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Mid-cap ETFs are gaining momentum, balancing growth and stability as tariff risks and rate outlook weigh on large and small caps. Here's why investors are watching.
Commonwealth Equity Services LLC lowered its holdings in Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV) by 16.0% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 182,672 shares of the company's stock after selling 34,838 shares during the period. Commonwealth Equity Services LLC owned
Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV - Get Free Report) shares saw an uptick in trading volume on Wednesday. 75,117 shares changed hands during mid-day trading, an increase of 124% from the previous session's volume of 33,482 shares.The stock last traded at $62.50 and had previously closed at $62.90. Invesco S&P MidCap Low
Brookstone Capital Management cut its position in Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV) by 2.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 312,946 shares of the company's stock after selling 9,316 shares during the period. Brookstone
D.A. Davidson and CO. cut its stake in Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV) by 3.9% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,033 shares of the company's stock after selling 204 shares during the period. D.A. Davidson and CO.'s
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.
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.
Wall Street falters at the start of September, raising the appeal for low-volatility products.