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Invesco S&P SmallCap Low Volatility ETF
XSLV

120 hedge funds and large institutions have $138M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $16.3M

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

8% more funds holding

Funds holding: 111 → 120 (+9)

0.48% more ownership

Funds ownership: 45.22% → 45.69% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $149M → $138M (-$10.7M)

35% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 40

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
26
Reduced
40
Closed
13
Calls
$43.9M
Puts
$16.3M
Net Calls
+$27.5M
Net Calls Change
+$36.3M

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$6.38M
2
Goldman Sachs
Goldman Sachs
New York
+$3.47M
3
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.1M
4
VF
Virtu Financial
New York
+$947K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$871K

Top Sellers

Rank Fund Capital Flow
1
PPA
Painted Porch Advisors
California
-$9.85M
2
RWP
RWA Wealth Partners
Massachusetts
-$5.78M
3
Wells Fargo
Wells Fargo
California
-$1.87M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.46M
5
Citadel Advisors
Citadel Advisors
Florida
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$140K -$11.3K -232 -7%
PTC
77
Private Trust Company
Ohio
$135K – – –
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$132K -$3.71K -76 -3%
SPIA
79
Steward Partners Investment Advisory
New York
$119K +$43.2K +885 +54%
JHCP
80
Jackson Hole Capital Partners
Oklahoma
$90.8K – – –
HBW
81
Hazlett, Burt & Watson
West Virginia
$62K +$488 +10 +0.8%
PB
82
Pinnacle Bancorp
Nebraska
$54.1K – – –
IWM
83
IMG Wealth Management
Florida
$49K +$50.7K +1,038 New
1L
84
10Elms LLP
Oklahoma
$48.5K +$50.1K +1,027 New
T
85
Transce3nd
Texas
$40.9K +$42.3K +866 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$32.4K +$4.44K +91 +15%
JP Morgan Chase
87
JP Morgan Chase
New York
$28.6K -$1.17K -24 -4%
CSB
88
City State Bank
Iowa
$20.1K – – –
MCM
89
MAI Capital Management
Ohio
$17.8K +$18.4K +377 New
CIAS
90
Capital Investment Advisory Services
North Carolina
$15.5K -$23K -472 -59%
CAS
91
Coppell Advisory Solutions
Texas
$14.7K – – –
AAP
92
Arax Advisory Partners
Colorado
$14.7K -$8.15K -167 -35%
GSWM
93
Golden State Wealth Management
California
$14.5K +$15K +307 New
MWA
94
Medallion Wealth Advisors
Connecticut
$13K +$13.5K +276 New
EPW
95
Endeavor Private Wealth
Kansas
$12.6K +$13K +267 New
DWM
96
Darwin Wealth Management
Florida
$11K – – –
FFWM
97
Future Financial Wealth Management
Ohio
$10.8K – – –
FRA
98
Front Row Advisors
California
$10.6K – – –
GIA
99
GHP Investment Advisors
Colorado
$9.45K – – –
RF
100
Roxbury Financial
New Jersey
$8.21K +$7.81K +160 New
2 3
4
5 6

XSLV Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2024, worth a combined $138M — down 7.2% from $149M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XSLV positions and 13 closed out — a net gain of 12 holders — while 26 added to existing stakes and 40 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $6.38M. The largest seller was Painted Porch Advisors, cutting an estimated $9.85M.

  • 120 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $138M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 25 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2024 was Sequoia Financial Advisors, an estimated $6.38M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2024 was Painted Porch Advisors, an estimated $9.85M sold.

Based on aggregated 13F filings for Q4 2024.