Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
33 hedge funds and large institutions have $13.5M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 5 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $11.9M → $13.5M (+$1.58M)
6% more funds holding
Funds holding: 31 → 33 (+2)
1.75% more ownership
Funds ownership: 16.33% → 18.08% (+1.8%)
Top Buyers
Top Sellers
| 1 |
EF
Elite Financial
Lewiston,
Idaho
|
-$265K |
| 2 |
Two Sigma Investments
New York
|
-$207K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$39.5K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$18.2K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $13.4K | +$13.5K | +1,000 | New |
|
|
AF
27
Allworth Financial
Folsom,
California
| $10.5K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$10.3K | +763 | New |
|
|
M
29
MOTCO
San Antonio,
Texas
| $8.72K | – | – | – |
|
30
Morgan Stanley
New York
| $4.93K | +$14 | +1 | +0.3% |
|
|
SS
31
Sunbelt Securities
Houston,
Texas
| $2.51K | +$2.53K | +187 | New |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $2.01K | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $8 | -$14 | -1 | -50% |
|
|
EF
34
Elite Financial
Lewiston,
Idaho
| – | -$265K | -20,250 | Closed |
|
|
35
Two Sigma Investments
New York
| – | -$207K | -15,410 | Closed |
|
|
SPIA
36
Steward Partners Investment Advisory
New York
| – | -$18.2K | -1,351 | Closed |
|
|
AWM
37
AE Wealth Management
Topeka,
Kansas
| – | -$5.36K | -398 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | -$148 | -11 | Closed |
|
XSHD Hedge Fund Activity: Q3 2025 in Review
33 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q3 2025, worth a combined $13.5M — up 13% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XSHD positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was COWA LLC, opening a new position worth an estimated $429K. The largest seller was Elite Financial, exiting entirely with an estimated $265K sold.
- 33 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q3 2025, up from 31 in Q2 2025.
- Funds reported $13.5M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q3 2025, up 13% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q3 2025 and 5 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q3 2025 was COWA LLC, an estimated $429K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q3 2025 was Elite Financial, an estimated $265K sold.
Based on aggregated 13F filings for Q3 2025.