XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

206 hedge funds and large institutions have $705M invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-20
Holders Change %
-8.85%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
30
Increased
86
Reduced
71
Closed
45
Calls
$2.49M
Puts
$15.6M
Net Calls
-$13.1M
Net Calls Change
+$18.5M

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
$38M
2
AFA
American Financial Advisors
Georgia
$19.3M
3
Invesco
Invesco
Georgia
$35M
4
AWMS
Advocacy Wealth Management Services
Georgia
$12.1M
5
CA
Crumly & Associates
Illinois
$4.49M

Top Sellers

1
AI
Atria Investments
North Carolina
$0
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$8.16M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$12.3M
4
PFG
Pacific Financial Group
Washington
$0
5
PWS
Paragon Wealth Strategies
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
176
Carroll Financial Associates
North Carolina
$26K +$324 +10 +1%
CFN
177
Cordasco Financial Network
Florida
$23K – – –
CBT
178
Capital Bank & Trust
California
$23K – – –
William Blair & Company
179
William Blair & Company
Illinois
$22K -$65.4K -1,942 -75%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$19K -$67.6K -2,078 -78%
GI
181
Gradient Investments
Minnesota
$17K – – –
BWM
182
Baystate Wealth Management
Massachusetts
$17K +$229 +7 +1%
LS
183
Leelyn Smith
Illinois
$15K -$51.6K -1,605 -77%
FHA
184
Flagship Harbor Advisors
Massachusetts
$15K -$1.36K -40 -8%
PMFA
185
Plante Moran Financial Advisors
Michigan
$13K +$412 +12 +3%
QCG
186
Quadrant Capital Group
Ohio
$11K – – –
RFA
187
Reilly Financial Advisors
California
$10K – – –
JFA
188
JNBA Financial Advisors
Minnesota
$10K – – –
CAL
189
Capital Analysts LLC
Pennsylvania
$10K – – –
FRA
190
Front Row Advisors
California
$8K – – –
BWL
191
Bogart Wealth LLC
Virginia
$7K +$3.28K +102 +88%
RCA
192
Rowland Carmichael Advisors
Arizona
$6K +$5.37K +170 +850%
CFO
193
CVA Family Office
Colorado
$6K +$6K +174 New
Fidelity Investments
194
Fidelity Investments
Massachusetts
$5K -$14.3K -377 -74%
AF
195
Advisornet Financial
Minnesota
$5K +$65 +2 +1%
PA
196
Parallel Advisors
California
$4K -$18.4K -682 -82%
Deutsche Bank
197
Deutsche Bank
Germany
$4K +$4K +106 New
OPS
198
Orion Portfolio Solutions
Nebraska
$3K +$3K +79 New
BlackRock
199
BlackRock
New York
$3K +$3K +98 New
PFBT
200
Parkside Financial Bank & Trust
Missouri
$3K +$3K +100 New
6 7
8
9 10