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Invesco S&P SmallCap Low Volatility ETF

105 hedge funds and large institutions have $108M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 106105 (-1)

2.86% less ownership

Funds ownership: 45.99%43.12% (-2.9%)

16% less capital invested

Capital invested by funds: $129M → $108M (-$20.9M)

49% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 45

54% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $75.6M

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
45
Closed
8
Calls
$35.1M
Puts
$75.6M
Net Calls
-$40.5M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$831K +$24.4K +525 +3%
Goldman Sachs
27
Goldman Sachs
New York
$811K +$217K +4,668 +36%
BWP
28
Baldwin Wealth Partners
Massachusetts
$747K -$20.8K -448 -3%
Ameriprise
29
Ameriprise
Minnesota
$668K -$325K -6,995 -33%
SW
30
SteelPeak Wealth
California
$665K -$12K -259 -2%
ES
31
Eagle Strategies
New York
$613K +$4.69K +101 +0.8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$609K -$85.8K -1,847 -12%
AWA
33
Arkadios Wealth Advisors
Georgia
$529K -$29.4K -633 -5%
HF
34
HRT Financial
New York
$477K +$479K +10,307 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$441K -$581K -12,504 -57%
Mariner
36
Mariner
Kansas
$393K +$36.9K +795 +10%
AFA
37
American Financial Advisors
Georgia
$389K -$48.7K -1,049 -11%
SP
38
Symmetry Partners
Connecticut
$347K +$4.92K +106 +1%
NA
39
NewEdge Advisors
Louisiana
$343K -$20.1K -433 -6%
WI
40
WBI Investments
New Jersey
$340K -$53.6K -1,153 -14%
SW
41
SlateStone Wealth
Florida
$333K
SMA
42
Sage Mountain Advisors
Georgia
$313K
SCA
43
Snowden Capital Advisors
New York
$292K -$828K -17,834 -74%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$289K -$28K -602 -9%
GWM
45
Geneos Wealth Management
Colorado
$279K +$46 +1 +0%
KAS
46
Kestra Advisory Services
Texas
$278K -$1.67K -36 -0.6%
HSA
47
HBK Sorce Advisory
Pennsylvania
$273K -$33.3K -716 -11%
Invesco
48
Invesco
Georgia
$269K -$45.4K -978 -14%
AC
49
Avant Capital
Louisiana
$261K -$1.21K -26 -0.5%
LT
50
Legacy Trust
Michigan
$258K +$259K +5,570 New

XSLV Hedge Fund Activity: Q3 2025 in Review

105 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2025, worth a combined $108M — down 16% from $129M a quarter earlier.

Fund positioning in XSLV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 45 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $845K. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $11.2M sold.

  • 105 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2025, down from 106 in Q2 2025.
  • Funds reported $108M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2025, down 16% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $845K added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2025 was Venturi Wealth Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.