Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
26 hedge funds and large institutions have $7.89M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.
330% more capital inflows, than outflows
Capital inflows: $3.69M | Capital outflows: $857K
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
18% more funds holding
Funds holding: 22 → 26 (+4)
4.62% less ownership
Funds ownership: 17.29% → 12.67% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Concord Wealth Partners
Abingdon,
Virginia
|
+$601K |
| 2 |
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
+$561K |
| 3 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$390K |
| 4 |
IHT Wealth Management
Chicago,
Illinois
|
+$379K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$328K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$231K |
| 3 |
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
-$157K |
| 4 |
Global Retirement Partners
San Rafael,
California
|
-$112K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$18.2K |
XSHD Hedge Fund Activity: Q4 2024 in Review
26 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q4 2024, worth a combined $7.89M — up 44% from $5.46M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSHD positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Concord Wealth Partners, adding an estimated $601K. The largest seller was Two Sigma Investments, cutting an estimated $328K.
- 26 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q4 2024, up from 22 in Q3 2024.
- Funds reported $7.89M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q4 2024, up 44% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q4 2024 was Concord Wealth Partners, an estimated $601K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q4 2024 was Two Sigma Investments, an estimated $328K sold.
Based on aggregated 13F filings for Q4 2024.