14K |
| Blair William & Co. | 0.00% | Reduce -6.8% | 205 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 178 | $11K |
| Southern Michigan Bank & Trust | 0.00% | — | 162 | $10K |
| Spire Wealth Management | 0.00% | No change | 145 | $9K |
| Tsfg, LLC | 0.00% | No change | 150 | $9K |
| Hilton Head Capital Partners, LLC | 0.00% | Add +0.8% | 132 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 128 | $8K |
| Biltmore Family Office, LLC | 0.00% | No change | 100 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 100 | $6K |
| McGuire Capital Advisors Inc. | 0.00% | New | 90 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 76 | $5K |
| Vanguard Advisers Inc. | 0.00% | — | 74 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -12.8% | 41 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 31 | $2K |
| Vanguard National Trust Co | 0.00% | — | 27 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 6 | $378 |
| Russell Investments Group, Ltd. | 0.00% | No change | 5 | $315 |
| Provident Wealth Management, LLC | 0.00% | No change | 2 | $126 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $32 |
"% 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.