Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
20 hedge funds and large institutions have $5.45M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.
67% more funds holding
Funds holding: 12 → 20 (+8)
24% more capital invested
Capital invested by funds: $4.41M → $5.45M (+$1.04M)
1.21% more ownership
Funds ownership: 16.44% → 17.66% (+1.2%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$627K |
| 2 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$442K |
| 3 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
+$426K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$347K |
| 5 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$640K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$419K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$208K |
| 4 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
-$9.41K |
XSHD Hedge Fund Activity: Q1 2024 in Review
20 of the 6,960 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q1 2024, worth a combined $5.45M — up 24% from $4.41M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSHD positions and 0 closed out — a net gain of 8 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $627K. The largest seller was Wells Fargo, cutting an estimated $640K.
- 20 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q1 2024, up from 12 in Q4 2023.
- Funds reported $5.45M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q1 2024, up 24% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q1 2024 and 0 closed out, a net change of +8 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q1 2024 was LPL Financial, an estimated $627K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q1 2024 was Wells Fargo, an estimated $640K sold.
Based on aggregated 13F filings for Q1 2024.