Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
34 hedge funds and large institutions have $19.6M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 8 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
21% more capital invested
Capital invested by funds: $16.2M → $19.6M (+$3.47M)
3.78% more ownership
Funds ownership: 23.3% → 27.08% (+3.8%)
3% less funds holding
Funds holding: 35 → 34 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.88M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.68M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$744K |
| 4 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$433K |
| 5 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$422K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$965K |
| 2 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
-$561K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$522K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$278K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$253K |
XSHD Hedge Fund Activity: Q1 2026 in Review
34 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q1 2026, worth a combined $19.6M — up 21% from $16.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of XSHD and 7 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 11 added.
The largest buyer was LPL Financial, adding an estimated $1.88M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $965K sold.
- 34 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q1 2026, down from 35 in Q4 2025.
- Funds reported $19.6M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q1 2026, up 21% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q1 2026 and 8 closed out, a net change of -1 holder.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q1 2026 was LPL Financial, an estimated $1.88M added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q1 2026 was Royal Bank of Canada, an estimated $965K sold.
Based on aggregated 13F filings for Q1 2026.