Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
33 hedge funds and large institutions have $9.88M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
27% more funds holding
Funds holding: 26 → 33 (+7)
25% more capital invested
Capital invested by funds: $7.89M → $9.88M (+$1.99M)
2.38% more ownership
Funds ownership: 12.67% → 15.05% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.22M |
| 2 |
LPL Financial
San Diego,
California
|
+$897K |
| 3 |
Two Sigma Investments
New York
|
+$444K |
| 4 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
+$382K |
| 5 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$556K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$401K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$335K |
| 4 |
MW
Maia Wealth
Denver,
Colorado
|
-$206K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$57.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| $5.52K | – | – | – |
|
27
Morgan Stanley
New York
| $5.09K | +$14 | +1 | +0.3% |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.47K | +$3.58K | +250 | New |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $2.08K | – | – | – |
|
30
Simplex Trading
Chicago,
Illinois
| $1K | +$1.43K | +100 | New |
|
|
MFS
31
Mattson Financial Services
Kentwood,
Michigan
| $114 | +$86 | +6 | +300% |
|
32
Wells Fargo
San Francisco,
California
| $17 | +$14 | +1 | New |
|
33
Fidelity Investments
Boston,
Massachusetts
| $14 | -$57 | -4 | -80% |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$556K | -38,215 | Closed |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$335K | -23,053 | Closed |
|
|
MW
36
Maia Wealth
Denver,
Colorado
| – | -$206K | -14,028 | Closed |
|
XSHD Hedge Fund Activity: Q1 2025 in Review
33 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q1 2025, worth a combined $9.88M — up 25% from $7.89M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XSHD positions and 3 closed out — a net gain of 8 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.22M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $556K sold.
- 33 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q1 2025, up from 26 in Q4 2024.
- Funds reported $9.88M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q1 2025, up 25% quarter-over-quarter.
- 11 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q1 2025 and 3 closed out, a net change of +8 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $1.22M added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q1 2025 was Susquehanna International Group, an estimated $556K sold.
Based on aggregated 13F filings for Q1 2025.