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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.88M
2
IWM
IHT Wealth Management
Illinois
+$1.68M
3
SPC
Sigma Planning Corp
Michigan
+$744K
4
HWA
Heartwood Wealth Advisors
Virginia
+$433K
5
CWP
Concord Wealth Partners
Virginia
+$422K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$965K
2
IRC
Investors Research Corp
Georgia
-$561K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$522K
4
TRCT
Tower Research Capital (TRC)
New York
-$278K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
M
26
MOTCO
Texas
$8.53K – – –
Morgan Stanley
27
Morgan Stanley
New York
$8.11K +$3.35K +250 +68%
TCM
28
Triumph Capital Management
Colorado
$5.16K – – –
US Bancorp
29
US Bancorp
Minnesota
$2.69K – – –
HI
30
Harbour Investments
Wisconsin
$1.97K – – –
SEP
31
Signature Equity Partners
Ohio
$381 +$389 +29 New
VAI
32
Vanguard Advisers Inc
Pennsylvania
$190 +$188 +14 New
Wells Fargo
33
Wells Fargo
California
$9 -$13 -1 -50%
TPCW
34
TD Private Client Wealth
New York
$7 +$13 +1 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
– -$965K -75,359 Closed
IRC
36
Investors Research Corp
Georgia
– -$561K -43,776 Closed
TRCT
37
Tower Research Capital (TRC)
New York
– -$278K -21,706 Closed
Raymond James Financial
38
Raymond James Financial
Florida
– -$246K -19,172 Closed
Bank of America
39
Bank of America
North Carolina
– -$69.1K -5,392 Closed
KAS
40
Kestra Advisory Services
Texas
– -$23.5K -1,835 Closed
SS
41
Sunbelt Securities
Texas
– -$2.4K -187 Closed
GAFA
42
Garton & Associates Financial Advisors
Kentucky
– -$1.02K -80 Closed
1
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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.