SEI Investments
XSLV icon

SEI Investments’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

SEI Investments’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-202
Closed -$9K – 3515
2017
Q3 		$9K Buy
+202
New +$8.84K ﹤0.01% 2725

Other funds holding XSLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SEI Investments's XSLV Position: Q4 2017 in Review

SEI Investments sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2017, closing a stake of 202 shares — an estimated $9K sold.

SEI Investments first reported a position in XSLV in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 118 funds tracked by Wall St. Rank hold XSLV as of Q4 2017.

  • SEI Investments reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2017 after selling out during the quarter.
  • SEI Investments sold 202 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2017, an estimated $9K.
  • SEI Investments first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2017 and held it in 1 quarter.
  • SEI Investments's Invesco S&P SmallCap Low Volatility ETF position peaked at $9K in Q3 2017.
  • 118 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2017.

Based on SEI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.