Invesco S&P SmallCap Low Volatility ETF
XSLV
91 hedge funds and large institutions have $445M invested in Invesco S&P SmallCap Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
72% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 25
11% more funds holding
Funds holding: 82 → 91 (+9)
4.25% less ownership
Funds ownership: 51.18% → 46.93% (-4.2%)
13% less capital invested
Capital invested by funds: $512M → $445M (-$66.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.65M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$7.03M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.51M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.45M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.61M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.91M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.26M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$1.92M |
XSLV Hedge Fund Activity: Q1 2017 in Review
91 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2017, worth a combined $445M — down 13% from $512M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XSLV positions and 6 closed out — a net gain of 10 holders — while 43 added to existing stakes and 25 trimmed.
The largest buyer was Wells Fargo, adding an estimated $8.65M. The largest seller was Morgan Stanley, cutting an estimated $9.45M.
- 91 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2017, up from 82 in Q4 2016.
- Funds reported $445M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2017, down 13% quarter-over-quarter.
- 16 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2017 and 6 closed out, a net change of +10 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2017 was Wells Fargo, an estimated $8.65M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2017 was Morgan Stanley, an estimated $9.45M sold.
Based on aggregated 13F filings for Q1 2017.