XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

116 hedge funds and large institutions have $464M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.66%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
13
Increased
49
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFA
Kays Financial Advisory
Georgia
+$21.9M
2
UBS Group
UBS Group
Switzerland
+$4.22M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.94M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.8M
2
RJA
Raymond James & Associates
Florida
-$11.2M
3
EC
Estate Counselors
Wisconsin
-$9.39M
4
Stifel Financial
Stifel Financial
Missouri
-$8.44M
5
Morgan Stanley
Morgan Stanley
New York
-$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
76
Global Financial Private Capital
Florida
$291K -$11.1K -247 -4%
WP
77
WealthSource Partners
California
$267K -$12.2K -270 -4%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$214K -$84.9K -1,884 -28%
IA
79
IFP Advisors
Florida
$190K – – –
Citigroup
80
Citigroup
New York
$180K +$4.5K +100 +3%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$168K +$18.6K +415 +12%
BWL
82
Bogart Wealth LLC
Virginia
$150K +$107K +2,354 +249%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$143K +$5.21K +118 +4%
SWM
84
SeaCrest Wealth Management
New York
$111K – – –
AIA
85
Armor Investment Advisors
North Carolina
$99K +$16.9K +375 +21%
US Bancorp
86
US Bancorp
Minnesota
$84K +$7.23K +160 +9%
ASN
87
Advisory Services Network
Georgia
$75K +$6.7K +148 +10%
GI
88
Gradient Investments
Minnesota
$62K +$25.8K +570 +71%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$57K +$15.2K +337 +37%
PFBT
90
Parkside Financial Bank & Trust
Missouri
$53K – – –
LFG
91
LifePlan Financial Group
Ohio
$45K +$45K +1,010 New
WWM
92
Wagner Wealth Management
South Carolina
$41K – – –
AIM
93
Advantage Investment Management
Iowa
$39K +$3.83K +86 +11%
FA
94
Fortis Advisors
Pennsylvania
$36K -$26.5K -590 -42%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$32K – – –
CBT
96
Capital Bank & Trust
California
$32K – – –
BA
97
Ballew Advisors
Mississippi
$32K +$32K +721 New
PA
98
Parallel Advisors
California
$30K +$45 +1 +0.2%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$29K +$29K +644 New
OIA
100
OneDigital Investment Advisors
Kansas
$28K +$228 +5 +0.8%
2 3
4
5 6