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Invesco S&P SmallCap Low Volatility ETF

106 hedge funds and large institutions have $129M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $127M → $129M (+$2.27M)

0.58% more ownership

Funds ownership: 45.41%45.99% (+0.58%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

6% less funds holding

Funds holding: 113106 (-7)

16% less call options, than puts

Call options by funds: $50M | Put options by funds: $59.3M

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
35
Reduced
36
Closed
14
Calls
$50M
Puts
$59.3M
Net Calls
-$9.37M
Net Calls Change
-$9.98M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
76
Arax Advisory Partners
Colorado
$21.5K +$90 +2 +0.4%
CSB
77
City State Bank
Iowa
$19.4K
HBW
78
Hazlett, Burt & Watson
West Virginia
$19K -$40.3K -894 -68%
MCM
79
MAI Capital Management
Ohio
$17.2K
CI
80
CX Institutional
Indiana
$14K
MWA
81
Medallion Wealth Advisors
Connecticut
$12.8K
CIAS
82
Capital Investment Advisory Services
North Carolina
$12.3K
FFWM
83
Future Financial Wealth Management
Ohio
$10.4K
FRA
84
Front Row Advisors
California
$10.2K
GIA
85
GHP Investment Advisors
Colorado
$9.11K
GSWM
86
Golden State Wealth Management
California
$8.2K -$2.07K -46 -20%
CWM
87
Cedar Wealth Management
California
$7.61K
RF
88
Roxbury Financial
New Jersey
$7.47K +$45 +1 +0.6%
JWA
89
JFS Wealth Advisors
Pennsylvania
$7.2K
AC
90
AlphaCore Capital
California
$6.83K +$6.75K +150 New
DWM
91
Darwin Wealth Management
Florida
$5.52K -$5K -111 -48%
AAS
92
Ameritas Advisory Services
Nebraska
$5.13K +$5.09K +113 New
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$4.1K
BWL
94
Bogart Wealth LLC
Virginia
$3.3K +$45 +1 +1%
AWM
95
AE Wealth Management
Kansas
$3.23K +$2.16K +48 +209%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$2.08K -$30.5K -677 -94%
William Blair & Company
97
William Blair & Company
Illinois
$1.91K
BTI
98
Blue Trust Inc
Georgia
$1.7K
DFA
99
DHJJ Financial Advisors
Illinois
$1.64K
VWM
100
Vermillion Wealth Management
Minnesota
$1.64K

XSLV Hedge Fund Activity: Q2 2025 in Review

106 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q2 2025, worth a combined $129M — up 1.8% from $127M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XSLV and 8 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $11.1M. The largest seller was Sculati Wealth Management, cutting an estimated $6.02M.

  • 106 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q2 2025, down from 113 in Q1 2025.
  • Funds reported $129M of Invesco S&P SmallCap Low Volatility ETF stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q2 2025 and 14 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q2 2025 was Venturi Wealth Management, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.