Invesco S&P SmallCap Low Volatility ETF
XSLV
105 hedge funds and large institutions have $108M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 8 closing their positions.
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less funds holding
Funds holding: 106 → 105 (-1)
2.86% less ownership
Funds ownership: 45.99% → 43.12% (-2.9%)
16% less capital invested
Capital invested by funds: $129M → $108M (-$20.9M)
49% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 45
54% less call options, than puts
Call options by funds: $35.1M | Put options by funds: $75.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$845K |
| 2 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$665K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$575K |
| 4 |
HF
HRT Financial
New York
|
+$479K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$11.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.73M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.84M |
| 4 |
SWM
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
-$1.61M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
101
Sound Income Strategies
Ft Lauderdale,
Florida
| $546 | – | – | – |
|
|
AWM
102
AE Wealth Management
Topeka,
Kansas
| $463 | -$2.83K | -61 | -86% |
|
|
SS
103
Sunbelt Securities
Houston,
Texas
| $255 | +$46 | +1 | +20% |
|
|
HNB
104
Huntington National Bank
Columbus,
Ohio
| $94 | – | – | – |
|
|
OSAM
105
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $46 | – | – | – |
|
|
RF
106
Roxbury Financial
Mount Arlington,
New Jersey
| $43 | -$7.57K | -163 | -99% |
|
|
VWM
107
Venturi Wealth Management
Austin,
Texas
| – | -$11.2M | -245,703 | Closed |
|
108
Citadel Advisors
Miami,
Florida
| – | -$766K | -16,808 | Closed |
|
|
AWM
109
Accel Wealth Management
Waverly,
Iowa
| – | -$304K | -6,678 | Closed |
|
|
SA
110
Sovran Advisors
San Diego,
California
| – | -$246K | -5,314 | Closed |
|
|
RI
111
Ridgewood Investments
Springfield,
New Jersey
| – | -$131K | -2,866 | Closed |
|
|
T
112
Transce3nd
Kyle,
Texas
| – | -$37.6K | -825 | Closed |
|
|
AAP
113
Arax Advisory Partners
Denver,
Colorado
| – | -$21.5K | -473 | Closed |
|
|
AAS
114
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$5.13K | -113 | Closed |
|
XSLV Hedge Fund Activity: Q3 2025 in Review
105 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2025, worth a combined $108M — down 16% from $129M a quarter earlier.
Fund positioning in XSLV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 45 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $845K. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $11.2M sold.
- 105 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2025, down from 106 in Q2 2025.
- Funds reported $108M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2025, down 16% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $845K added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2025 was Venturi Wealth Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q3 2025.