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Invesco S&P SmallCap Low Volatility ETF

113 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $18.2M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 45.69%45.41% (-0.29%)

6% less funds holding

Funds holding: 120113 (-7)

8% less capital invested

Capital invested by funds: $138M → $127M (-$11.3M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
43
Closed
18
Calls
$18.8M
Puts
$18.2M
Net Calls
+$616K
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
51
Sage Mountain Advisors
Georgia
$312K
AWM
52
Accel Wealth Management
Iowa
$306K
CL
53
Choreo LLC
Illinois
$305K -$16.6K -353 -5%
MWM
54
McNaughton Wealth Management
California
$303K
GS
55
GWN Securities
Florida
$291K +$299K +6,387 New
Invesco
56
Invesco
Georgia
$274K +$5.3K +113 +2%
AC
57
Avant Capital
Louisiana
$264K
LT
58
Legacy Trust
Michigan
$257K
DC
59
Destiny Capital
Colorado
$253K -$14.3K -305 -5%
SP
60
Symmetry Partners
Connecticut
$250K +$254K +5,409 New
WA
61
Waverly Advisors
Alabama
$230K -$9.38K -200 -4%
SAG
62
SageView Advisory Group
California
$215K -$14.3K -305 -6%
JIP
63
Jaffetilchin Investment Partners
Florida
$213K +$94 +2 +0%
Jane Street
64
Jane Street
New York
$211K +$215K +4,577 New
SEP
65
Southland Equity Partners
Missouri
$206K -$10.2K -217 -5%
Stifel Financial
66
Stifel Financial
Missouri
$204K +$208K +4,426 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$136K -$12.5K -267 -8%
RI
68
Ridgewood Investments
New Jersey
$132K -$5.63K -120 -4%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$129K
Comerica Bank
70
Comerica Bank
Texas
$126K -$11.9K -253 -9%
PTC
71
Private Trust Company
Ohio
$125K -$7.31K -156 -5%
PPA
72
Painted Porch Advisors
California
$102K -$623K -13,297 -86%
JHCP
73
Jackson Hole Capital Partners
Oklahoma
$88.7K
SPIA
74
Steward Partners Investment Advisory
New York
$82.4K -$34.8K -743 -29%
FFA
75
Farther Finance Advisors
California
$70.6K +$68.5K +1,462 +2,478%

XSLV Hedge Fund Activity: Q1 2025 in Review

113 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2025, worth a combined $127M — down 8.2% from $138M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XSLV and 12 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 24 added.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.09M. The largest seller was Goldman Sachs, cutting an estimated $4.91M.

  • 113 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2025, down from 120 in Q4 2024.
  • Funds reported $127M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 12 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2025 and 18 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2025 was RWA Wealth Partners, an estimated $5.09M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2025 was Goldman Sachs, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2025.