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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.

New
Increased
Maintained
Reduced
Closed

103% more capital inflows, than outflows

Capital inflows: $2.58M | Capital outflows: $1.28M

67% more funds holding

Funds holding: 12 → 20 (+8)

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

Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$627K
2
Concord Wealth Partners
Concord Wealth Partners
Virginia
+$442K
3
Concord Asset Management (Virginia)
Concord Asset Management (Virginia)
Virginia
+$426K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$347K
5
CL
COWA LLC
Oklahoma
+$174K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$640K
2
Osaic Holdings
Osaic Holdings
Arizona
-$419K
3
Bank of America
Bank of America
North Carolina
-$208K
4
Investors Research Corp
Investors Research Corp
Georgia
-$9.41K

XSHD Hedge Fund Activity: Q1 2024 in Review

20 of the 6,967 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.