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Invesco S&P SmallCap Low Volatility ETF

106 hedge funds and large institutions have $129M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $127M → $129M (+$2.27M)

0.58% more ownership

Funds ownership: 45.41%45.99% (+0.58%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

6% less funds holding

Funds holding: 113106 (-7)

16% less call options, than puts

Call options by funds: $50M | Put options by funds: $59.3M

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
35
Reduced
36
Closed
14
Calls
$50M
Puts
$59.3M
Net Calls
-$9.37M
Net Calls Change
-$9.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$1.27K +$1.26K +28 New
LFG
102
Larson Financial Group
Missouri
$957
AF
103
Allworth Financial
California
$866
SIS
104
Sound Income Strategies
Florida
$547 -$1.44K -32 -73%
SS
105
Sunbelt Securities
Texas
$257
HNB
106
Huntington National Bank
Ohio
$94
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$46
RWP
108
RWA Wealth Partners
Massachusetts
-$5.01M -108,521 Closed
EH
109
Equitable Holdings
New York
-$436K -9,435 Closed
MML Investors Services
110
MML Investors Services
Massachusetts
-$365K -7,906 Closed
HF
111
HRT Financial
New York
-$357K -7,746 Closed
GS
112
GWN Securities
Florida
-$291K -6,387 Closed
LT
113
Legacy Trust
Michigan
-$257K -5,570 Closed
Jane Street
114
Jane Street
New York
-$211K -4,577 Closed
SEP
115
Southland Equity Partners
Missouri
-$206K -4,462 Closed
PB
116
Pinnacle Bancorp
Nebraska
-$52.9K -1,145 Closed
Citigroup
117
Citigroup
New York
-$29.3K -635 Closed
PA
118
PSI Advisors
Florida
-$3.33K -72 Closed
SWM
119
Spire Wealth Management
Virginia
-$739 -16 Closed
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
-$601 -13 Closed
JP Morgan Chase
121
JP Morgan Chase
New York
-$46 -1 Closed

XSLV Hedge Fund Activity: Q2 2025 in Review

106 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q2 2025, worth a combined $129M — up 1.8% from $127M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XSLV and 8 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $11.1M. The largest seller was Sculati Wealth Management, cutting an estimated $6.02M.

  • 106 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q2 2025, down from 113 in Q1 2025.
  • Funds reported $129M of Invesco S&P SmallCap Low Volatility ETF stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q2 2025 and 14 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q2 2025 was Venturi Wealth Management, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.