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Invesco S&P SmallCap Low Volatility ETF

106 hedge funds and large institutions have $129M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $127M → $129M (+$2.27M)

0.58% more ownership

Funds ownership: 45.41%45.99% (+0.58%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

6% less funds holding

Funds holding: 113106 (-7)

16% less call options, than puts

Call options by funds: $50M | Put options by funds: $59.3M

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
35
Reduced
36
Closed
14
Calls
$50M
Puts
$59.3M
Net Calls
-$9.37M
Net Calls Change
-$9.98M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
McNaughton Wealth Management
California
$299K
KAS
52
Kestra Advisory Services
Texas
$275K -$69K -1,533 -20%
GWM
53
Geneos Wealth Management
Colorado
$274K -$287K -6,366 -51%
RFN
54
RDA Financial Network
Iowa
$264K -$62.9K -1,398 -19%
AC
55
Avant Capital
Louisiana
$258K -$2.03K -45 -0.8%
DC
56
Destiny Capital
Colorado
$249K
CL
57
Choreo LLC
Illinois
$249K -$51.1K -1,135 -17%
SA
58
Sovran Advisors
California
$246K +$239K +5,314 New
Stifel Financial
59
Stifel Financial
Missouri
$229K +$26.8K +596 +13%
WA
60
Waverly Advisors
Alabama
$222K -$4.5K -100 -2%
JIP
61
Jaffetilchin Investment Partners
Florida
$212K +$1.4K +31 +0.7%
SAG
62
SageView Advisory Group
California
$210K -$1.89K -42 -0.9%
GRP
63
Global Retirement Partners
California
$207K +$204K +4,540 New
RI
64
Ridgewood Investments
New Jersey
$131K
Comerica Bank
65
Comerica Bank
Texas
$124K
PTC
66
Private Trust Company
Ohio
$123K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$117K -$16.9K -376 -13%
PPA
68
Painted Porch Advisors
California
$91.3K -$9.28K -206 -9%
JHCP
69
Jackson Hole Capital Partners
Oklahoma
$87.5K
SPIA
70
Steward Partners Investment Advisory
New York
$76.8K -$4.5K -100 -6%
FFA
71
Farther Finance Advisors
California
$70.3K +$991 +22 +1%
IWM
72
IMG Wealth Management
Florida
$37.9K
T
73
Transce3nd
Texas
$37.6K -$1.85K -41 -5%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$34.7K -$91.6K -2,035 -73%
1L
75
10Elms LLP
Oklahoma
$32.2K -$13.9K -308 -30%

XSLV Hedge Fund Activity: Q2 2025 in Review

106 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q2 2025, worth a combined $129M — up 1.8% from $127M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XSLV and 8 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $11.1M. The largest seller was Sculati Wealth Management, cutting an estimated $6.02M.

  • 106 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q2 2025, down from 113 in Q1 2025.
  • Funds reported $129M of Invesco S&P SmallCap Low Volatility ETF stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q2 2025 and 14 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q2 2025 was Venturi Wealth Management, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.