Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
15 hedge funds and large institutions have $6.65M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
15% more funds holding
Funds holding: 13 → 15 (+2)
3.12% more ownership
Funds ownership: 29.75% → 32.87% (+3.1%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2% less capital invested
Capital invested by funds: $6.79M → $6.65M (-$134K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$585K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$566K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$263K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.4K |
| 5 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$13.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$585K |
| 2 |
LPL Financial
San Diego,
California
|
-$496K |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$112K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$23 |
XSHD Hedge Fund Activity: Q3 2021 in Review
15 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q3 2021, worth a combined $6.65M — down 2% from $6.79M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XSHD positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $585K. The largest seller was Citadel Advisors, exiting entirely with an estimated $585K sold.
- 15 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q3 2021, up from 13 in Q2 2021.
- Funds reported $6.65M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q3 2021, down 2% quarter-over-quarter.
- 4 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q3 2021 and 2 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q3 2021 was Tower Research Capital (TRC), an estimated $585K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q3 2021 was Citadel Advisors, an estimated $585K sold.
Based on aggregated 13F filings for Q3 2021.