Who owns XMLV?
Invesco S&P MidCap Low Volatility ETF · Invesco
190 institutions reported holding XMLV, worth $421.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XMLV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $64.3M | 969,066 | +491,859 shares |
| Morgan Stanley | New York, NY | $42.2M | 636,369 | +3,772 shares |
| LPL Financial LLC | Fort Mill, SC | $30.6M | 461,219 | +1,516 shares |
| UBS Group AG | Zurich, Switzerland | $19.2M | 289,738 | −341 shares |
| Brookstone Capital Management | Wheaton, IL | $18.3M | 276,555 | −29,874 shares |
| DORVAL Corp | Maple Grove, MN | $17.7M | 266,274 | +4,543 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $15.0M | 225,617 | −28,324 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $13.3M | 200,860 | −3,590 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $12.0M | 181,336 | −708 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $11.5M | 173,963 | −9,812 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XMLV?
190 institutional managers reported holding XMLV in Form 13F filings for June 30, 2026, worth $421.1M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $64.3M.
Did institutions buy or sell XMLV last quarter?
Reported 13F value rose 12.4% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XMLV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.