Invesco S&P SmallCap Low Volatility ETF
XSLV
150 hedge funds and large institutions have $739M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 17 closing their positions.
1.58% more ownership
Funds ownership: 64.55% → 66.14% (+1.6%)
2% less capital invested
Capital invested by funds: $755M → $739M (-$15.7M)
4% less call options, than puts
Call options by funds: $14.1M | Put options by funds: $14.7M
6% less funds holding
Funds holding: 160 → 150 (-10)
22% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 65
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.68M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$1.43M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$974K |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$887K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.97M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.14M |
| 3 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$2.59M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.39M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$1.04M |
XSLV Hedge Fund Activity: Q3 2021 in Review
150 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2021, worth a combined $739M — down 2.1% from $755M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of XSLV and 10 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 51 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.68M. The largest seller was Wells Fargo, cutting an estimated $9.97M.
- 150 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2021, down from 160 in Q2 2021.
- Funds reported $739M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2021, down 2.1% quarter-over-quarter.
- 10 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2021 and 17 closed out, a net change of -7 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2021 was Cambridge Investment Research Advisors, an estimated $1.68M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2021 was Wells Fargo, an estimated $9.97M sold.
Based on aggregated 13F filings for Q3 2021.