Invesco S&P Midcap Low VolatXMLVETF
13F holders, Q2 2026 (June 30)190holders +2
16new positions
14sold out
2famous investors
$66.42avg. 13F price*
At the end of Q2 2026, 190 institutions reported holding Invesco S&P Midcap Low Volat (XMLV) in their 13F filings, up 2 from Q1 2026. 16 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($42.2M), Cambridge Investment Research Advisors, Inc. ($32.1M) and LPL Financial LLC ($30.6M). 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.9M |
| Exits | 14 | $9.8M |
All 13F filers, Q1 2026 → Q2 2026: 226,793 shares bought and 373,074 shares sold, net −146,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| Morgan Stanley | 0.00% | Add +0.6% | 636,369 | $42.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +1.5% | 484,533 | $32.1M |
| LPL Financial LLC | 0.01% | Add +0.3% | 461,219 | $30.6M |
| UBS Group AG | 0.00% | Reduce -0.1% | 289,738 | $19.2M |
| Brookstone Capital Management | 0.18% | Reduce -9.8% | 276,555 | $18.3M |
| DORVAL Corp | 5.08% | Add +1.7% | 266,274 | $17.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.2% | 225,617 | $15.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.8% | 200,860 | $13.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 181,336 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 173,963 | $11.5M |
| Jones Financial Companies LLLP | 0.00% | Add +4.8% | 163,370 | $10.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.8% | 160,364 | $10.6M |
| Merit Financial Group, LLC | 0.06% | Add +5.2% | 152,060 | $10.1M |
| PFS Partners, LLC | 3.60% | Add +2.5% | 134,082 | $8.9M |
| Cetera Investment Advisers | 0.01% | Add +7.5% | 112,985 | $7.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.5% | 107,604 | $7.1M |
| Bank of America Corp. | 0.00% | Reduce -13.5% | 103,178 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -4.9% | 81,631 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.5% | 79,334 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +476.1% | 76,024 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +9.1% | 73,850 | $4.9M |
| ProVise Management Group, LLC | 0.29% | Reduce -8.5% | 66,246 | $4.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 62,449 | $4.1M |
| Harbour Investments, Inc. | 0.04% | Reduce -1.2% | 49,869 | $3.3M |
| LMCG Investments, LLC | 0.17% | Add +1.6% | 49,060 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +6.8% | 42,753 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 41,619 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -0.1% | 40,280 | $2.7M |
| Two Sigma Investments, LP | 0.00% | No change | 36,500 | $2.4M |
| Arax Advisory Partners | 0.02% | Add +2254.9% | 36,053 | $2.4M |
| Johnson & White Wealth Management, LLC | 0.82% | Reduce -2.9% | 33,066 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +6.1% | 31,274 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +107.6% | 28,780 | $1.9M |
| Three Bearings Fiduciary Advisors, Inc. | 1.57% | Reduce -10.3% | 26,361 | $1.7M |
| Investment Partners Asset Management, Inc. | 0.91% | Add +2.6% | 24,689 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -1.6% | 23,826 | $1.6M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -2.2% | 20,663 | $1.4M |
| Golden State Wealth Management, LLC | 0.12% | Reduce -0.4% | 20,010 | $1.3M |
| Pacific Sun Financial Corp | 0.54% | Reduce -5.4% | 19,645 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.1% | 19,347 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Reduce -18.2% | 19,113 | $1.3M |
| Tempo Wealth, LLC | 0.19% | Reduce -0.6% | 18,852 | $1.3M |
| Avestar Capital, LLC | 0.07% | Add +6.6% | 16,589 | $1.1M |
| MorganRosel Wealth Management, LLC | 0.37% | Add +15.6% | 16,460 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -2.9% | 15,676 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 15,239 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -55.8% | 15,024 | $997K |
| 1900 Wealth Management LLC | 0.05% | Reduce -6.2% | 14,280 | $947K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.5% | 13,991 | $928K |
| Visionary Wealth Advisors | 0.04% | Reduce -0.1% | 13,813 | $916K |
| Carlson Financial, Inc. | 0.44% | Reduce -0.1% | 13,102 | $869K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -8.2% | 12,957 | $859K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.6% | 11,911 | $790K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.6% | 11,500 | $763K |
| FMR LLC | 0.00% | Add +32.1% | 11,116 | $737K |
| Portland Financial Advisors Inc | 1.34% | No change | 11,089 | $736K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.4% | 10,980 | $728K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -1.1% | 10,908 | $724K |
| Citigroup Inc. | 0.00% | Reduce -4.2% | 10,625 | $705K |
| Sculati Wealth Management, LLC | 0.23% | Reduce -0.8% | 10,201 | $701K |
| Well Done, LLC | 0.09% | Reduce -1.8% | 10,492 | $696K |
| Waverly Advisors, LLC | 0.00% | Add +0.6% | 10,399 | $690K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 10,228 | $678K |
| Essex Financial Services, Inc. | 0.03% | Reduce -6.3% | 10,005 | $664K |
| Baird Financial Group, Inc. | 0.00% | Reduce -34.3% | 9,396 | $623K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.7% | 9,308 | $617K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.1% | 9,165 | $608K |
| AQR Capital Management | 0.00% | No change | 8,853 | $587K |
| Commerce Bank | 0.00% | Reduce -14.7% | 8,789 | $583K |
| Choreo, LLC | 0.01% | Reduce -7.9% | 8,606 | $571K |
| Citadel Advisors | 0.00% | New | 8,363 | $555K |
| Spectrum Wealth Advisory Group, LLC | 0.16% | Add +0.1% | 8,226 | $546K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 7,977 | $529K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.9% | 7,887 | $523K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.0% | 7,654 | $514K |
| Petix & Botte Co | 0.10% | Add +100.0% | 7,730 | $513K |
| Destiny Capital Corp | 0.24% | Reduce -8.2% | 7,657 | $508K |
| Sheets Smith Wealth Management | 0.05% | Reduce -15.4% | 7,599 | $504K |
| ERn Financial, LLC | 0.08% | Reduce -9.9% | 7,457 | $495K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.4% | 7,446 | $494K |
| Cerity Partners LLC | 0.00% | Add +74.4% | 7,202 | $478K |
| Synergy Investment Management, LLC | 0.11% | Reduce -12.1% | 7,087 | $470K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -62.9% | 6,854 | $455K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 6,700 | $444K |
| Avant Capital LLC | 0.27% | Reduce -17.8% | 6,608 | $438K |
| Jacobi Capital Management LLC | 0.02% | Add +0.7% | 6,597 | $438K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.2% | 6,576 | $436K |
| Creative Planning | 0.00% | Add +11.0% | 6,529 | $433K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.0% | 6,502 | $432K |
| HRT Financial LP | 0.00% | New | 6,384 | $423K |
| Coppell Advisory Solutions LLC | 0.03% | New | 100 | $418K |
| Petra Financial Advisors Inc. | 0.19% | Add +0.2% | 6,252 | $415K |
| Atlas Legacy Advisors, LLC | 0.06% | Add +11.8% | 6,244 | $414K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,244 | $414K |
| Accel Wealth Management | 0.09% | Add +0.5% | 6,241 | $414K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 6,107 | $405K |
| Harvest Investment Services, LLC | 0.06% | Reduce -1.7% | 5,957 | $395K |
| Moneywise, Inc. | 0.15% | Reduce -12.7% | 5,906 | $392K |
| Inspire Advisors, LLC | 0.03% | Reduce -3.4% | 5,872 | $390K |
| Summit Wealth Group LLC / Co. | 0.03% | Add +0.2% | 5,615 | $372K |
| Fifth Third Bancorp | 0.00% | Reduce -0.6% | 5,601 | $372K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | Reduce -7.8% | 5,550 | $368K |
| Money Concepts Capital Corp. | 0.02% | New | 5,541 | $368K |
| &partners | 0.00% | Add +0.2% | 5,406 | $359K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 5,192 | $344K |
| D.A. Davidson & Co. | 0.00% | Add +6.8% | 5,187 | $344K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.0% | 5,186 | $344K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 4,958 | $331K |
| Strategic Equity Management | 0.11% | Reduce -14.8% | 4,934 | $327K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,913 | $326K |
| MAI Capital Management | 0.00% | Add +13.4% | 4,735 | $314K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.6% | 4,668 | $310K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.0% | 4,586 | $304K |
| Pacific Center for Financial Services | 0.07% | Add +0.5% | 4,459 | $296K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 4,450 | $295K |
| Legacy Trust | 0.05% | No change | 4,414 | $293K |
| Meridian Financial Advisors, LLC | 0.14% | No change | 4,411 | $293K |
| ATX Financial Planning, LLC | 0.19% | No change | 4,382 | $291K |
| TopTier Wealth Management, LLC | 0.17% | Reduce -5.9% | 4,342 | $288K |
| Sensible Money, LLC | 0.08% | No change | 4,275 | $284K |
| Asset Dedication, LLC | 0.02% | No change | 4,275 | $284K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 4,200 | $279K |
| Trilogy Capital Inc. | 0.01% | No change | 4,066 | $270K |
| Summit Financial, LLC | 0.00% | Add +0.1% | 3,999 | $265K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.3% | 3,850 | $255K |
| SRH Advisors, LLC | 0.06% | No change | 3,450 | $229K |
| Kingsview Wealth Management, LLC | 0.00% | New | 3,213 | $213K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,136 | $208K |
| Faithward Advisors, LLC | 0.03% | Reduce -21.0% | 3,086 | $205K |
| Southland Equity Partners LLC | 0.04% | New | 3,046 | $202K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Add +0.2% | 2,937 | $195K |
| International Assets Investment Management, LLC | 0.01% | Reduce -22.4% | 2,598 | $173K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.8% | 2,567 | $170K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -2.5% | 2,237 | $148K |
| BlackRock, Inc. | 0.00% | Add +56.1% | 2,227 | $148K |
| Global Retirement Partners, LLC | 0.00% | — | 2,078 | $138K |
| Liberty One Investment Management, LLC | 0.01% | Reduce -93.8% | 2,069 | $137K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.8% | 2,006 | $133K |
| Rothschild Investment LLC | 0.01% | No change | 2,000 | $133K |
| Nova Wealth Management, Inc. | 0.07% | No change | 1,889 | $125K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,833 | $122K |
| US Bancorp \de | 0.00% | No change | 1,385 | $92K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -61.1% | 1,280 | $85K |
| Capital Analysts, LLC | 0.00% | Add +0.6% | 1,036 | $69K |
| Evolution Wealth Management Inc. | 0.04% | No change | 940 | $62K |
| Front Row Advisors LLC | 0.02% | Reduce -1.8% | 918 | $62K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +27.8% | 860 | $57K |
| AE Wealth Management LLC | 0.00% | Reduce -13.3% | 539 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.8% | 531 | $35K |
| Geneos Wealth Management Inc. | 0.00% | No change | 531 | $35K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 525 | $35K |
| Larson Financial Group LLC | 0.00% | Reduce -15.1% | 527 | $35K |
| DT Investment Partners, LLC | 0.00% | No change | 480 | $32K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.8% | 474 | $31K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Add +0.6% | 471 | $31K |
| IFP Advisors, Inc | 0.00% | No change | 470 | $31K |
| Basepoint Wealth LLC | 0.02% | No change | 458 | $30K |
| City State Bank | 0.01% | No change | 427 | $28K |
| CX Institutional | 0.00% | Add +0.7% | 411 | $27K |
| Bank of Montreal | 0.00% | New | 356 | $24K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 338 | $23K |
| Beacon Financial Strategies CORP | 0.01% | New | 329 | $22K |
| Harborfront Financial Group LLC | 0.08% | — | 321 | $21K |
| Roxbury Financial LLC | 0.02% | No change | 306 | $20K |
| Vanguard Advisers Inc. | 0.00% | Add +309.5% | 303 | $20K |
| SHP Wealth Management | 0.00% | No change | 280 | $19K |
| Trust Co. of Vermont | 0.00% | — | 250 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.4% | 229 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 178 | $12K |
| Blair William & Co. | 0.00% | Reduce -14.6% | 175 | $12K |
| Qube Research & Technologies Ltd | 0.00% | New | 167 | $11K |
| Southern Michigan Bank & Trust | 0.00% | No change | 162 | $11K |
| Tsfg, LLC | 0.00% | No change | 150 | $10K |
| Spire Wealth Management | 0.00% | No change | 145 | $10K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 132 | $9K |
| NewEdge Advisors, LLC | 0.00% | Reduce -87.4% | 231 | $8K |
| IFG Advisory, LLC | 0.00% | New | 116 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | New | 108 | $7K |
| Biltmore Family Office, LLC | 0.00% | No change | 100 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 100 | $6K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 90 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 76 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -17.1% | 34 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 31 | $2K |
| Vanguard National Trust Co | 0.00% | No change | 27 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 22 | $1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 6 | $398 |
| Provident Wealth Management, LLC | 0.00% | No change | 2 | $133 |
| Fiduciary Financial Advisors | 0.00% | New | 1 | $68 |
"% 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.