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Invesco S&P SmallCap Low Volatility ETF

113 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $18.2M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 45.69%45.41% (-0.29%)

6% less funds holding

Funds holding: 120113 (-7)

8% less capital invested

Capital invested by funds: $138M → $127M (-$11.3M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
43
Closed
18
Calls
$18.8M
Puts
$18.2M
Net Calls
+$616K
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$880K -$24.4K -521 -3%
AAS
27
Avantax Advisory Services
Texas
$853K -$129K -2,752 -13%
Truist Financial
28
Truist Financial
North Carolina
$796K -$16.7K -356 -2%
BWP
29
Baldwin Wealth Partners
Massachusetts
$766K
Citadel Advisors
30
Citadel Advisors
Florida
$664K +$674K +14,380 New
SW
31
SteelPeak Wealth
California
$618K +$7.13K +152 +1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$587K +$17.2K +366 +3%
GWM
33
Geneos Wealth Management
Colorado
$572K +$290K +6,182 +100%
AWA
34
Arkadios Wealth Advisors
Georgia
$566K +$575K +12,253 New
ES
35
Eagle Strategies
New York
$563K +$90.6K +1,933 +19%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$551K -$1.13K -24 -0.2%
KWM
37
Kingsview Wealth Management
Oregon
$481K -$17.3K -369 -3%
AFA
38
American Financial Advisors
Georgia
$457K -$16.6K -354 -3%
HSA
39
HBK Sorce Advisory
Pennsylvania
$445K -$87.2K -1,859 -16%
EH
40
Equitable Holdings
New York
$436K -$1.25M -26,659 -74%
Goldman Sachs
41
Goldman Sachs
New York
$399K -$4.91M -104,658 -92%
MML Investors Services
42
MML Investors Services
Massachusetts
$365K -$36.1K -769 -9%
NA
43
NewEdge Advisors
Louisiana
$361K
HF
44
HRT Financial
New York
$357K +$155K +3,296 +74%
Mariner
45
Mariner
Kansas
$351K +$27K +576 +8%
KAS
46
Kestra Advisory Services
Texas
$350K -$247K -5,276 -41%
SW
47
SlateStone Wealth
Florida
$343K
RFN
48
RDA Financial Network
Iowa
$332K -$48.5K -1,034 -13%
WI
49
WBI Investments
New Jersey
$330K -$467K -9,964 -58%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$321K -$10.6K -225 -3%

XSLV Hedge Fund Activity: Q1 2025 in Review

113 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2025, worth a combined $127M — down 8.2% from $138M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XSLV and 12 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 24 added.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.09M. The largest seller was Goldman Sachs, cutting an estimated $4.91M.

  • 113 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2025, down from 120 in Q4 2024.
  • Funds reported $127M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 12 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2025 and 18 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2025 was RWA Wealth Partners, an estimated $5.09M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2025 was Goldman Sachs, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2025.