Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
15 hedge funds and large institutions have $5.59M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
36% more funds holding
Funds holding: 11 → 15 (+4)
1.39% more ownership
Funds ownership: 24.4% → 25.79% (+1.4%)
12% less capital invested
Capital invested by funds: $6.36M → $5.59M (-$768K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$836K |
| 2 |
LPL Financial
San Diego,
California
|
+$349K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$186K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$145K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$77.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$559K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$432K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$110K |
| 4 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$10K |
| 5 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
-$4.62K |
XSHD Hedge Fund Activity: Q3 2022 in Review
15 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q3 2022, worth a combined $5.59M — down 12% from $6.36M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XSHD positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $836K. The largest seller was Bank of America, cutting an estimated $559K.
- 15 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q3 2022, up from 11 in Q2 2022.
- Funds reported $5.59M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q3 2022, down 12% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q3 2022 and 2 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q3 2022 was Citadel Advisors, an estimated $836K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q3 2022 was Bank of America, an estimated $559K sold.
Based on aggregated 13F filings for Q3 2022.