Invesco S&P MidCap Low Volatility ETFXMLV
XMLV
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
7% more funds holding
Funds holding: 186 [Q3] → 199 (+13) [Q4]
1.38% more ownership
Funds ownership: 49.92% [Q3] → 51.31% (+1.38%) [Q4]
2% less capital invested
Capital invested by funds: $415M [Q3] → $407M (-$8.09M) [Q4]
3% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 63
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for XMLV.
Financial journalist opinion
Neutral
ETF Trends
3 weeks ago
Invesco's Nick Kalivas Talks Factor Strategies at Exchange
During VettaFi's 2025 Exchange conference, asset managers and market experts across the globe gathered to discuss the latest strategies to navigate the market. The VettaFi team caught up with Nick Kalivas, head of factor and core equity ETF strategy at Invesco, to break down which factor strategies could prove advantageous down the line.
Positive
Seeking Alpha
3 months ago
XMLV: A Balanced And Low Risk Bet On Mid-Cap Stocks
XMLV offers consistent exposure to the 20% least-volatile stocks in the S&P MidCap 400 Index. Its expense ratio is 0.25% and the ETF has nearly $800 million in assets. The main benefit of the low-volatile strategy is to outperform in drawdowns. My analysis reveals that since its launch in 2013, it's accomplished that goal regularly. Unlike the large-cap segment, less-volatile mid-caps don't sacrifice nearly as much quality compared to their benchmark. In addition, XMLV's value and growth metrics are solid.
Negative
Zacks Investment Research
7 months ago
Navigate the September Swoon With These Low Volatility ETFs
Wall Street falters at the start of September, raising the appeal for low-volatility products.
Neutral
Zacks Investment Research
8 months ago
Low Volatility ETFs Shining Halfway Through Q3
Low-volatility ETFs have the potential to outpace the broader market in bearish conditions or in an uncertain environment, providing significant protection to the portfolio.
Positive
Kiplinger
1 year ago
Best Low-Volatility ETFs for When the Market is a Roller Coaster
It's been a volatile few years for the stock market, and that has investors sniffing out low-volatility ETFs. Just understand their strengths and their limitations.
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