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Invesco S&P SmallCap Low Volatility ETF
XSLV

98 hedge funds and large institutions have $104M invested in Invesco S&P SmallCap Low Volatility ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.63% more ownership

Funds ownership: 44.59% → 45.23% (+0.63%)

0% more capital invested

Capital invested by funds: $104M → $104M (+$83.8K)

8% less funds holding

Funds holding: 107 → 98 (-9)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

46% less call options, than puts

Call options by funds: $73.1M | Put options by funds: $135M

49% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 39

Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
39
Closed
14
Calls
$73.1M
Puts
$135M
Net Calls
-$62.1M
Net Calls Change
-$57.9M

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$4.52M
2
ACM
Armbruster Capital Management
New York
+$553K
3
BCM
Brookstone Capital Management
Illinois
+$486K
4
USCWA
U.S. Capital Wealth Advisors
Texas
+$450K
5
Creative Planning
Creative Planning
Kansas
+$280K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.47M
2
Goldman Sachs
Goldman Sachs
New York
-$958K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$899K
4
LPL Financial
LPL Financial
California
-$636K
5
VF
Virtu Financial
New York
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Armbruster Capital Management
New York
$12.3M +$553K +11,458 +5%
Bank of America
2
Bank of America
North Carolina
$9.69M -$287K -5,934 -3%
BCM
3
Brookstone Capital Management
Illinois
$9.52M +$486K +10,066 +5%
LPL Financial
4
LPL Financial
California
$8.21M -$636K -13,173 -7%
UBS Group
5
UBS Group
Switzerland
$8.09M -$1.47M -30,380 -15%
Morgan Stanley
6
Morgan Stanley
New York
$5.97M -$70.6K -1,463 -1%
EBWM
7
Eagle Bluffs Wealth Management
Missouri
$4.62M +$226K +4,688 +5%
Wells Fargo
8
Wells Fargo
California
$4.6M -$84.7K -1,754 -2%
RWP
9
RWA Wealth Partners
Massachusetts
$4.42M +$4.52M +93,692 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.79M +$97.1K +2,010 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$2.39M -$83.2K -1,724 -3%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$2.38M +$23.3K +482 +0.9%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$2.17M +$450K +9,316 +25%
Two Sigma Investments
14
Two Sigma Investments
New York
$2.15M -$270K -5,600 -11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.09M +$35.3K +732 +2%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$1.85M -$38.8K -804 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.7M -$160K -3,314 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.62M -$135K -2,801 -8%
PAG
19
Private Advisor Group
New Jersey
$1.29M -$22.6K -468 -2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$1.28M -$407K -8,422 -24%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.16M -$30.9K -639 -3%
SWM
22
Sculati Wealth Management
Michigan
$850K -$25.7K -533 -3%
Truist Financial
23
Truist Financial
North Carolina
$782K +$21.5K +445 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$754K -$15.5K -322 -2%
SFA
25
Sequoia Financial Advisors
Ohio
$753K -$94.9K -1,965 -11%
1
2 3 4 5

XSLV Hedge Fund Activity: Q1 2026 in Review

98 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2026, worth a combined $104M — up 0.08% from $104M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XSLV and 8 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 20 added.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $4.52M. The largest seller was UBS Group, cutting an estimated $1.47M.

  • 98 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2026, down from 107 in Q4 2025.
  • Funds reported $104M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2026, up 0.08% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2026 and 14 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2026 was RWA Wealth Partners, an estimated $4.52M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2026 was UBS Group, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2026.