Invesco S&P SmallCap Low Volatility ETF
XSLV
150 hedge funds and large institutions have $617M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 18 closing their positions.
106% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 18
51% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 37
12% more funds holding
Funds holding: 134 → 150 (+16)
5.39% more ownership
Funds ownership: 41.8% → 47.19% (+5.4%)
4% more capital invested
Capital invested by funds: $594M → $617M (+$23M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
98% less call options, than puts
Call options by funds: $1.45M | Put options by funds: $58.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$19.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.56M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$7.44M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$5.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$7.23M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.85M |
| 4 |
Morgan Stanley
New York
|
-$2.74M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$2.47M |
XSLV Hedge Fund Activity: Q4 2018 in Review
150 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2018, worth a combined $617M — up 3.9% from $594M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new XSLV positions and 18 closed out — a net gain of 19 holders — while 56 added to existing stakes and 37 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $19.3M. The largest seller was Milestone Advisory Partners, exiting entirely with an estimated $7.23M sold.
- 150 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2018, up from 134 in Q3 2018.
- Funds reported $617M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2018, up 3.9% quarter-over-quarter.
- 37 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2018 and 18 closed out, a net change of +19 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $19.3M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2018 was Milestone Advisory Partners, an estimated $7.23M sold.
Based on aggregated 13F filings for Q4 2018.