Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
14 hedge funds and large institutions have $6.94M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
33.81% more ownership
Funds ownership: 19.88% → 53.69% (+34%)
23% more capital invested
Capital invested by funds: $5.66M → $6.94M (+$1.29M)
17% more funds holding
Funds holding: 12 → 14 (+2)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$4.43M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$629K |
| 3 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$527K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$467K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$462K |
| 2 |
Jane Street
New York
|
-$402K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$184K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$84.7K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$21 |
XSHD Hedge Fund Activity: Q1 2020 in Review
14 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q1 2020, worth a combined $6.94M — up 23% from $5.66M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XSHD positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $4.43M. The largest seller was Goldman Sachs, cutting an estimated $462K.
- 14 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q1 2020, up from 12 in Q4 2019.
- Funds reported $6.94M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q1 2020, up 23% quarter-over-quarter.
- 5 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q1 2020 and 1 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q1 2020 was Cardan Capital Partners, an estimated $4.43M added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q1 2020 was Goldman Sachs, an estimated $462K sold.
Based on aggregated 13F filings for Q1 2020.