Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
15 hedge funds and large institutions have $5.35M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
2.85% more ownership
Funds ownership: 25.79% → 28.64% (+2.8%)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
48% less capital inflows, than outflows
Capital inflows: $645K | Capital outflows: $1.25M
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$558K |
| 2 |
Global Retirement Partners
San Rafael,
California
|
+$17.8K |
| 3 |
Harbour Investments
Madison,
Wisconsin
|
+$2.64K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$18 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$691K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$167K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$160K |
| 4 |
Tower Research Capital (TRC)
New York
|
-$120K |
| 5 |
Allworth Financial
Folsom,
California
|
-$81.5K |
XSHD Hedge Fund Activity: Q4 2022 in Review
15 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q4 2022, worth a combined $5.35M — down 4.3% from $5.59M a quarter earlier.
Fund positioning in XSHD was balanced in Q4 2022: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $558K. The largest seller was Citadel Advisors, exiting entirely with an estimated $691K sold.
- 15 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $5.35M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q4 2022, down 4.3% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q4 2022 and 3 closed out, a net change of 0 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q4 2022 was LPL Financial, an estimated $558K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q4 2022 was Citadel Advisors, an estimated $691K sold.
Based on aggregated 13F filings for Q4 2022.