XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

138 hedge funds and large institutions have $378M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 14 closing their positions.

Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
51
Reduced
56
Closed
14
Calls
$36.4M
Puts
$365M
Net Calls
-$329M
Net Calls Change
-$112M

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$21.4M
2
Wells Fargo
2
Wells Fargo
California
$17.7M
3
UBS Group
3
UBS Group
Switzerland
$13.4M
4
TRCT
4
Tower Research Capital (TRC)
New York
$921K
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$770K

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.18M
3
ACM
3
Ashford Capital Management
Delaware
$0
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Invesco
5
Invesco
Georgia
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$7K 178 – –
LC
127
Lindbrook Capital
California
$7K 167 – –
CWM
128
Cedar Wealth Management
California
$7K 167 – –
PA
129
Parallel Advisors
California
$6K 159 +4 +3%
PA
130
PSI Advisors
Florida
$3K 72 – –
CFD
131
Creative Financial Designs
Indiana
$3K 64 – –
BWL
132
Bogart Wealth LLC
Virginia
$3K 72 – –
HS
133
Horan Securities
United States
$3K 80 – –
PI
134
PFS Investments
Georgia
$2.57K 63,228 -14,935 -19%
EIP
135
Ellis Investment Partners
Pennsylvania
$2K 57 – –
William Blair & Company
136
William Blair & Company
Illinois
$2K 42 – –
LWA
137
Lowe Wealth Advisors
Maryland
$1K 19 +19 New
SFS
138
Sowell Financial Services
Arkansas
– – -582,710 Closed
ACM
139
Ashford Capital Management
Delaware
– – -69,471 Closed
PWAG
140
Polaris Wealth Advisory Group
California
– – -69,315 Closed
SWM
141
Spire Wealth Management
Virginia
– – -18,079 Closed
FAIM
142
Financial Advocates Investment Management
Washington
– – -12,105 Closed
CW
143
CreativeOne Wealth
Kansas
– – -5,050 Closed
SWP
144
Stratos Wealth Partners
Ohio
– – -4,926 Closed
EDRH
145
Edmond de Rothschild Holding
Switzerland
– – -1,831 Closed
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
– – -1,143 Closed
CA
147
CoreCap Advisors
Michigan
– – -440 Closed
COCM
148
Charter Oak Capital Management
New Hampshire
– – -376 Closed
CAL
149
Capital Analysts LLC
Pennsylvania
– – -306 Closed
BFEC
150
Benjamin F. Edwards & Company
Missouri
– – -82 Closed
3 4 5
6
7