Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
33 hedge funds and large institutions have $13.5M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 5 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
304% more capital inflows, than outflows
Capital inflows: $2.17M | Capital outflows: $538K
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more funds holding
Funds holding: 31 → 33 (+2)
1.84% more ownership
Funds ownership: 16.24% → 18.08% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$429K |
| 2 |
LPL Financial
San Diego,
California
|
+$404K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$291K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$286K |
| 5 |
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Elite Financial
Lewiston,
Idaho
|
-$265K |
| 2 |
Two Sigma Investments
New York
|
-$207K |
| 3 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$39.5K |
| 4 |
Steward Partners Investment Advisory
New York
|
-$18.2K |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
-$5.36K |
XSHD Hedge Fund Activity: Q3 2025 in Review
33 of the 7,657 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q3 2025, worth a combined $13.5M — up 13% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XSHD positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was COWA LLC, opening a new position worth an estimated $429K. The largest seller was Elite Financial, exiting entirely with an estimated $265K sold.
- 33 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q3 2025, up from 31 in Q2 2025.
- Funds reported $13.5M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q3 2025, up 13% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q3 2025 and 5 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q3 2025 was COWA LLC, an estimated $429K added.
- The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q3 2025 was Elite Financial, an estimated $265K sold.
Based on aggregated 13F filings for Q3 2025.