XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

164 hedge funds and large institutions have $944M invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
28
Increased
76
Reduced
34
Closed
13
Calls
$5.55M
Puts
$2.51M
Net Calls
+$3.04M
Net Calls Change
+$60.2M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
PI
PFS Investments
Georgia
+$46.7M
3
Ameriprise
Ameriprise
Minnesota
+$20M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.3M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$14.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.72M
2
Invesco
Invesco
Georgia
-$3.98M
3
RJA
Raymond James & Associates
Florida
-$3.92M
4
FFA
Fragasso Financial Advisors
Pennsylvania
-$1.61M
5
NFG
Next Financial Group
Texas
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$2M +$271K +5,774 +16%
BTS
52
BB&T Securities
Virginia
$1.99M +$516K +10,995 +35%
SWP
53
Stratos Wealth Partners
Ohio
$1.94M -$187K -3,979 -9%
Stifel Financial
54
Stifel Financial
Missouri
$1.89M +$693K +14,804 +58%
CIC
55
Carnegie Investment Counsel
Ohio
$1.79M +$6.95K +148 +0.4%
PCFFS
56
Pacific Center for Financial Services
California
$1.6M +$159K +3,390 +11%
Axa
57
Axa
France
$1.59M +$139K +2,960 +10%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.59M +$1.59M +33,922 New
9WM
59
9258 Wealth Management
Ohio
$1.52M +$298K +6,349 +24%
Jane Street
60
Jane Street
New York
$1.44M -$555K -11,822 -28%
RFN
61
RDA Financial Network
Iowa
$1.43M +$1.43M +29,805 New
DADC
62
D.A. Davidson & Co
Montana
$1.25M +$696K +14,829 +126%
MIFH
63
Migdal Insurance & Financial Holdings
Israel
$1.22M -$392K -8,352 -24%
CAN
64
Cetera Advisor Networks
California
$1.22M +$156K +3,338 +15%
AWMS
65
Advocacy Wealth Management Services
Georgia
$1.15M +$212K +4,477 +23%
GA
66
Gateway Advisory
New Jersey
$1.14M -$75.8K -1,615 -6%
WP
67
WealthPLAN Partners
Nebraska
$1.1M +$1.1M +23,109 New
WEC
68
Winslow Evans & Crocker
Massachusetts
$1.04M – – –
MIAN
69
Mariner Independent Advisor Network
Kansas
$966K +$110K +2,325 +13%
GWM
70
Geneos Wealth Management
Colorado
$935K +$39.5K +843 +4%
PAS
71
Partnervest Advisory Services
California
$864K +$38.3K +816 +5%
AFP
72
Ausdal Financial Partners
Iowa
$810K +$39K +831 +5%
Brown Advisory
73
Brown Advisory
Maryland
$807K – – –
GVAG
74
Great Valley Advisor Group
Delaware
$792K +$792K +16,868 New
SS
75
Simplicity Solutions
Minnesota
$783K -$47.8K -1,019 -6%
1 2
3
4 5