Invesco S&P SmallCap Low Volatility ETF
XSLV
120 hedge funds and large institutions have $138M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 13 closing their positions.
169% more call options, than puts
Call options by funds: $43.9M | Put options by funds: $16.3M
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
8% more funds holding
Funds holding: 111 → 120 (+9)
0.48% more ownership
Funds ownership: 45.22% → 45.69% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less capital invested
Capital invested by funds: $149M → $138M (-$10.7M)
35% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$6.38M |
| 2 |
Goldman Sachs
New York
|
+$3.47M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$1.1M |
| 4 |
VF
Virtu Financial
New York
|
+$947K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$871K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Painted Porch Advisors
Santa Barbara,
California
|
-$9.85M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$5.78M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.87M |
| 4 |
Two Sigma Investments
New York
|
-$1.46M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$681K |
XSLV Hedge Fund Activity: Q4 2024 in Review
120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2024, worth a combined $138M — down 7.2% from $149M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XSLV positions and 13 closed out — a net gain of 12 holders — while 26 added to existing stakes and 40 trimmed.
The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $6.38M. The largest seller was Painted Porch Advisors, cutting an estimated $9.85M.
- 120 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2024, up from 111 in Q3 2024.
- Funds reported $138M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2024, down 7.2% quarter-over-quarter.
- 25 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2024 was Sequoia Financial Advisors, an estimated $6.38M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2024 was Painted Porch Advisors, an estimated $9.85M sold.
Based on aggregated 13F filings for Q4 2024.