Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
19 hedge funds and large institutions have $4.03M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3.9% less ownership
Funds ownership: 17.66% → 13.76% (-3.9%)
5% less funds holding
Funds holding: 20 → 19 (-1)
26% less capital invested
Capital invested by funds: $5.45M → $4.03M (-$1.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EBWM
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
+$150K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$79.3K |
| 3 |
CAMV
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
+$74.5K |
| 4 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$67.5K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$23.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$464K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$450K |
| 3 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$174K |
| 4 |
LPL Financial
San Diego,
California
|
-$77.7K |
| 5 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
-$34.4K |
XSHD Hedge Fund Activity: Q2 2024 in Review
19 of the 6,937 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q2 2024, worth a combined $4.03M — down 26% from $5.45M a quarter earlier.
Fund positioning in XSHD was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Eagle Bluffs Wealth Management, opening a new position worth an estimated $150K. The largest seller was Wells Fargo, cutting an estimated $464K.
- 19 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q2 2024, down from 20 in Q1 2024.
- Funds reported $4.03M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q2 2024, down 26% quarter-over-quarter.
- 2 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q2 2024 was Eagle Bluffs Wealth Management, an estimated $150K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q2 2024 was Wells Fargo, an estimated $464K sold.
Based on aggregated 13F filings for Q2 2024.