Invesco S&P SmallCap Low Volatility ETF
XSLV
82 hedge funds and large institutions have $512M invested in Invesco S&P SmallCap Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
48% more capital invested
Capital invested by funds: $345M → $512M (+$167M)
24% more funds holding
Funds holding: 66 → 82 (+16)
2.85% less ownership
Funds ownership: 54.03% → 51.18% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.52M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.69M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.14M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$3.65M |
| 5 |
Morgan Stanley
New York
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$6.54M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$3.97M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.69M |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
-$1.28M |
XSLV Hedge Fund Activity: Q4 2016 in Review
82 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2016, worth a combined $512M — up 48% from $345M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new XSLV positions and 8 closed out — a net gain of 16 holders — while 37 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.52M. The largest seller was Invesco, cutting an estimated $6.54M.
- 82 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2016, up from 66 in Q3 2016.
- Funds reported $512M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2016, up 48% quarter-over-quarter.
- 24 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2016 and 8 closed out, a net change of +16 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2016 was LPL Financial, an estimated $8.52M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2016 was Invesco, an estimated $6.54M sold.
Based on aggregated 13F filings for Q4 2016.