Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
7 hedge funds and large institutions have $2.59M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
1,146% more capital invested
Capital invested by funds: $208K → $2.59M (+$2.38M)
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
250% more funds holding
Funds holding: 2 → 7 (+5)
26.44% more ownership
Funds ownership: 8.04% → 34.48% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$964K |
| 2 |
LPL Financial
San Diego,
California
|
+$527K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$523K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$426K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $957K | +$964K | +38,138 | New |
|
|
AIP
2
Ahrens Investment Partners
Lafayette,
Louisiana
| $519K | +$523K | +20,700 | New |
|
|
3
LPL Financial
San Diego,
California
| $515K | +$527K | +20,862 | New |
|
|
SI
4
Stephens Inc
Little Rock,
Arkansas
| $423K | +$426K | +16,845 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $145K | +$146K | +5,763 | New |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| $21K | +$21K | +830 | New |
|
|
WEC
7
Winslow Evans & Crocker
Boston,
Massachusetts
| $7.53K | +$5.06K | +200 | +200% |
|
|
VKH
8
Virtu KCG Holdings
New York
| – | -$205K | -7,941 | Closed |
|
XSHD Hedge Fund Activity: Q1 2017 in Review
7 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q1 2017, worth a combined $2.59M — up 1,146% from $208K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XSHD positions and 1 closed out — a net gain of 5 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $964K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $205K sold.
- 7 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q1 2017, up from 2 in Q4 2016.
- Funds reported $2.59M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q1 2017, up 1,146% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q1 2017 and 1 closed out, a net change of +5 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q1 2017 was Citadel Advisors, an estimated $964K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q1 2017 was Virtu KCG Holdings, an estimated $205K sold.
Based on aggregated 13F filings for Q1 2017.