Invesco S&P SmallCap Low Volatility ETF
XSLV
147 hedge funds and large institutions have $251M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 66 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
4% more funds holding
Funds holding: 141 → 147 (+6)
10.98% less ownership
Funds ownership: 59.84% → 48.86% (-11%)
41% less capital invested
Capital invested by funds: $427M → $251M (-$176M)
42% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 66
55% less call options, than puts
Call options by funds: $23.4M | Put options by funds: $52M
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$147M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$20.4M |
| 3 |
AC
Avestar Capital
New York
|
-$7.27M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.27M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$379K | -8,423 | Closed |
|
|
MCC
152
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$14.2K | -317 | Closed |
|
|
USCWA
153
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$11.2K | -250 | Closed |
|
|
SIS
154
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$5.63K | -126 | Closed |
|
|
PIMG
155
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$1.7K | -37 | Closed |
|
|
LWA
156
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$625 | -14 | Closed |
|
157
BlackRock
New York
| – | -$31 | -1 | Closed |
|
|
TRCT
158
Tower Research Capital (TRC)
New York
| – | +$272 | +6 | New |
|
XSLV Hedge Fund Activity: Q1 2023 in Review
147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2023, worth a combined $251M — down 41% from $427M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XSLV positions and 10 closed out — a net gain of 9 holders — while 38 added to existing stakes and 66 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $19M. The largest seller was Invesco, cutting an estimated $147M.
- 147 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2023, up from 141 in Q4 2022.
- Funds reported $251M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2023, down 41% quarter-over-quarter.
- 19 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2023 and 10 closed out, a net change of +9 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2023 was Trilogy Capital, an estimated $19M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2023 was Invesco, an estimated $147M sold.
Based on aggregated 13F filings for Q1 2023.