Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
13 hedge funds and large institutions have $3.57M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
13% less funds holding
Funds holding: 15 → 13 (-2)
14.88% less ownership
Funds ownership: 32.87% → 17.99% (-15%)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
46% less capital invested
Capital invested by funds: $6.65M → $3.57M (-$3.09M)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.26K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.17K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$632 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$549K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$333K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$226K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$196K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$23.8K |
XSHD Hedge Fund Activity: Q4 2021 in Review
13 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q4 2021, worth a combined $3.57M — down 46% from $6.65M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XSHD and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $8.26K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $549K sold.
- 13 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q4 2021, down from 15 in Q3 2021.
- Funds reported $3.57M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q4 2021, down 46% quarter-over-quarter.
- 2 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q4 2021 and 3 closed out, a net change of -1 holder.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q4 2021 was Morgan Stanley, an estimated $8.26K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q4 2021 was Susquehanna International Group, an estimated $549K sold.
Based on aggregated 13F filings for Q4 2021.