Invesco S&P SmallCap Low Volatility ETF
XSLV
135 hedge funds and large institutions have $596M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 22 reducing their positions, and 9 closing their positions.
500% more call options, than puts
Call options by funds: $72K | Put options by funds: $12K
227% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 22
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
11% more capital invested
Capital invested by funds: $536M → $596M (+$60.8M)
9% more funds holding
Funds holding: 124 → 135 (+11)
1.02% more ownership
Funds ownership: 40.98% → 42% (+1%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.53M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.24M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.11M |
| 5 |
Morgan Stanley
New York
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$7.27M |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
-$5.94M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.13M |
| 4 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$2.48M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.47M |
XSLV Hedge Fund Activity: Q3 2018 in Review
135 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2018, worth a combined $596M — up 11% from $536M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XSLV positions and 9 closed out — a net gain of 12 holders — while 72 added to existing stakes and 22 trimmed.
The largest buyer was Ameriprise, adding an estimated $15.4M. The largest seller was BB&T Securities, cutting an estimated $7.27M.
- 135 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2018, up from 124 in Q2 2018.
- Funds reported $596M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 21 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2018 and 9 closed out, a net change of +12 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2018 was Ameriprise, an estimated $15.4M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2018 was BB&T Securities, an estimated $7.27M sold.
Based on aggregated 13F filings for Q3 2018.