XMLV — Invesco S&P Midcap Low Volatility ETF Institutional Holders · Q3 2026
Who owns Invesco S&P Midcap Low Volatility ETF (XMLV)? 7 institutions reported holding $11.08M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($7.4M), MassMutual Private Wealth & Trust, FSB ($1.6M), Investment Partners Asset Management, Inc. ($1.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CX Institutional | $7.4M | 116,975 | Added |
| 2 | MassMutual Private Wealth & Trust, FSB | $1.6M | 25,709 | Added |
| 3 | Investment Partners Asset Management, Inc. | $1.6M | 24,950 | Added |
| 4 | Whitaker-Myers Wealth Managers, LTD. | $334,611 | 5,314 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $161,879 | 2,571 | Added |
| 6 | Roxbury Financial LLC | $19,349 | 307 | Added |
| 7 | CoreCap Advisors, LLC | $4,786 | 76 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30