Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
31 hedge funds and large institutions have $11.9M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.
21% more capital invested
Capital invested by funds: $9.88M → $11.9M (+$2.03M)
1.28% more ownership
Funds ownership: 15.05% → 16.33% (+1.3%)
6% less funds holding
Funds holding: 33 → 31 (-2)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $207K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$1.6M |
| 2 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$535K |
| 3 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
+$474K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$231K |
| 5 |
LPL Financial
San Diego,
California
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$454K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$148K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$143K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$71.7K |
| 5 |
EF
Elite Financial
Lewiston,
Idaho
|
-$46.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Raymond James Financial
St Petersburg,
Florida
| $8.06K | +$7.88K | +599 | New |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| $5.36K | – | – | – |
|
28
Morgan Stanley
New York
| $4.93K | -$13 | -1 | -0.3% |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $2.02K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $148 | +$132 | +10 | +1,000% |
|
31
Wells Fargo
San Francisco,
California
| $24 | +$13 | +1 | +100% |
|
|
MCC
32
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$148K | -10,694 | Closed |
|
|
33
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$143K | -10,309 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$19.1K | -1,376 | Closed |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3.47K | -250 | Closed |
|
36
Simplex Trading
Chicago,
Illinois
| – | -$1K | -100 | Closed |
|
|
MFS
37
Mattson Financial Services
Kentwood,
Michigan
| – | -$114 | -8 | Closed |
|
XSHD Hedge Fund Activity: Q2 2025 in Review
31 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q2 2025, worth a combined $11.9M — up 21% from $9.88M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of XSHD and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $1.6M. The largest seller was Two Sigma Investments, cutting an estimated $454K.
- 31 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q2 2025, down from 33 in Q1 2025.
- Funds reported $11.9M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q2 2025, up 21% quarter-over-quarter.
- 4 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q2 2025 and 6 closed out, a net change of -2 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q2 2025 was Heartwood Wealth Advisors, an estimated $1.6M added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q2 2025 was Two Sigma Investments, an estimated $454K sold.
Based on aggregated 13F filings for Q2 2025.