Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
11 hedge funds and large institutions have $6.36M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
21% more capital invested
Capital invested by funds: $5.25M → $6.36M (+$1.11M)
0.97% less ownership
Funds ownership: 25.37% → 24.4% (-0.97%)
21% less funds holding
Funds holding: 14 → 11 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$771K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$471K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$452K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$365K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$520 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$242K |
| 2 |
FCT
First Community Trust
Dubuque,
Iowa
|
-$55K |
| 3 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
-$27K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$13K |
| 5 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$1.89K |
XSHD Hedge Fund Activity: Q2 2022 in Review
11 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q2 2022, worth a combined $6.36M — up 21% from $5.25M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of XSHD and 2 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, adding an estimated $771K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $242K sold.
- 11 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q2 2022, down from 14 in Q1 2022.
- Funds reported $6.36M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q2 2022, up 21% quarter-over-quarter.
- 2 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q2 2022 and 5 closed out, a net change of -3 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q2 2022 was LPL Financial, an estimated $771K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q2 2022 was Tower Research Capital (TRC), an estimated $242K sold.
Based on aggregated 13F filings for Q2 2022.