INVESCO S&P MIDCAP LOW VOLAT XMLV
$67.17
+0.9% 52w: $59.11 – $67.17
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data59.1163.1467.17
Jun 20, 2025 Jul 2, 2026
Institutional holders
186
-5 QoQ
13F value
$379.7M
-4.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
3.6×
$46.1M calls / $12.9M puts
Institutional value by quarter
Number of holders
Who owns XMLV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 632.6K | $39.8M | 0.0% | +2.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 477.2K | $30.1M | 0.1% | +0.6% |
| LPL Financial LLC | Bank broker | 459.7K | $28.9M | 0.0% | -31.9% |
| Brookstone Capital Management | Wealth advisor | 306.4K | $19.3M | 0.2% | +3.4% |
| UBS Group AG | Bank broker | 290.1K | $18.3M | 0.0% | -2.1% |
| DORVAL Corp | Wealth advisor | 261.7K | $16.5M | 5.1% | +3.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 253.9K | $16.0M | 0.0% | +9.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 204.4K | $12.9M | 0.0% | -4.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 183.8K | $11.6M | 0.0% | +0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 182.0K | $11.5M | 0.0% | +1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 172.0K | $10.8M | 0.0% | -1.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 155.8K | $9.7M | 0.0% | +9.9% |
| Merit Financial Group, LLC | Wealth advisor | 144.5K | $9.1M | 0.1% | +6.1% |
| PFS Partners, LLC | Wealth advisor | 130.8K | $8.2M | 3.8% | +2.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 119.2K | $7.5M | 0.0% | -2.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 109.2K | $6.9M | 0.0% | -6.7% |
| Cetera Investment Advisers | Wealth advisor | 105.1K | $6.6M | 0.0% | +19.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 85.9K | $5.4M | 0.0% | -3.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 75.2K | $4.7M | 0.0% | -7.3% |
| ProVise Management Group, LLC | Other | 72.4K | $4.6M | 0.3% | +1.3% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 70.3K | $4.4M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 67.7K | $4.3M | 0.0% | -28.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 62.6K | $3.9M | 0.0% | -3.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 50.5K | $3.2M | 0.0% | +25.7% |
| LMCG INVESTMENTS, LLC | Other | 48.3K | $3.0M | 0.2% | +12.9% |
| HighTower Advisors, LLC | Diversified mechanical | 41.5K | $2.6M | 0.0% | +0.2% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 40.3K | $2.5M | 0.0% | +4.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 40.0K | $2.5M | 0.0% | -23.8% |
| U.S. Capital Wealth Advisors, LLC | Other | 38.4K | $2.4M | 0.1% | +27.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 36.5K | $2.3M | 0.0% | Held |
| Johnson & White Wealth Management, LLC | Wealth advisor | 34.1K | $2.1M | 0.9% | +0.1% |
| Mariner, LLC | Diversified mechanical | 34.0K | $2.1M | 0.0% | +1.4% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | Other | 33.6K | $2.1M | 0.2% | +8.1% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 29.6K | $1.9M | 0.0% | +5.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 29.5K | $1.9M | 0.0% | -6.3% |
| Three Bearings Fiduciary Advisors, Inc. | Wealth advisor | 29.4K | $1.9M | 1.8% | -0.2% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 24.2K | $1.5M | 0.0% | +23.0% |
| Investment Partners Asset Management, Inc. | Other | 24.1K | $1.5M | 0.9% | +42.8% |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 23.4K | $1.5M | 0.2% | -13.6% |
| JFS WEALTH ADVISORS, LLC | Wealth advisor | 21.1K | $1.3M | 0.1% | -1.4% |
| Pacific Sun Financial Corp | Wealth advisor | 20.8K | $1.3M | 0.6% | +1.4% |
| Golden State Wealth Management, LLC | Wealth advisor | 20.1K | $1.3M | 0.1% | -2.3% |
| Equitable Holdings, Inc. | Wealth advisor | 20.2K | $1.3M | 0.0% | -46.5% |
| Independent Advisor Alliance | Wealth advisor | 19.3K | $1.2M | 0.0% | New |
| Tempo Wealth, LLC | Other | 19.0K | $1.2M | 0.2% | -1.7% |
| CreativeOne Wealth, LLC | Wealth advisor | 18.5K | $1.2M | 0.0% | +1.5% |
| Arkadios Wealth Advisors | Wealth advisor | 16.1K | $1.0M | 0.0% | -2.5% |
| Avestar Capital, LLC | Other | 15.6K | $980K | 0.1% | +3.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 15.2K | $959K | 0.0% | -2.1% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 15.2K | $959K | 0.1% | -2.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.