Invesco S&P SmallCap Low Volatility ETF
XSLV
116 hedge funds and large institutions have $464M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 14 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 38
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
2% less funds holding
Funds holding: 118 → 116 (-2)
3.71% less ownership
Funds ownership: 44.18% → 40.47% (-3.7%)
9% less capital invested
Capital invested by funds: $510M → $464M (-$46.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
+$22.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.25M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.02M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.95M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$11.3M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$9.39M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$8.54M |
| 5 |
Morgan Stanley
New York
|
-$8.22M |
XSLV Hedge Fund Activity: Q1 2018 in Review
116 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2018, worth a combined $464M — down 9.1% from $510M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of XSLV and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 49 added.
The largest buyer was Kays Financial Advisory, opening a new position worth an estimated $22.1M. The largest seller was Wells Fargo, cutting an estimated $11.9M.
- 116 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2018, down from 118 in Q4 2017.
- Funds reported $464M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2018, down 9.1% quarter-over-quarter.
- 13 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2018 and 14 closed out, a net change of -1 holder.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2018 was Kays Financial Advisory, an estimated $22.1M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2018 was Wells Fargo, an estimated $11.9M sold.
Based on aggregated 13F filings for Q1 2018.