XMLV · Invesco S&P MidCap Low Volatility ETF ETF
$67.61
-0.20 (-0.30%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $1,618,583
Total Shares: 24,402
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 3 13F filers · Δ vs Dec 31, 2025Top Holder
53.7%
−46.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,202
Highly concentrated−5,798
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+99.0%
Shares held:
+87.1%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small CARLSON FINANCIAL, INC. | +60 | 13,102 |
Top Sellers
vs Dec 31, 2025No qualifying movers this quarter.
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 8,363 | $554,717 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 2,937 | $194,811 |
Top Sold-Out Positions
vs Dec 31, 2025No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small CARLSON FINANCIAL, INC. XMLV | $869,055 | 53.69% | 13,102 | Shares | 2026-08-24 | |
| Mega CITADEL ADVISORS LLC XMLV | $554,717 | 34.27% | 8,363 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. XMLV | $194,811 | 12.04% | 2,937 | Shares | 2026-09-02 |