Who owns Invesco S&P MidCap Low Volatility ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XMLV from SEC Form 13F filings across 190 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 190 institutions disclosed 5.9M shares of Invesco S&P MidCap Low Volatility ETF worth $389.0M — about 55% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
190
13F holders
$389.0M
value, 2026 filers
55%
of shares outstanding (5.9M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XMLV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 636,369 | $42.2M | 0.0% | 6% | +0.6% |
| 2 | Cambridge Investment Research Advisors, Inc. | 484,533 | $32.1M | 0.1% | 4.6% | +1.5% |
| 3 | LPL Financial LLC | 461,219 | $30.6M | 0.0% | 4.3% | +0.3% |
| 4 | UBS Group AG | 289,738 | $19.2M | 0.0% | 2.7% | -0.1% |
| 5 | Brookstone Capital Management | 276,555 | $18.3M | 0.2% | 2.6% | -9.7% |
| 6 | DORVAL Corp | 266,274 | $17.7M | 5.1% | 2.5% | +1.7% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 225,617 | $15.0M | 0.0% | 2.1% | -11.2% |
| 8 | PNC Financial Services Group, Inc. | 200,860 | $13.3M | 0.0% | 1.9% | -1.8% |
| 9 | RAYMOND JAMES FINANCIAL INC | 181,336 | $12.0M | 0.0% | 1.7% | -0.4% |
| 10 | AMERIPRISE FINANCIAL INC | 173,963 | $11.5M | 0.0% | 1.6% | -5.3% |
| 11 | JONES FINANCIAL COMPANIES LLLP | 163,370 | $10.9M | 0.0% | 1.5% | +4.8% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 160,364 | $10.6M | 0.0% | 1.5% | -6.7% |
| 13 | Merit Financial Group, LLC | 152,060 | $10.1M | 0.1% | 1.4% | +5.2% |
| 14 | PFS Partners, LLC | 134,082 | $8.9M | 3.6% | 1.3% | +2.5% |
| 15 | Cetera Investment Advisers | 112,985 | $7.5M | 0.0% | 1.1% | +7.5% |
| 16 | MERCER GLOBAL ADVISORS INC /ADV | 107,604 | $7.1M | 0.0% | 1% | -1.5% |
| 17 | BANK OF AMERICA CORP /DE/ | 103,178 | $6.8M | 0.0% | 1% | -13.5% |
| 18 | WELLS FARGO & COMPANY/MN | 81,631 | $5.4M | 0.0% | 0.8% | -4.9% |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79,334 | $5.3M | 0.0% | 0.7% | +5.5% |
| 20 | Kestra Advisory Services, LLC | 76,024 | $5.0M | 0.0% | 0.7% | +476.1% |
| 21 | ROYAL BANK OF CANADA | 73,850 | $4.9M | 0.0% | 0.7% | +9.1% |
| 22 | ProVise Management Group, LLC | 66,246 | $4.4M | 0.3% | 0.6% | -8.5% |
| 23 | OSAIC HOLDINGS, INC. | 62,449 | $4.1M | 0.0% | 0.6% | -0.3% |
| 24 | HARBOUR INVESTMENTS, INC. | 49,869 | $3.3M | 0.0% | 0.5% | -1.2% |
| 25 | LMCG INVESTMENTS, LLC | 49,060 | $3.3M | 0.2% | 0.5% | +1.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.