Invesco S&P SmallCap Low Volatility ETF
XSLV
23 hedge funds and large institutions have $27.7M invested in Invesco S&P SmallCap Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 0 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
28% more funds holding
Funds holding: 18 → 23 (+5)
26% more capital invested
Capital invested by funds: $22M → $27.7M (+$5.72M)
1.53% more ownership
Funds ownership: 49.46% → 50.99% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.06M |
| 2 |
VF
Virtu Financial
New York
|
+$1.99M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$506K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$407K |
| 5 |
Morgan Stanley
New York
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$541K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$510K |
| 3 |
LPL Financial
San Diego,
California
|
-$399K |
| 4 |
JP Morgan Chase
New York
|
-$321K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$53.4K |
XSLV Hedge Fund Activity: Q2 2014 in Review
23 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q2 2014, worth a combined $27.7M — up 26% from $22M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XSLV positions and 0 closed out — a net gain of 5 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $3.06M. The largest seller was Royal Bank of Canada, cutting an estimated $541K.
- 23 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q2 2014, up from 18 in Q1 2014.
- Funds reported $27.7M of Invesco S&P SmallCap Low Volatility ETF stock for Q2 2014, up 26% quarter-over-quarter.
- 5 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q2 2014 and 0 closed out, a net change of +5 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q2 2014 was Raymond James Financial Services Advisors, an estimated $3.06M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q2 2014 was Royal Bank of Canada, an estimated $541K sold.
Based on aggregated 13F filings for Q2 2014.