Invesco S&P MidCap Low Volatility ETFXMLV
XMLV
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
1% more funds holding
Funds holding: 184 [Q2] → 185 (+1) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]
3% less capital invested
Capital invested by funds: $422M [Q2] → $407M (-$14.4M) [Q3]
2.8% less ownership
Funds ownership: 51.81% [Q2] → 49.01% (-2.8%) [Q3]
44% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 82
Research analyst outlook
We haven’t received any recent analyst ratings for XMLV.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks 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
4 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
5 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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