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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.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $11.9M → $13.5M (+$1.58M)

6% more funds holding

Funds holding: 31 → 33 (+2)

1.75% more ownership

Funds ownership: 16.33% → 18.08% (+1.8%)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CL
COWA LLC
Oklahoma
+$429K
2
LPL Financial
LPL Financial
California
+$404K
3
Raymond James Financial
Raymond James Financial
Florida
+$291K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$286K
5
HWA
Heartwood Wealth Advisors
Virginia
+$140K

Top Sellers

1
EF
Elite Financial
Idaho
-$265K
2
Two Sigma Investments
Two Sigma Investments
New York
-$207K
3
KWM
Kingsview Wealth Management
Oregon
-$39.5K
4
SPIA
Steward Partners Investment Advisory
New York
-$18.2K
5
AWM
AE Wealth Management
Kansas
-$5.36K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$2.49M +$404K +29,876 +19%
CWP
2
Concord Wealth Partners
Virginia
$1.92M +$68.1K +5,038 +4%
CAMV
3
Concord Asset Management (Virginia)
Virginia
$1.92M +$65.4K +4,841 +4%
HWA
4
Heartwood Wealth Advisors
Virginia
$1.77M +$140K +10,337 +8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.14M +$68.4K +5,060 +6%
IRC
6
Investors Research Corp
Georgia
$592K -$1.85K -137 -0.3%
CL
7
COWA LLC
Oklahoma
$426K +$429K +31,760 New
CIAS
8
Capital Investment Advisory Services
North Carolina
$424K +$13.5K +1,000 +3%
KWM
9
Kingsview Wealth Management
Oregon
$348K -$39.5K -2,921 -10%
IWM
10
IHT Wealth Management
Illinois
$342K +$56.9K +4,212 +20%
TRCT
11
Tower Research Capital (TRC)
New York
$320K +$78.3K +5,793 +32%
Raymond James Financial
12
Raymond James Financial
Florida
$297K +$291K +21,526 +3,594%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$284K +$286K +21,185 New
ATPW
14
Ashton Thomas Private Wealth
Arizona
$238K +$11.9K +879 +5%
GRP
15
Global Retirement Partners
California
$214K +$95.3K +7,052 +79%
Jane Street
16
Jane Street
New York
$187K +$13K +959 +7%
EBWM
17
Eagle Bluffs Wealth Management
Missouri
$142K +$1.08K +80 +0.8%
Bank of America
18
Bank of America
North Carolina
$117K +$1.32K +98 +1%
TFGT
19
TS Financial Group (TSFG)
Illinois
$54K – – –
GK
20
Graney & King
New York
$53.5K +$53.8K +3,985 New
UBS Group
21
UBS Group
Switzerland
$52.6K +$53K +3,920 New
FFA
22
Farther Finance Advisors
California
$39.8K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$32.5K +$15.6K +1,158 +91%
AAS
24
Ameritas Advisory Services
Nebraska
$21.5K – – –
CWM
25
Consultiva Wealth Management
Puerto Rico
$20.7K – – –
1
2

XSHD Hedge Fund Activity: Q3 2025 in Review

33 of the 7,619 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.