Invesco S&P SmallCap Low Volatility ETF
XSLV
226 hedge funds and large institutions have $1.24B invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 99 increasing their positions, 37 reducing their positions, and 13 closing their positions.
385% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 13
168% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 37
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
24% more funds holding
Funds holding: 182 → 226 (+44)
22% more capital invested
Capital invested by funds: $1.01B → $1.24B (+$225M)
4.56% more ownership
Funds ownership: 46.86% → 51.43% (+4.6%)
100% less call options, than puts
Call options by funds: $141K | Put options by funds: $31.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$11.9M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$10.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.81M |
| 4 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$7.16M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$7.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.38M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$5.27M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.35M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4.12M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.39M |
XSLV Hedge Fund Activity: Q4 2019 in Review
226 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2019, worth a combined $1.24B — up 22% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new XSLV positions and 13 closed out — a net gain of 50 holders — while 99 added to existing stakes and 37 trimmed.
The largest buyer was Pacific Financial Group, opening a new position worth an estimated $11.9M. The largest seller was Atria Investments, cutting an estimated $5.38M.
- 226 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2019, up from 182 in Q3 2019.
- Funds reported $1.24B of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2019, up 22% quarter-over-quarter.
- 63 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2019 and 13 closed out, a net change of +50 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2019 was Pacific Financial Group, an estimated $11.9M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2019 was Atria Investments, an estimated $5.38M sold.
Based on aggregated 13F filings for Q4 2019.