Invesco S&P SmallCap Low Volatility ETF
XSLV
62 hedge funds and large institutions have $239M invested in Invesco S&P SmallCap Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
32% more capital invested
Capital invested by funds: $181M → $239M (+$58.3M)
24% more funds holding
Funds holding: 50 → 62 (+12)
6.25% less ownership
Funds ownership: 61.45% → 55.2% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$11.3M |
| 2 |
Morgan Stanley
New York
|
+$6.04M |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$4.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.25M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.35M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.41M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$982K |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$616K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$473K |
XSLV Hedge Fund Activity: Q2 2016 in Review
62 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q2 2016, worth a combined $239M — up 32% from $181M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XSLV positions and 3 closed out — a net gain of 14 holders — while 27 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $11.3M. The largest seller was Invesco, cutting an estimated $2.35M.
- 62 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q2 2016, up from 50 in Q1 2016.
- Funds reported $239M of Invesco S&P SmallCap Low Volatility ETF stock for Q2 2016, up 32% quarter-over-quarter.
- 17 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q2 2016 and 3 closed out, a net change of +14 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q2 2016 was UBS Group, an estimated $11.3M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q2 2016 was Invesco, an estimated $2.35M sold.
Based on aggregated 13F filings for Q2 2016.