Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
12 hedge funds and large institutions have $4.41M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 12 → 12 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
6% less capital invested
Capital invested by funds: $4.71M → $4.41M (-$301K)
8.61% less ownership
Funds ownership: 25.05% → 16.44% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$408K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$288K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$11.2K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$4.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.03M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$269K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$162K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$35.9K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$13.1K |
XSHD Hedge Fund Activity: Q4 2023 in Review
12 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q4 2023, worth a combined $4.41M — down 6.4% from $4.71M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XSHD positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $1.1M. The largest seller was LPL Financial, cutting an estimated $2.03M.
- 12 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $4.41M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q4 2023, down 6.4% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q4 2023 was Wells Fargo, an estimated $1.1M added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q4 2023 was LPL Financial, an estimated $2.03M sold.
Based on aggregated 13F filings for Q4 2023.