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Invesco S&P SmallCap Low Volatility ETF

105 hedge funds and large institutions have $108M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 106105 (-1)

2.86% less ownership

Funds ownership: 45.99%43.12% (-2.9%)

16% less capital invested

Capital invested by funds: $129M → $108M (-$20.9M)

49% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 45

54% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $75.6M

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
45
Closed
8
Calls
$35.1M
Puts
$75.6M
Net Calls
-$40.5M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
MAI Capital Management
Ohio
$17.5K
CI
77
CX Institutional
Indiana
$15K +$93 +2 +0.6%
LFG
78
Larson Financial Group
Missouri
$14.8K +$13.8K +298 +1,419%
MWA
79
Medallion Wealth Advisors
Connecticut
$12.8K
RFP
80
Root Financial Partners
California
$12.5K +$12.5K +270 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$12.5K
FFWM
82
Future Financial Wealth Management
Ohio
$10.6K
FRA
83
Front Row Advisors
California
$10.4K
GIA
84
GHP Investment Advisors
Colorado
$9.26K
GSWM
85
Golden State Wealth Management
California
$8.29K -$46 -1 -0.6%
CWM
86
Cedar Wealth Management
California
$7.73K
JWA
87
JFS Wealth Advisors
Pennsylvania
$7.32K
AC
88
AlphaCore Capital
California
$6.95K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$6.04K +$3.9K +84 +183%
DWM
90
Darwin Wealth Management
Florida
$5.31K -$325 -7 -6%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$4.17K
BWL
92
Bogart Wealth LLC
Virginia
$3.38K
PPA
93
Painted Porch Advisors
California
$2.24K -$90.9K -1,956 -98%
William Blair & Company
94
William Blair & Company
Illinois
$1.95K
BTI
95
Blue Trust Inc
Georgia
$1.74K +$46 +1 +3%
VWM
96
Vermillion Wealth Management
Minnesota
$1.68K
DFA
97
DHJJ Financial Advisors
Illinois
$1.67K
Russell Investments Group
98
Russell Investments Group
United Kingdom
$1.3K
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$1.12K +$1.11K +24 New
AF
100
Allworth Financial
California
$880

XSLV Hedge Fund Activity: Q3 2025 in Review

105 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2025, worth a combined $108M — down 16% from $129M a quarter earlier.

Fund positioning in XSLV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 45 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $845K. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $11.2M sold.

  • 105 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2025, down from 106 in Q2 2025.
  • Funds reported $108M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2025, down 16% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $845K added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2025 was Venturi Wealth Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.