Invesco S&P SmallCap Low Volatility ETF
XSLV
134 hedge funds and large institutions have $594M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 23 reducing their positions, and 10 closing their positions.
500% more call options, than puts
Call options by funds: $72K | Put options by funds: $12K
209% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 23
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
11% more capital invested
Capital invested by funds: $535M → $594M (+$58.6M)
7% more funds holding
Funds holding: 125 → 134 (+9)
0.62% more ownership
Funds ownership: 41.18% → 41.8% (+0.62%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.53M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.24M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.11M |
| 5 |
Morgan Stanley
New York
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$7.27M |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
-$5.94M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.13M |
| 4 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$2.48M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.47M |
XSLV Hedge Fund Activity: Q3 2018 in Review
134 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2018, worth a combined $594M — up 11% from $535M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XSLV positions and 10 closed out — a net gain of 10 holders — while 71 added to existing stakes and 23 trimmed.
The largest buyer was Ameriprise, adding an estimated $15.4M. The largest seller was BB&T Securities, cutting an estimated $7.27M.
- 134 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2018, up from 125 in Q2 2018.
- Funds reported $594M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 20 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2018 and 10 closed out, a net change of +10 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2018 was Ameriprise, an estimated $15.4M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2018 was BB&T Securities, an estimated $7.27M sold.
Based on aggregated 13F filings for Q3 2018.