Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
16 hedge funds and large institutions have $7.74M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
693% more capital inflows, than outflows
Capital inflows: $3.18M | Capital outflows: $401K
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
14.25% more ownership
Funds ownership: 28.64% → 42.89% (+14%)
7% more funds holding
Funds holding: 15 → 16 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.37M |
| 2 |
LPL Financial
San Diego,
California
|
+$277K |
| 3 |
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
+$244K |
| 4 |
Tower Research Capital (TRC)
New York
|
+$156K |
| 5 |
Global Retirement Partners
San Rafael,
California
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$320K |
| 2 |
Lakewood Asset Management
Naperville,
Illinois
|
-$65K |
| 3 |
Realta Investment Advisors
Wilmington,
Delaware
|
-$10.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.22K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$18 |
XSHD Hedge Fund Activity: Q1 2023 in Review
16 of the 6,290 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q1 2023, worth a combined $7.74M — up 45% from $5.35M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XSHD positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.37M. The largest seller was Bank of America, cutting an estimated $320K.
- 16 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q1 2023, up from 15 in Q4 2022.
- Funds reported $7.74M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q1 2023, up 45% quarter-over-quarter.
- 4 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.37M added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q1 2023 was Bank of America, an estimated $320K sold.
Based on aggregated 13F filings for Q1 2023.