Invesco S&P SmallCap Low Volatility ETF
XSLV
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.
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: 2 → 2 (0)
0.29% less ownership
Funds ownership: 45.69% → 45.41% (-0.29%)
6% less funds holding
Funds holding: 120 → 113 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$5.09M |
| 2 |
LPL Financial
San Diego,
California
|
+$922K |
| 3 |
Two Sigma Investments
New York
|
+$881K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$674K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$631K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.91M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.79M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.5M |
| 4 |
EH
Equitable Holdings
New York
|
-$1.25M |
| 5 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
126
Two Sigma Securities
New York
| – | -$205K | -4,344 | Closed |
|
|
CAS
127
Coppell Advisory Solutions
Coppell,
Texas
| – | -$14.7K | -314 | Closed |
|
|
EPW
128
Endeavor Private Wealth
Topeka,
Kansas
| – | -$12.6K | -267 | Closed |
|
|
CFGS
129
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$3.08K | -65 | Closed |
|
130
AssetMark Inc
Concord,
California
| – | -$2.13K | -45 | Closed |
|
|
Q1WB
131
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| – | -$850 | -18 | Closed |
|
|
KIM
132
Kestra Investment Management
Austin,
Texas
| – | -$248 | -5 | 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.