Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
26 hedge funds and large institutions have $7.89M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
45% more capital invested
Capital invested by funds: $5.45M → $7.89M (+$2.44M)
24% more funds holding
Funds holding: 21 → 26 (+5)
1.18% more ownership
Funds ownership: 11.49% → 12.67% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$601K |
| 2 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
+$561K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$390K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$379K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$328K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$231K |
| 3 |
EBWM
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
-$157K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$112K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$18.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
Mattson Financial Services
Kentwood,
Michigan
| $31 | +$30 | +2 | New |
|
27
Wells Fargo
San Francisco,
California
| $3 | -$30 | -2 | Closed |
|
|
28
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$231K | -14,990 | Closed |
|
|
EBWM
29
Eagle Bluffs Wealth Management
Columbia,
Missouri
| – | -$157K | -10,214 | Closed |
|
XSHD Hedge Fund Activity: Q4 2024 in Review
26 of the 7,594 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q4 2024, worth a combined $7.89M — up 45% from $5.45M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSHD positions and 3 closed out — a net gain of 5 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Concord Wealth Partners, adding an estimated $601K. The largest seller was Two Sigma Investments, cutting an estimated $328K.
- 26 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $7.89M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q4 2024, up 45% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q4 2024 was Concord Wealth Partners, an estimated $601K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q4 2024 was Two Sigma Investments, an estimated $328K sold.
Based on aggregated 13F filings for Q4 2024.