Invesco S&P MidCap Low Volatility ETF (XMLV)

ETF ยท NYSE Arca

Invesco S&P MidCap Low Volatility ETF (XMLV) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 15, 2013.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
February 15, 2013

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 187 institutions reported holding XMLV, with 5.8 million shares worth $386.2 million in aggregate. The largest reported holder was Morgan Stanley, with 636,369 shares worth $42.2 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Morgan Stanley636,369$42MAdded 0.6%
Cambridge Investment Research Advisors484,533$32MAdded 1.54%
Lpl Financial461,219$31MAdded 0.33%
UBS Group289,744$19MReduced 0.12%
Brookstone Capital Management276,555$18MReduced 9.75%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is XMLV?

Invesco S&P MidCap Low Volatility ETF (XMLV) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 15, 2013.

Who are the largest institutional holders of XMLV?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of XMLV were Morgan Stanley, Cambridge Investment Research Advisors and Lpl Financial.

How many institutions own XMLV?

187 institutions reported a position in XMLV for the quarter ended June 30, 2026, worth $386.2 million in total.

Did institutions buy or sell XMLV last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for XMLV.

Every reported institutional holder, plus insider and congressional trades in XMLV, on SentiSense.