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Invesco S&P SmallCap Low Volatility ETF
XSLV

118 hedge funds and large institutions have $510M invested in Invesco S&P SmallCap Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

24% more funds holding

Funds holding: 95 → 118 (+23)

15% more capital invested

Capital invested by funds: $443M → $510M (+$67.6M)

0.84% more ownership

Funds ownership: 43.34% → 44.18% (+0.84%)

Holders
118
Holders Change
+23
Holders Change %
+24.21%
% of All Funds
2.68%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
31
Increased
50
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$14.9M
2
BTS
BB&T Securities
Virginia
+$7.99M
3
RJA
Raymond James & Associates
Florida
+$7.27M
4
Ameriprise
Ameriprise
Minnesota
+$5.36M
5
LPL Financial
LPL Financial
California
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.01M
2
NPC
National Planning Corporation
California
-$2.72M
3
WI
WBI Investments
New Jersey
-$2.45M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.09M
5
PAG
Private Advisor Group
New Jersey
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
26
Smart Money Group
Texas
$4.15M +$4.19M +89,769 New
HWP
27
Hefty Wealth Partners
Indiana
$3.55M +$703K +15,052 +24%
SWP
28
Stratos Wealth Partners
Ohio
$3.17M +$281K +6,023 +10%
ACM
29
Ashford Capital Management
Delaware
$3.05M -$82.4K -1,765 -3%
CT
30
CPF Texas
Texas
$2.68M +$2.7M +57,891 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.66M +$452K +9,689 +20%
LNC
32
Lincoln National Corp
Pennsylvania
$2.65M +$1.31M +28,131 +96%
Jane Street
33
Jane Street
New York
$2.6M -$646K -13,847 -20%
AG
34
Advisor Group
Arizona
$2.59M +$186K +3,990 +8%
AFNAS
35
American Financial Network Advisory Services
California
$2.57M -$9.57K -205 -0.4%
PI
36
PFS Investments
Georgia
$2.49M +$2.5M +53,626 New
USAA
37
United Services Automobile Association
Texas
$2.31M – – –
DADC
38
D.A. Davidson & Co
Montana
$2.17M -$178K -3,810 -8%
VC
39
Vicus Capital
Pennsylvania
$1.96M +$825K +17,678 +72%
GA
40
Gateway Advisory
New Jersey
$1.9M -$23.8K -510 -1%
OPWM
41
Oak Point Wealth Management
Michigan
$1.78M +$1.79M +38,353 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$1.77M +$504K +10,788 +39%
AWMS
43
Advocacy Wealth Management Services
Georgia
$1.68M +$591K +12,657 +53%
JSL
44
JT Stratford LLC
Georgia
$1.56M +$115K +2,467 +8%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.52M +$31.7K +680 +2%
PCFFS
46
Pacific Center for Financial Services
California
$1.28M +$38.7K +830 +3%
CAN
47
Cetera Advisor Networks
California
$1.16M -$6.81K -146 -0.6%
Goldman Sachs
48
Goldman Sachs
New York
$1.11M +$1.12M +23,915 New
FFS
49
Founders Financial Securities
Maryland
$1.04M -$45.4K -973 -4%
IA
50
IFG Advisory
Georgia
$1.02M +$1.04M +22,221 New
1
2
3 4 5

XSLV Hedge Fund Activity: Q4 2017 in Review

118 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2017, worth a combined $510M — up 15% from $443M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XSLV positions and 8 closed out — a net gain of 23 holders — while 50 added to existing stakes and 28 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $14.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.01M.

  • 118 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2017, up from 95 in Q3 2017.
  • Funds reported $510M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2017, up 15% quarter-over-quarter.
  • 31 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2017 and 8 closed out, a net change of +23 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $14.9M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $3.01M sold.

Based on aggregated 13F filings for Q4 2017.