Invesco S&P SmallCap Low Volatility ETF
XSLV
14 hedge funds and large institutions have $14.8M invested in Invesco S&P SmallCap Low Volatility ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
42% more capital inflows, than outflows
Capital inflows: $4.85M | Capital outflows: $3.42M
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
8% more funds holding
Funds holding: 13 → 14 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.48M |
| 2 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$1.4M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
+$326K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$296K |
| 5 |
Axa
Paris,
France
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.01M |
| 3 |
National Planning Corporation
El Segundo,
California
|
-$836K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$345K |
| 5 |
Morgan Stanley
New York
|
-$18.5K |
XSLV Hedge Fund Activity: Q4 2013 in Review
14 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2013, worth a combined $14.8M — up 20% from $12.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XSLV positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.48M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.2M sold.
- 14 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2013, up from 13 in Q3 2013.
- Funds reported $14.8M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2013, up 20% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2013 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2013 was LPL Financial, an estimated $2.48M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2013 was Susquehanna International Group, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2013.