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Invesco S&P SmallCap Low Volatility ETF

106 hedge funds and large institutions have $129M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $127M → $129M (+$2.27M)

0.58% more ownership

Funds ownership: 45.41%45.99% (+0.58%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

6% less funds holding

Funds holding: 113106 (-7)

16% less call options, than puts

Call options by funds: $50M | Put options by funds: $59.3M

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
35
Reduced
36
Closed
14
Calls
$50M
Puts
$59.3M
Net Calls
-$9.37M
Net Calls Change
-$9.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$999K -$115K -2,543 -10%
VF
27
Virtu Financial
New York
$991K +$979K +21,747 New
Ameriprise
28
Ameriprise
Minnesota
$975K +$106K +2,362 +12%
AAS
29
Avantax Advisory Services
Texas
$846K +$4.64K +103 +0.6%
Truist Financial
30
Truist Financial
North Carolina
$793K +$7.38K +164 +1%
Citadel Advisors
31
Citadel Advisors
Florida
$766K +$109K +2,428 +17%
BWP
32
Baldwin Wealth Partners
Massachusetts
$755K +$90 +2 +0%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$683K +$104K +2,299 +18%
SW
34
SteelPeak Wealth
California
$665K +$54.9K +1,219 +9%
ES
35
Eagle Strategies
New York
$598K +$42.3K +940 +8%
Goldman Sachs
36
Goldman Sachs
New York
$585K +$189K +4,197 +49%
AWA
37
Arkadios Wealth Advisors
Georgia
$549K -$8.55K -190 -2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$541K -$2.84K -63 -0.5%
KWM
39
Kingsview Wealth Management
Oregon
$462K -$12.4K -276 -3%
AFA
40
American Financial Advisors
Georgia
$430K -$20.6K -458 -5%
WI
41
WBI Investments
New Jersey
$387K +$60.3K +1,339 +19%
NA
42
NewEdge Advisors
Louisiana
$357K +$675 +15 +0.2%
Mariner
43
Mariner
Kansas
$350K +$3.56K +79 +1%
SP
44
Symmetry Partners
Connecticut
$336K +$88.7K +1,971 +36%
SW
45
SlateStone Wealth
Florida
$328K -$10.6K -236 -3%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$311K -$5.36K -119 -2%
Invesco
47
Invesco
Georgia
$309K +$38.1K +846 +14%
SMA
48
Sage Mountain Advisors
Georgia
$307K
AWM
49
Accel Wealth Management
Iowa
$304K +$2.3K +51 +0.8%
HSA
50
HBK Sorce Advisory
Pennsylvania
$304K -$134K -2,966 -31%

XSLV Hedge Fund Activity: Q2 2025 in Review

106 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q2 2025, worth a combined $129M — up 1.8% from $127M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XSLV and 8 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $11.1M. The largest seller was Sculati Wealth Management, cutting an estimated $6.02M.

  • 106 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q2 2025, down from 113 in Q1 2025.
  • Funds reported $129M of Invesco S&P SmallCap Low Volatility ETF stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q2 2025 and 14 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q2 2025 was Venturi Wealth Management, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.