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Invesco S&P SmallCap Low Volatility ETF
XSLV

120 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 25 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $16.3M

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

8% more funds holding

Funds holding: 111 → 120 (+9)

0.48% more ownership

Funds ownership: 45.22% → 45.69% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $149M → $138M (-$10.7M)

35% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 40

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% 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
25
Increased
26
Reduced
40
Closed
13
Calls
$43.9M
Puts
$16.3M
Net Calls
+$27.5M
Net Calls Change
+$36.3M

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$6.38M
2
Goldman Sachs
Goldman Sachs
New York
+$3.47M
3
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.1M
4
VF
Virtu Financial
New York
+$947K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$871K

Top Sellers

Rank Fund Capital Flow
1
PPA
Painted Porch Advisors
California
-$9.85M
2
RWP
RWA Wealth Partners
Massachusetts
-$5.78M
3
Wells Fargo
Wells Fargo
California
-$1.87M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.46M
5
Citadel Advisors
Citadel Advisors
Florida
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
101
Lindbrook Capital
California
$7.89K – – –
CWM
102
Cedar Wealth Management
California
$7.89K – – –
JWA
103
JFS Wealth Advisors
Pennsylvania
$7.46K – – –
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$4.25K – – –
BWL
105
Bogart Wealth LLC
Virginia
$3.4K – – –
PA
106
PSI Advisors
Florida
$3.4K – – –
CFGS
107
Concourse Financial Group Securities
Alabama
$3.08K – – –
FFA
108
Farther Finance Advisors
California
$2.79K – – –
AssetMark Inc
109
AssetMark Inc
California
$2.13K +$2.2K +45 New
William Blair & Company
110
William Blair & Company
Illinois
$1.98K – – –
DFA
111
DHJJ Financial Advisors
Illinois
$1.7K – – –
VWM
112
Vermillion Wealth Management
Minnesota
$1.69K +$1.76K +36 New
AWM
113
AE Wealth Management
Kansas
$1.09K +$1.12K +23 New
LFG
114
Larson Financial Group
Missouri
$992 – – –
AF
115
Allworth Financial
California
$902 – – –
Q1WB
116
Quest 10 Wealth Builders
Virginia
$850 +$879 +18 New
LWANC
117
Laurel Wealth Advisors (North Carolina)
North Carolina
$614 – – –
SS
118
Sunbelt Securities
Texas
$255 – – –
KIM
119
Kestra Investment Management
Texas
$248 +$244 +5 New
HNB
120
Huntington National Bank
Ohio
$95 – – –
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$47 – – –
RWP
122
RWA Wealth Partners
Massachusetts
– -$5.78M -120,060 Closed
Citadel Advisors
123
Citadel Advisors
Florida
– -$681K -14,151 Closed
Two Sigma Advisers
124
Two Sigma Advisers
New York
– -$380K -7,900 Closed
AWS
125
Atria Wealth Solutions
New York
– -$259K -5,382 Closed
2 3 4
5
6

XSLV Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2024, worth a combined $138M — down 7.2% from $149M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XSLV positions and 13 closed out — a net gain of 12 holders — while 26 added to existing stakes and 40 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $6.38M. The largest seller was Painted Porch Advisors, cutting an estimated $9.85M.

  • 120 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $138M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 25 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2024 was Sequoia Financial Advisors, an estimated $6.38M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2024 was Painted Porch Advisors, an estimated $9.85M sold.

Based on aggregated 13F filings for Q4 2024.