Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
22 hedge funds and large institutions have $5.46M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.
115% more capital inflows, than outflows
Capital inflows: $2.13M | Capital outflows: $990K
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
16% more funds holding
Funds holding: 19 → 22 (+3)
3.53% more ownership
Funds ownership: 13.76% → 17.29% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$617K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$553K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$330K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$228K |
| 5 |
LPL Financial
San Diego,
California
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$376K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$317K |
| 3 |
Wedbush Securities
Los Angeles,
California
|
-$154K |
| 4 |
Tower Research Capital (TRC)
New York
|
-$135K |
| 5 |
IFP Advisors
Tampa,
Florida
|
-$4.29K |
XSHD Hedge Fund Activity: Q3 2024 in Review
22 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q3 2024, worth a combined $5.46M — up 36% from $4.03M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSHD positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $617K. The largest seller was Bank of America, cutting an estimated $376K.
- 22 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q3 2024, up from 19 in Q2 2024.
- Funds reported $5.46M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q3 2024, up 36% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q3 2024 and 5 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q3 2024 was Two Sigma Investments, an estimated $617K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q3 2024 was Bank of America, an estimated $376K sold.
Based on aggregated 13F filings for Q3 2024.