Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
35 hedge funds and large institutions have $16.2M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
20% more capital invested
Capital invested by funds: $13.5M → $16.2M (+$2.66M)
6% more funds holding
Funds holding: 33 → 35 (+2)
5.22% more ownership
Funds ownership: 18.08% → 23.3% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.55M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$965K |
| 3 |
Two Sigma Investments
New York
|
+$617K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$473K |
| 5 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$280K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$348K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$303K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$214K |
| 4 |
Jane Street
New York
|
-$187K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$52.6K |
XSHD Hedge Fund Activity: Q4 2025 in Review
35 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q4 2025, worth a combined $16.2M — up 20% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSHD positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.55M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $348K sold.
- 35 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q4 2025, up from 33 in Q3 2025.
- Funds reported $16.2M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q4 2025, up 20% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q4 2025 and 6 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q4 2025 was LPL Financial, an estimated $1.55M added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q4 2025 was Kingsview Wealth Management, an estimated $348K sold.
Based on aggregated 13F filings for Q4 2025.