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Invesco S&P SmallCap Low Volatility ETF

105 hedge funds and large institutions have $108M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 106105 (-1)

2.86% less ownership

Funds ownership: 45.99%43.12% (-2.9%)

16% less capital invested

Capital invested by funds: $129M → $108M (-$20.9M)

49% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 45

54% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $75.6M

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
45
Closed
8
Calls
$35.1M
Puts
$75.6M
Net Calls
-$40.5M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
Choreo LLC
Illinois
$254K +$557 +12 +0.2%
Stifel Financial
52
Stifel Financial
Missouri
$248K +$15.7K +339 +7%
DC
53
Destiny Capital
Colorado
$248K -$5.85K -126 -2%
KWM
54
Kingsview Wealth Management
Oregon
$243K -$227K -4,891 -48%
RFN
55
RDA Financial Network
Iowa
$240K -$29.2K -628 -11%
WA
56
Waverly Advisors
Alabama
$226K
MWM
57
McNaughton Wealth Management
California
$222K -$82.5K -1,775 -27%
JIP
58
Jaffetilchin Investment Partners
Florida
$217K +$1.67K +36 +0.8%
MML Investors Services
59
MML Investors Services
Massachusetts
$215K +$216K +4,650 New
GRP
60
Global Retirement Partners
California
$212K +$1.58K +34 +0.7%
BM
61
Berman McAleer
Maryland
$212K +$212K +4,572 New
SAG
62
SageView Advisory Group
California
$209K -$4.09K -88 -2%
Comerica Bank
63
Comerica Bank
Texas
$128K +$1.91K +41 +2%
PTC
64
Private Trust Company
Ohio
$125K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$119K
GFWA
66
Grey Fox Wealth Advisors
Delaware
$93.1K +$93.4K +2,010 New
JHCP
67
Jackson Hole Capital Partners
Oklahoma
$89K
SPIA
68
Steward Partners Investment Advisory
New York
$78K
FFA
69
Farther Finance Advisors
California
$70.5K -$929 -20 -1%
ASN
70
Advisory Services Network
Georgia
$41.7K +$41.8K +900 New
IWM
71
IMG Wealth Management
Florida
$38.5K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$35.2K
1L
73
10Elms LLP
Oklahoma
$32.3K -$511 -11 -2%
CSB
74
City State Bank
Iowa
$19.7K
HBW
75
Hazlett, Burt & Watson
West Virginia
$19K

XSLV Hedge Fund Activity: Q3 2025 in Review

105 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2025, worth a combined $108M — down 16% from $129M a quarter earlier.

Fund positioning in XSLV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 45 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $845K. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $11.2M sold.

  • 105 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2025, down from 106 in Q2 2025.
  • Funds reported $108M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2025, down 16% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $845K added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2025 was Venturi Wealth Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.