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Invesco S&P SmallCap High Dividend Low Volatility ETF

35 hedge funds and large institutions have $16.2M invested in Invesco S&P SmallCap High Dividend Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $13.5M → $16.2M (+$2.66M)

6% more funds holding

Funds holding: 3335 (+2)

5.22% more ownership

Funds ownership: 18.08%23.3% (+5.2%)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.91M +$1.55M +119,704 +64%
CWP
2
Concord Wealth Partners
Virginia
$1.89M +$54.7K +4,227 +3%
CAMV
3
Concord Asset Management (Virginia)
Virginia
$1.88M +$53.8K +4,162 +3%
HWA
4
Heartwood Wealth Advisors
Virginia
$1.84M +$154K +11,904 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$965K +$965K +74,596 +9,777%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$784K -$303K -23,451 -28%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$740K +$473K +36,572 +173%
CL
8
COWA LLC
Oklahoma
$684K +$280K +21,620 +68%
Two Sigma Investments
9
Two Sigma Investments
New York
$611K +$617K +47,710 New
IRC
10
Investors Research Corp
Georgia
$561K -$4.69K -363 -0.8%
CIAS
11
Capital Investment Advisory Services
North Carolina
$405K
IWM
12
IHT Wealth Management
Illinois
$332K +$6.03K +466 +2%
TRCT
13
Tower Research Capital (TRC)
New York
$278K -$27.2K -2,104 -9%
Raymond James Financial
14
Raymond James Financial
Florida
$246K -$38.2K -2,953 -13%
ATPW
15
Ashton Thomas Private Wealth
Arizona
$227K
EBWM
16
Eagle Bluffs Wealth Management
Missouri
$155K +$20.1K +1,554 +15%
IP
17
Indivisible Partners
Florida
$144K +$145K +11,238 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$139K +$140K +10,827 New
Bank of America
19
Bank of America
North Carolina
$69.1K -$43.3K -3,348 -38%
GK
20
Graney & King
New York
$51.3K +$233 +18 +0.5%
TFGT
21
TS Financial Group (TSFG)
Illinois
$51K
Osaic Holdings
22
Osaic Holdings
Arizona
$40.2K +$9.16K +708 +29%
FFA
23
Farther Finance Advisors
California
$38K
IAIM
24
International Assets Investment Management
Florida
$24K +$24.2K +1,873 New
KAS
25
Kestra Advisory Services
Texas
$23.5K +$23.7K +1,835 New

XSHD Hedge Fund Activity: Q4 2025 in Review

35 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) for Q4 2025, worth a combined $16.2M — up 20% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XSHD positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.55M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $348K sold.

  • 35 institutional investors held Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) as of Q4 2025, up from 33 in Q3 2025.
  • Funds reported $16.2M of Invesco S&P SmallCap High Dividend Low Volatility ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap High Dividend Low Volatility ETF positions in Q4 2025 and 6 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap High Dividend Low Volatility ETF buyer in Q4 2025 was LPL Financial, an estimated $1.55M added.
  • The largest Invesco S&P SmallCap High Dividend Low Volatility ETF seller in Q4 2025 was Kingsview Wealth Management, an estimated $348K sold.

Based on aggregated 13F filings for Q4 2025.