XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

164 hedge funds and large institutions have $944M invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
28
Increased
76
Reduced
34
Closed
13
Calls
$5.55M
Puts
$2.51M
Net Calls
+$3.04M
Net Calls Change
+$60.2M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$73.9M
2
PI
PFS Investments
Georgia
+$46.7M
3
Ameriprise
Ameriprise
Minnesota
+$20M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.3M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$14.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$6.72M
2
Invesco
Invesco
Georgia
-$3.98M
3
RJA
Raymond James & Associates
Florida
-$3.92M
4
FFA
Fragasso Financial Advisors
Pennsylvania
-$1.61M
5
NFG
Next Financial Group
Texas
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
151
WealthBridge Capital Management
Ohio
$11K +$11K +221 New
CFD
152
Creative Financial Designs
Indiana
$10K -$330K -6,704 -97%
WP
153
WealthShield Partners
North Carolina
$9K – – –
CF
154
Centaurus Financial
California
$5.44K +$1.56K +73 +40%
CFA
155
Carroll Financial Associates
North Carolina
$5K – – –
BWL
156
Bogart Wealth LLC
Virginia
$5K – – –
CFGS
157
Concourse Financial Group Securities
Alabama
$4K +$4K +100 New
CIAS
158
Capital Investment Advisory Services
North Carolina
$3K -$28.8K -623 -91%
VFA
159
Valeo Financial Advisors
Indiana
$2K – – –
CTC
160
Central Trust Company
Missouri
$2K – – –
RCA
161
Rowland Carmichael Advisors
Arizona
$1K – – –
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$357 +5 +56%
MAU
163
MRA Associates USA
Arizona
$94 – – –
WIM
164
Waverton Investment Management
United Kingdom
– -$835K -36,600 Closed
Goldman Sachs
165
Goldman Sachs
New York
– -$582K -13,646 Closed
CC
166
Claybrook Capital
Massachusetts
– -$433K -10,144 Closed
Renaissance Technologies
167
Renaissance Technologies
New York
– -$264K -6,200 Closed
BAM
168
Belpointe Asset Management
Nevada
– -$160K -3,750 Closed
RCAG
169
Rehmann Capital Advisory Group
Michigan
– -$91.8K -2,152 Closed
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
– -$85.3K -2,000 Closed
RCG
171
Ruggie Capital Group
Florida
– -$29K -671 Closed
RWA
172
River Wealth Advisors
Pennsylvania
– -$23K -550 Closed
W
173
WealthOne
New York
– -$19K -450 Closed
CA
174
Claro Advisors
Massachusetts
– -$7K -136 Closed
HI
175
Human Investing
Oregon
– -$1K -17 Closed
3 4 5 6
7