INVESCO S&P MIDCAP LOW VOLAT (XMLV) Institutional Ownership Changes & 13F Activity

INVESCO S&P MIDCAP LOW VOLAT (XMLV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Liberty One Investment Management, Llc, Bank Of America Corp, Citadel Advisors Llc, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+8,3638,363$554.72KQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+6+0.2%2,937$194.83KQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+3,2133,213$213.14KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-1,591-1.5%107,604$7.14MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-818-4.1%19,347$1.28MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-70-0.5%13,991$928.30KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+173,963173,963$11.54MQ2 2026Aug 14, 2026
Bank Of America CorpSell-16,048-13.5%103,178$6.84MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+7,550+4.8%163,370$10.93MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+6,3846,384$423.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6,154+9.1%73,850$4.90MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-4,450-37.4%7,446$493.89KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-4,221-4.9%81,631$5.41MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+3,072+74.4%7,202$477.73KQ2 2026Aug 14, 2026
Morganrosel Wealth Management, LlcBuy+2,225+15.6%16,460$1.09MQ2 2026Aug 14, 2026
Synergy Investment Management, LlcSell-973-12.1%7,087$470.08KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-708-0.4%181,336$12.03MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-705-7.1%9,165$607.91KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+559+13.4%4,735$314.04KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-381-3.4%10,980$728.31KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-187-0.3%62,449$4.14MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+167167$11.08KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+116116$7.69KQ2 2026Aug 14, 2026
Harvest Investment Services, LlcSell-103-1.7%5,957$395.10KQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+100100$418.44KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-94-15.1%527$34.97KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+60+0.6%10,399$689.74KQ2 2026Aug 14, 2026
&PartnersBuy+12+0.2%5,406$358.59KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+11$68.00Q2 2026Aug 14, 2026
Liberty One Investment Management, LlcSell-31,569-93.8%2,069$137.25KQ2 2026Aug 13, 2026
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Frequently asked questions about XMLV activity

  • Which institutional owners are buying XMLV?

    Institutional owners buying XMLV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XMLV activity?

    "Buy" means an investor increased their reported position in XMLV compared to the prior reporting period. This reflects growing exposure to INVESCO S&P MIDCAP LOW VOLAT (XMLV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XMLV increasing?

    Institutional interest in XMLV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.