XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

119 hedge funds and large institutions have $138M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
26
Reduced
40
Closed
13
Calls
$43.9M
Puts
$16.3M
Net Calls
+$27.5M
Net Calls Change
+$36.3M

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$6.17M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.35M
3
Raymond James Financial
3
Raymond James Financial
Florida
$1.16M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$1.06M
5
VF
5
Virtu Financial
New York
$916K

Top Sellers

1
PPA
1
Painted Porch Advisors
California
$732K
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$6.31M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$826K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
101
Cedar Wealth Management
California
$7.89K 167 – –
JWA
102
JFS Wealth Advisors
Pennsylvania
$7.46K 158 – –
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$4.25K 90 – –
PA
104
PSI Advisors
Florida
$3.4K 72 – –
BWL
105
Bogart Wealth LLC
Virginia
$3.4K 72 – –
CFGS
106
Concourse Financial Group Securities
Alabama
$3.08K 65 – –
FFA
107
Farther Finance Advisors
California
$2.79K 59 – –
AssetMark Inc
108
AssetMark Inc
California
$2.13K 45 +45 New
William Blair & Company
109
William Blair & Company
Illinois
$1.98K 42 – –
DFA
110
DHJJ Financial Advisors
Illinois
$1.7K 36 – –
VWM
111
Vermillion Wealth Management
Minnesota
$1.69K 36 +36 New
AWM
112
AE Wealth Management
Kansas
$1.09K 23 +23 New
LFG
113
Larson Financial Group
Missouri
$992 21 – –
AF
114
Allworth Financial
California
$902 19 – –
Q1WB
115
Quest 10 Wealth Builders
Virginia
$850 18 +18 New
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$614 13 – –
SS
117
Sunbelt Securities
Texas
$255 5 – –
KIM
118
Kestra Investment Management
Texas
$248 5 +5 New
HNB
119
Huntington National Bank
Ohio
– – – –
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$47 1 – –
RWP
121
RWA Wealth Partners
Massachusetts
– – -120,060 Closed
Citadel Advisors
122
Citadel Advisors
Florida
– – -14,151 Closed
Two Sigma Advisers
123
Two Sigma Advisers
New York
– – -7,900 Closed
AWS
124
Atria Wealth Solutions
New York
– – -5,382 Closed
SCM
125
Sage Capital Management
New Jersey
– – -4,442 Closed
2 3 4
5
6