Invesco S&P SmallCap Low Volatility ETF
XSLV
131 hedge funds and large institutions have $194M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 65 reducing their positions, and 14 closing their positions.
9% more capital invested
Capital invested by funds: $177M → $194M (+$16.3M)
1.62% more ownership
Funds ownership: 43.88% → 45.5% (+1.6%)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
2% less funds holding
Funds holding: 133 → 131 (-2)
49% less call options, than puts
Call options by funds: $74M | Put options by funds: $146M
63% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.18M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$1.67M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.18M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$442K |
| 5 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.41M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.81M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.69M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$1.03M |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$967K |
XSLV Hedge Fund Activity: Q4 2023 in Review
131 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2023, worth a combined $194M — up 9.2% from $177M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new XSLV positions and 14 closed out — a net gain of 1 holder — while 24 added to existing stakes and 65 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.18M. The largest seller was Wells Fargo, cutting an estimated $2.41M.
- 131 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2023, down from 133 in Q3 2023.
- Funds reported $194M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2023, up 9.2% quarter-over-quarter.
- 15 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2023 and 14 closed out, a net change of +1 holder.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.18M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2023 was Wells Fargo, an estimated $2.41M sold.
Based on aggregated 13F filings for Q4 2023.