Invesco S&P SmallCap Low Volatility ETF
XSLV
147 hedge funds and large institutions have $440M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 26 closing their positions.
9% less funds holding
Funds holding: 162 → 147 (-15)
9.87% less ownership
Funds ownership: 71.35% → 61.48% (-9.9%)
37% less capital invested
Capital invested by funds: $695M → $440M (-$255M)
42% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 69
54% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 26
86% less call options, than puts
Call options by funds: $36.2M | Put options by funds: $252M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$26.8M |
| 2 |
AC
Avestar Capital
New York
|
+$8.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.05M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$3.98M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$222M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$46.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.81M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.44M |
XSLV Hedge Fund Activity: Q2 2022 in Review
147 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q2 2022, worth a combined $440M — down 37% from $695M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of XSLV and 12 opened new positions — a net loss of 14 holders — while 69 trimmed existing stakes and 40 added.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $26.8M. The largest seller was Invesco, cutting an estimated $222M.
- 147 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q2 2022, down from 162 in Q1 2022.
- Funds reported $440M of Invesco S&P SmallCap Low Volatility ETF stock for Q2 2022, down 37% quarter-over-quarter.
- 12 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q2 2022 and 26 closed out, a net change of -14 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q2 2022 was Sowell Financial Services, an estimated $26.8M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q2 2022 was Invesco, an estimated $222M sold.
Based on aggregated 13F filings for Q2 2022.