XMLV Institutional Ownership
Invesco S&P MidCap Low Volatility ETF
1W: -1.2%
1M: -5.9%
3M: -5.4%
YTD: +1.7%
1Y: +0.1%
3Y: +35.9%
5Y: +30.8%
$63.48
+0.51 (+0.81%)
Weekly Expected Move ±1.1%
$62
$63
$63
$64
$65
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XMLV
207
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
388M
Total Invested
20
New Positions
56
Increased
87
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (219 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 636,369 | $40M | +3,772 | +0.6% | 33Q | SEC ↗ |
| 2 | Cambridge Investment Research Advisors | 484,533 | $31M | +7,326 | +1.5% | 33Q | SEC ↗ |
| 3 | LPL Financial LLC | 461,219 | $29M | +1,516 | +0.3% | 33Q | SEC ↗ |
| 4 | UBS Group AG | 289,738 | $18M | -341 | -0.1% | 33Q | SEC ↗ |
| 5 | Brookstone Capital Management | 276,555 | $18M | -29,874 | -9.7% | 16Q | SEC ↗ |
| 6 | DORVAL Corp | 266,274 | $17M | +4,543 | +1.7% | 5Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 225,617 | $14M | -28,324 | -11.2% | 32Q | SEC ↗ |
| 8 | PNC Financial Services Group, Inc. | 200,860 | $13M | -3,590 | -1.8% | 15Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 181,336 | $12M | -708 | -0.4% | 7Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 173,963 | $11M | -9,812 | -5.3% | 16Q | SEC ↗ |
| 11 | JONES FINANCIAL COMPANIES LLLP | 163,370 | $10M | +7,550 | +4.8% | 10Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 160,364 | $10M | -11,603 | -6.7% | 33Q | SEC ↗ |
| 13 | Merit Financial Group, LLC | 152,060 | $10M | +7,545 | +5.2% | 8Q | SEC ↗ |
| 14 | PFS Partners, LLC | 134,082 | $9M | +3,249 | +2.5% | 19Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 112,985 | $7M | +7,911 | +7.5% | 6Q | SEC ↗ |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | 107,604 | $7M | -1,591 | -1.5% | 7Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 103,178 | $7M | -16,048 | -13.5% | 15Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 81,631 | $5M | -4,221 | -4.9% | 33Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 79,334 | $5M | +4,144 | +5.5% | 33Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 76,024 | $5M | +62,828 | +476.1% | 24Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 73,850 | $5M | +6,154 | +9.1% | 33Q | SEC ↗ |
| 22 | ProVise Management Group, LLC | 66,246 | $4M | -6,164 | -8.5% | 21Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 62,449 | $4M | -187 | -0.3% | 26Q | SEC ↗ |
| 24 | HARBOUR INVESTMENTS, INC. | 49,869 | $3M | -619 | -1.2% | 17Q | SEC ↗ |
| 25 | LMCG INVESTMENTS, LLC | 49,060 | $3M | +760 | +1.6% | 16Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 42,753 | $3M | +2,733 | +6.8% | 13Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 41,619 | $3M | +150 | +0.4% | 9Q | SEC ↗ |
| 28 | Prime Capital Investment Advisors, LLC | 40,280 | $3M | -60 | -0.1% | 13Q | SEC ↗ |
| 29 | U.S. Capital Wealth Advisors, LLC | 38,411 | $2M | +8,202 | +27.2% | 6Q | SEC ↗ |
| 30 | TWO SIGMA INVESTMENTS, LP | 36,500 | $2M | — | +0.0% | 8Q | SEC ↗ |
| 31 | Arax Advisory Partners | 36,053 | $2M | +34,522 | +2254.9% | 21Q | SEC ↗ |
| 32 | Johnson & White Wealth Management, LLC | 33,066 | $2M | -991 | -2.9% | 14Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 31,274 | $2M | +1,795 | +6.1% | 33Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 28,780 | $2M | +14,918 | +107.6% | 29Q | SEC ↗ |
| 35 | Three Bearings Fiduciary Advisors, Inc | 26,361 | $2M | -3,024 | -10.3% | 3Q | SEC ↗ |
| 36 | Investment Partners Asset Management, | 24,689 | $2M | +636 | +2.6% | 11Q | SEC ↗ |
| 37 | MassMutual Private Wealth & Trust, FSB | 23,826 | $2M | -390 | -1.6% | 8Q | SEC ↗ |
| 38 | JFS WEALTH ADVISORS, LLC | 20,663 | $1M | -458 | -2.2% | 27Q | SEC ↗ |
| 39 | Golden State Wealth Management, LLC | 20,010 | $1M | -78 | -0.4% | 7Q | SEC ↗ |
| 40 | Pacific Sun Financial Corp | 19,645 | $1M | -1,120 | -5.4% | 13Q | SEC ↗ |
| 41 | Equitable Holdings, Inc. | 19,347 | $1M | -818 | -4.1% | 27Q | SEC ↗ |
| 42 | CALTON & ASSOCIATES, INC. | 19,113 | $1M | -4,251 | -18.2% | 5Q | SEC ↗ |
| 43 | Tempo Wealth, LLC | 18,852 | $1M | -118 | -0.6% | 3Q | SEC ↗ |
| 44 | Avestar Capital, LLC | 16,589 | $1M | +1,032 | +6.6% | 13Q | SEC ↗ |
| 45 | MorganRosel Wealth Management, LLC | 16,460 | $1M | +2,225 | +15.6% | 18Q | SEC ↗ |
| 46 | Arkadios Wealth Advisors | 15,676 | $995K | -464 | -2.9% | 6Q | SEC ↗ |
| 47 | Janney Montgomery Scott LLC | 15,239 | $967K | +5 | +0.0% | 8Q | SEC ↗ |
| 48 | Mariner, LLC | 15,024 | $954K | -18,950 | -55.8% | 33Q | SEC ↗ |
| 49 | 1900 WEALTH MANAGEMENT LLC | 14,280 | $906K | -945 | -6.2% | 23Q | SEC ↗ |
| 50 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,991 | $888K | -70 | -0.5% | 33Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 8,363 | $531K |
| HRT FINANCIAL LP | 6,384 | $405K |
| AXXCESS WEALTH MANAGEMENT, LLC | 6,244 | $396K |
| MONEY CONCEPTS CAPITAL CORP | 5,541 | $352K |
| Kingsview Wealth Management, LLC | 3,213 | $204K |
| EP Wealth Advisors, LLC | 3,136 | $199K |
| Southland Equity Partners LLC | 3,046 | $193K |
| Global Retirement Partners, LLC | 2,078 | $132K |
| Integrated Wealth Concepts LLC | 1,846 | $117K |
| BANK OF MONTREAL /CAN | 356 | $23K |
| Allspring Global Investments Holdin | 338 | $21K |
| Beacon Financial Strategies CORP | 329 | $21K |
| Harborfront Financial Group LLC | 321 | $20K |
| TRUST CO OF VERMONT | 250 | $16K |
| Qube Research & Technologies Ltd | 167 | $11K |
| IFG Advisory, LLC | 116 | $7K |
| Aptus Capital Advisors, LLC | 108 | $7K |
| Coppell Advisory Solutions LLC | 100 | $6K |
| LifeSteps Financial, Inc. | 22 | $1K |
| FIDUCIARY FINANCIAL ADVISORS | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RWA WEALTH PARTNERS, LLC | 70,277 | $4M |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 29,605 | $2M |
| WBI INVESTMENTS, LLC | 22,894 | $1M |
| Independent Advisor Alliance | 19,305 | $1M |
| Virtu Financial LLC | 8,305 | $527K |
| INSIGNEO ADVISORY SERVICES, LLC | 6,560 | $416K |
| Richmond Investment Services, LLC | 5,886 | $374K |
| Ameritas Advisory Services, LLC | 5,005 | $318K |
| EVOLVE PRIVATE WEALTH, LLC | 4,342 | $276K |
| CFS Investment Advisory Services, L | 4,165 | $264K |
| Bank of New York Mellon Corp | 3,974 | $252K |
| ACT Advisors, LLC. | 3,950 | $251K |
| LVZ, Inc. | 3,333 | $212K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 3,285 | $209K |
| Allworth Financial LP | 2,423 | $154K |
| Advisory Services Network, LLC | 1,269 | $81K |
| Western Wealth Management, LLC | 1,127 | $72K |
| Laurel Wealth Advisors LLC | 638 | $41K |
| FLAGSHIP HARBOR ADVISORS, LLC | 525 | $33K |
| Milestone Investment Advisors LLC | 224 | $14K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | +62,828 | +476.1% | 76,024 |
| Arax Advisory Partners | +34,522 | +2254.9% | 36,053 |
| Private Advisor Group, LLC | +14,918 | +107.6% | 28,780 |
| U.S. Capital Wealth Advisors, LLC | +8,202 | +27.2% | 38,411 |
| Cetera Investment Advisers | +7,911 | +7.5% | 112,985 |
| JONES FINANCIAL COMPANIES LLLP | +7,550 | +4.8% | 163,370 |
| Merit Financial Group, LLC | +7,545 | +5.2% | 152,060 |
| Cambridge Investment Research Advis | +7,326 | +1.5% | 484,533 |
| ROYAL BANK OF CANADA | +6,154 | +9.1% | 73,850 |
| DORVAL Corp | +4,543 | +1.7% | 266,274 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +4,144 | +5.5% | 79,334 |
| MORGAN STANLEY | +3,772 | +0.6% | 636,369 |
| PFS Partners, LLC | +3,249 | +2.5% | 134,082 |
| Cerity Partners LLC | +3,072 | +74.4% | 7,202 |
| MML INVESTORS SERVICES, LLC | +2,733 | +6.8% | 42,753 |
| FMR LLC | +2,700 | +32.1% | 11,116 |
| MorganRosel Wealth Management, LLC | +2,225 | +15.6% | 16,460 |
| STIFEL FINANCIAL CORP | +1,795 | +6.1% | 31,274 |
| LPL Financial LLC | +1,516 | +0.3% | 461,219 |
| Avestar Capital, LLC | +1,032 | +6.6% | 16,589 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LIBERTY ONE INVESTMENT MANAGEMENT, | -31,569 | -93.8% | 2,069 |
| Brookstone Capital Management | -29,874 | -9.7% | 276,555 |
| ENVESTNET ASSET MANAGEMENT INC | -28,324 | -11.2% | 225,617 |
| Mariner, LLC | -18,950 | -55.8% | 15,024 |
| BANK OF AMERICA CORP /DE | -16,048 | -13.5% | 103,178 |
| CreativeOne Wealth, LLC | -11,633 | -62.9% | 6,854 |
| COMMONWEALTH EQUITY SERVICES, LLC | -11,603 | -6.7% | 160,364 |
| AMERIPRISE FINANCIAL INC | -9,812 | -5.3% | 173,963 |
| ProVise Management Group, LLC | -6,164 | -8.5% | 66,246 |
| Baird Financial Group, Inc. | -4,905 | -34.3% | 9,396 |
| GOLDMAN SACHS GROUP INC | -4,450 | -37.4% | 7,446 |
| CALTON & ASSOCIATES, INC. | -4,251 | -18.2% | 19,113 |
| WELLS FARGO & COMPANY/MN | -4,221 | -4.9% | 81,631 |
| PNC Financial Services Group, Inc. | -3,590 | -1.8% | 200,860 |
| Three Bearings Fiduciary Advisors, | -3,024 | -10.3% | 26,361 |
| Steward Partners Investment Advisor | -2,014 | -61.1% | 1,280 |
| NewEdge Advisors, LLC | -1,601 | -87.4% | 231 |
| MERCER GLOBAL ADVISORS INC /ADV | -1,591 | -1.5% | 107,604 |
| COMMERCE BANK | -1,512 | -14.7% | 8,789 |
| Avant Capital LLC | -1,433 | -17.8% | 6,608 |