XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

172 hedge funds and large institutions have $579M invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 51 closing their positions.

Holders
172
Holders Change
-34
Holders Change %
-16.5%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
18
Increased
58
Reduced
76
Closed
51
Calls
$16.9M
Puts
$26.7M
Net Calls
-$9.82M
Net Calls Change
+$3.28M

Top Buyers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$49.3M
2
SW
2
SlateStone Wealth
Florida
$10.1M
3
PI
3
PFS Investments
Georgia
$13M
4
Invesco
4
Invesco
Georgia
$41.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.66M
2
Wells Fargo
2
Wells Fargo
California
$20.8M
3
Ameriprise
3
Ameriprise
Minnesota
$37.6M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.29M
5
EWM
5
Executive Wealth Management
Michigan
$453K
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
101
Partnervest Advisory Services
California
$439K 12,971 -689 -5%
FTS
102
Fifth Third Securities
Ohio
$432K 12,762 +12,762 New
GVAG
103
Great Valley Advisor Group
Delaware
$412K 12,153 -19,053 -61%
OIA
104
OneDigital Investment Advisors
Kansas
$362K 10,691 +10,691 New
PA
105
PSI Advisors
Florida
$361K 10,664 -48 -0.4%
MAFM
106
Mid Atlantic Financial Management
Pennsylvania
$343K 10,123 -393 -4%
GWM
107
Geneos Wealth Management
Colorado
$338K 10,521 -2,535 -19%
WWM
108
Western Wealth Management
Colorado
$332K 9,810 -2,089 -18%
WI
109
WBI Investments
New Jersey
$332K 9,798 +2,594 +36%
CC
110
Courier Capital
New York
$326K 9,751 -2,644 -21%
SW
111
SteelPeak Wealth
California
$318K 9,386 +1,848 +25%
CBFP
112
Cedar Brook Financial Partners
Ohio
$314K 9,287 -4,925 -35%
SPIA
113
Steward Partners Investment Advisory
New York
$307K 9,073 +5,552 +158%
SDWMA
114
Schneider Downs Wealth Management Advisors
Pennsylvania
$303K 8,952 +905 +11%
FAAS
115
First Allied Advisory Services
California
$290K 8,578 -51,736 -86%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$289K 8,529 +8,529 New
LFAS
117
Level Four Advisory Services
Texas
$273K 8,005 +34 +0.4%
SPC
118
Sigma Planning Corp
Michigan
$265K 7,829 +65 +0.8%
UCFA
119
United Capital Financial Advisors
Texas
$243K 7,182 -3,403 -32%
Citigroup
120
Citigroup
New York
$239K 7,060 -2,008 -22%
FHC
121
First Heartland Consultants
Missouri
$236K 6,983 -49,172 -88%
DWM
122
Darwin Wealth Management
Florida
$228K 6,759 -1,838 -21%
M&T Bank
123
M&T Bank
New York
$227K 6,702 +6,702 New
APWM
124
Atlas Private Wealth Management
New York
$215K 6,361 – –
FHA
125
First Horizon Advisors
Tennessee
$214K 6,339 +3,962 +167%
3 4
5
6 7