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Invesco S&P SmallCap Low Volatility ETF

113 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $18.2M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 45.69%45.41% (-0.29%)

6% less funds holding

Funds holding: 120113 (-7)

8% less capital invested

Capital invested by funds: $138M → $127M (-$11.3M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
43
Closed
18
Calls
$18.8M
Puts
$18.2M
Net Calls
+$616K
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
76
Hazlett, Burt & Watson
West Virginia
$60K +$47 +1 +0.1%
PB
77
Pinnacle Bancorp
Nebraska
$52.9K
1L
78
10Elms LLP
Oklahoma
$46.9K -$516 -11 -1%
T
79
Transce3nd
Texas
$40K
IWM
80
IMG Wealth Management
Florida
$38.4K -$9.66K -206 -20%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$33.4K +$1.74K +37 +5%
Citigroup
82
Citigroup
New York
$29.3K +$29.8K +635 New
AAP
83
Arax Advisory Partners
Colorado
$21.7K +$7.5K +160 +51%
CSB
84
City State Bank
Iowa
$19.7K
MCM
85
MAI Capital Management
Ohio
$17.4K
CI
86
CX Institutional
Indiana
$15K +$14.8K +316 New
MWA
87
Medallion Wealth Advisors
Connecticut
$12.8K
CIAS
88
Capital Investment Advisory Services
North Carolina
$12.5K -$2.77K -59 -18%
DWM
89
Darwin Wealth Management
Florida
$11K
FFWM
90
Future Financial Wealth Management
Ohio
$10.5K
GSWM
91
Golden State Wealth Management
California
$10.4K -$3.8K -81 -26%
FRA
92
Front Row Advisors
California
$10.4K
GIA
93
GHP Investment Advisors
Colorado
$9.24K
RF
94
Roxbury Financial
New Jersey
$7.74K +$141 +3 +2%
CWM
95
Cedar Wealth Management
California
$7.71K
LC
96
Lindbrook Capital
California
$7.71K
JWA
97
JFS Wealth Advisors
Pennsylvania
$7.3K
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$4.16K
BWL
99
Bogart Wealth LLC
Virginia
$3.33K
PA
100
PSI Advisors
Florida
$3.33K

XSLV Hedge Fund Activity: Q1 2025 in Review

113 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2025, worth a combined $127M — down 8.2% from $138M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XSLV and 12 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 24 added.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.09M. The largest seller was Goldman Sachs, cutting an estimated $4.91M.

  • 113 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2025, down from 120 in Q4 2024.
  • Funds reported $127M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 12 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2025 and 18 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2025 was RWA Wealth Partners, an estimated $5.09M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2025 was Goldman Sachs, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2025.