Invesco S&P SmallCap Low Volatility ETF
XSLV
141 hedge funds and large institutions have $427M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
13% more capital invested
Capital invested by funds: $378M → $427M (+$49.1M)
2% more funds holding
Funds holding: 138 → 141 (+3)
2.73% less ownership
Funds ownership: 62.57% → 59.84% (-2.7%)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
75% less call options, than puts
Call options by funds: $28.5M | Put options by funds: $114M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.47M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$4.43M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.52M |
| 4 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$1.74M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$34.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$5.63M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$921K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$749K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$693K |
XSLV Hedge Fund Activity: Q4 2022 in Review
141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2022, worth a combined $427M — up 13% from $378M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XSLV positions and 10 closed out — a net gain of 8 holders — while 46 added to existing stakes and 55 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $9.47M. The largest seller was CFS Investment Advisory Services, cutting an estimated $34.1M.
- 141 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2022, up from 138 in Q3 2022.
- Funds reported $427M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 18 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2022 and 10 closed out, a net change of +8 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2022 was Wealth Enhancement Advisory Services, an estimated $9.47M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $34.1M sold.
Based on aggregated 13F filings for Q4 2022.