XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

147 hedge funds and large institutions have $251M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 66 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
66
Closed
10
Calls
$23.4M
Puts
$52M
Net Calls
-$28.6M
Net Calls Change
+$56.8M

Top Buyers

1
TC
1
Trilogy Capital
California
$18.5M
2
AT
2
Arden Trust
Delaware
$10.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$3.74M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.6M
5
GVAG
5
Great Valley Advisor Group
Delaware
$4.74M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.96M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$12.1M
3
AC
3
Avestar Capital
New York
$1.76M
4
FTUS
4
Flow Traders U.S.
New York
$261K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
SWAG
51
Spectrum Wealth Advisory Group
California
$814K 19,227 -1,258 -6%
SCA
52
Snowden Capital Advisors
New York
$805K 18,998 -7,312 -28%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$795K 18,763 -3,776 -17%
CCC
54
Chelsea Counsel Company
California
$783K 18,500 – –
MWM
55
McNaughton Wealth Management
California
$781K 18,431 – –
TLFA
56
True Link Financial Advisors
California
$766K 18,079 – –
GFWA
57
Grey Fox Wealth Advisors
Delaware
$723K 17,084 +7,788 +84%
AFA
58
American Financial Advisors
Georgia
$709K 16,753 -270 -2%
SFC
59
Strategic Financial Concepts
Texas
$694K 16,393 +16,393 New
KWM
60
Kingsview Wealth Management
Oregon
$691K 16,320 +169 +1%
TSS
61
Two Sigma Securities
New York
$667K 15,745 +15,745 New
AFP
62
Ausdal Financial Partners
Iowa
$582K 13,753 +620 +5%
SW
63
SlateStone Wealth
Florida
$582K 13,744 -4,569 -25%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$578K 13,646 +251 +2%
E
65
ETFidea
New York
$567K 13,399 -2,383 -15%
SW
66
SteelPeak Wealth
California
$547K 12,906 +415 +3%
9WM
67
9258 Wealth Management
Ohio
$510K 12,047 -1,604 -12%
NA
68
NewEdge Advisors
Louisiana
$510K 12,662 -2,142 -14%
CA
69
Cetera Advisors
Colorado
$491K 11,598 -491 -4%
LWM
70
Lodestone Wealth Management
Washington
$477K 11,270 +102 +0.9%
N
71
Natixis
France
$476K 11,258 -45 -0.4%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$461K 10,894 -7,662 -41%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$424K 10,016 -140 -1%
FNBT
74
FineMark National Bank & Trust
Florida
$403K 9,506 -197 -2%
AAS
75
Avantax Advisory Services
Texas
$403K 9,506 -5,918 -38%
1 2
3
4 5