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Invesco S&P SmallCap Low Volatility ETF

113 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $18.2M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 45.69%45.41% (-0.29%)

6% less funds holding

Funds holding: 120113 (-7)

8% less capital invested

Capital invested by funds: $138M → $127M (-$11.3M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
43
Closed
18
Calls
$18.8M
Puts
$18.2M
Net Calls
+$616K
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
101
Sound Income Strategies
Florida
$2.03K +$2.06K +44 New
William Blair & Company
102
William Blair & Company
Illinois
$1.94K
BTI
103
Blue Trust Inc
Georgia
$1.71K +$1.74K +37 New
DFA
104
DHJJ Financial Advisors
Illinois
$1.66K
VWM
105
Vermillion Wealth Management
Minnesota
$1.65K
AWM
106
AE Wealth Management
Kansas
$1.06K
LFG
107
Larson Financial Group
Missouri
$970
AF
108
Allworth Financial
California
$845
SWM
109
Spire Wealth Management
Virginia
$739 +$750 +16 New
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$601
SS
111
Sunbelt Securities
Texas
$251
HNB
112
Huntington National Bank
Ohio
$94
JP Morgan Chase
113
JP Morgan Chase
New York
$46 -$28.4K -605 -100%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$46
LWM
115
Laidlaw Wealth Management
New York
-$1.12M -23,765 Closed
VF
116
Virtu Financial
New York
-$916K -19,386 Closed
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
-$843K -17,849 Closed
FTUS
118
Flow Traders U.S.
New York
-$678K -14,365 Closed
MMA
119
Miracle Mile Advisors
California
-$279K -5,899 Closed
SA
120
Sanctuary Advisors
Indiana
-$247K -5,163 Closed
BAM
121
Belpointe Asset Management
Nevada
-$229K -4,741 Closed
PA
122
Procyon Advisors
Connecticut
-$219K -4,642 Closed
WSFS
123
Wilmington Savings Fund Society
Delaware
-$216K -4,572 Closed
HIS
124
Harvest Investment Services
Illinois
-$214K -4,527 Closed
PSF
125
Pacific Sun Financial
California
-$205K -4,345 Closed

XSLV Hedge Fund Activity: Q1 2025 in Review

113 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2025, worth a combined $127M — down 8.2% from $138M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XSLV and 12 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 24 added.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.09M. The largest seller was Goldman Sachs, cutting an estimated $4.91M.

  • 113 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2025, down from 120 in Q4 2024.
  • Funds reported $127M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 12 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2025 and 18 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2025 was RWA Wealth Partners, an estimated $5.09M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2025 was Goldman Sachs, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2025.