XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

33 hedge funds and large institutions have $28.2M invested in Invesco S&P SmallCap Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.99M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$5.49M
3
EC
3
Estate Counselors
Wisconsin
$797K
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$530K
5
VFS
5
VSR Financial Services
Kansas
$457K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.75M
3
HF
3
Hoxton Financial
West Virginia
$154K
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$0
5
DADC
5
D.A. Davidson & Co
Montana
$29K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.75M 208,446 -1,871 -0.9%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$5.49M 162,787 +29,113 +22%
UBS Group
3
UBS Group
Switzerland
$1.99M 61,558 +54,143 +730%
Goldman Sachs
4
Goldman Sachs
New York
$1.83M 56,530 -60 -0.1%
Invesco
5
Invesco
Georgia
$1.44M 44,627 +10,167 +30%
LPL Financial
6
LPL Financial
California
$1.31M 39,731 +8,048 +25%
Bank of America
7
Bank of America
North Carolina
$1.3M 40,241 +882 +2%
Ameriprise
8
Ameriprise
Minnesota
$1.19M 36,833 +5,726 +18%
EC
9
Estate Counselors
Wisconsin
$797K 24,650 +24,650 New
HNB
10
Huntington National Bank
Ohio
– – – –
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$722K 22,348 +281 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$721K 22,268 +862 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$692K 21,376 +607 +3%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$530K 16,394 +16,394 New
Stifel Financial
15
Stifel Financial
Missouri
$481K 14,858 +1,642 +12%
VFS
16
VSR Financial Services
Kansas
$457K 14,133 +14,133 New
VF
17
Virtu Financial
New York
$450K 13,900 +13,900 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$280K 8,645 +8,645 New
Brown Advisory
19
Brown Advisory
Maryland
$237K 7,338 +7,338 New
AI
20
Atria Investments
North Carolina
$236K 7,285 +272 +4%
Axa
21
Axa
France
$172K 5,320 -320 -6%
HF
22
Hoxton Financial
West Virginia
$154K 4,755 -807 -15%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$92K 2,849 +2,849 New
DADC
24
D.A. Davidson & Co
Montana
$29K 900 -400 -31%
AIG
25
American International Group
New York
$23K 710 -75 -10%
1
2