XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

131 hedge funds and large institutions have $205M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 25 closing their positions.

Holders
131
Holders Change
-16
Holders Change %
-10.88%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
38
Reduced
53
Closed
25
Calls
$17.9M
Puts
$42M
Net Calls
-$24.1M
Net Calls Change
+$4.48M

Top Buyers

1
AT
1
Arden Trust
Delaware
$17.3M
2
TC
2
Trilogy Capital
California
$21.3M
3
Jane Street
3
Jane Street
New York
$1.84M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.08M
5
Ameriprise
5
Ameriprise
Minnesota
$8.83M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1.51M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.24M
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$256K 6,435 +254 +4%
PSF
77
Pacific Sun Financial
California
$256K 6,045 +6,045 New
E
78
ETFidea
New York
$255K 6,391 -7,008 -52%
AWM
79
Aspire Wealth Management
Massachusetts
$249K 6,254 -15,121 -71%
HIS
80
Harvest Investment Services
Illinois
$248K 6,235 -1,429 -19%
LT
81
Legacy Trust
Michigan
$222K 5,570 – –
DADC
82
D.A. Davidson & Co
Montana
$216K 5,422 -150 -3%
AWA
83
Alta Wealth Advisors
Massachusetts
$213K 5,347 – –
SWAG
84
Spectrum Wealth Advisory Group
California
$212K 5,316 -13,911 -72%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$209K 5,250 +13 +0.2%
FNBT
86
FineMark National Bank & Trust
Florida
$208K 5,225 -4,281 -45%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$181K 4,542 -639 -12%
GRP
88
Global Retirement Partners
California
$143K 3,588 +43 +1%
RI
89
Ridgewood Investments
New Jersey
$124K 3,103 -649 -17%
FPFS
90
First Personal Financial Services
North Carolina
$113K 2,833 – –
SPIA
91
Steward Partners Investment Advisory
New York
$110K 2,770 -1,380 -33%
NCM
92
Northwest Capital Management
Oregon
$73.1K 1,834 +1,834 New
RG
93
Retirement Group
California
$69K 1,733 +3 +0.2%
Barclays
94
Barclays
United Kingdom
$64K 1,610 +1,610 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$60.8K 1,526 – –
CFGS
96
Concourse Financial Group Securities
Alabama
$58.4K 1,465 – –
ADL
97
Asset Dedication LLC
California
$48K 1,200 – –
PB
98
Pinnacle Bancorp
Nebraska
$45.6K 1,145 – –
AAP
99
Arax Advisory Partners
Colorado
$35.2K 884 -42 -5%
S
100
SignatureFD
Georgia
$28K 703 – –
2 3
4
5 6