Invesco S&P SmallCap Low Volatility ETF
XSLV
118 hedge funds and large institutions have $510M invested in Invesco S&P SmallCap Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 8 closing their positions.
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
79% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 28
24% more funds holding
Funds holding: 95 → 118 (+23)
15% more capital invested
Capital invested by funds: $443M → $510M (+$67.6M)
0.84% more ownership
Funds ownership: 43.34% → 44.18% (+0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14.9M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$7.99M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.27M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.36M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.01M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$2.72M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.45M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.09M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.69M |
XSLV Hedge Fund Activity: Q4 2017 in Review
118 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2017, worth a combined $510M — up 15% from $443M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new XSLV positions and 8 closed out — a net gain of 23 holders — while 50 added to existing stakes and 28 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $14.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.01M.
- 118 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2017, up from 95 in Q3 2017.
- Funds reported $510M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2017, up 15% quarter-over-quarter.
- 31 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2017 and 8 closed out, a net change of +23 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $14.9M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $3.01M sold.
Based on aggregated 13F filings for Q4 2017.