XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

150 hedge funds and large institutions have $617M invested in Invesco S&P SmallCap Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 18 closing their positions.

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
37
Increased
56
Reduced
37
Closed
18
Calls
$1.45M
Puts
$58.6M
Net Calls
-$57.2M
Net Calls Change
-$57.2M

Top Buyers

1
EWM
1
Executive Wealth Management
Michigan
$23.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.7M
3
UTC
3
Unified Trust Company
Kentucky
$12.1M
4
Wells Fargo
4
Wells Fargo
California
$39.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.5M

Top Sellers

1
MAP
1
Milestone Advisory Partners
North Carolina
$0
2
PAG
2
Private Advisor Group
New Jersey
$0
3
Bank of America
3
Bank of America
North Carolina
$21.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.5M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$41.4M 972,010 +12,701 +1%
Wells Fargo
2
Wells Fargo
California
$39.9M 935,884 +254,506 +37%
Ameriprise
3
Ameriprise
Minnesota
$39.9M 936,384 -46,712 -5%
Morgan Stanley
4
Morgan Stanley
New York
$32.5M 762,662 -59,396 -7%
UBS Group
5
UBS Group
Switzerland
$31.7M 743,259 +28,568 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$27.7M 648,934 +417,523 +180%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$26.2M 615,324 +66,908 +12%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$25.1M 550,184 +7,319 +1%
EWM
9
Executive Wealth Management
Michigan
$23.8M 557,322 +557,322 New
AI
10
Atria Investments
North Carolina
$22.3M 522,290 +161,232 +45%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$21.9M 513,050 -17,141 -3%
LPL Financial
12
LPL Financial
California
$21.5M 504,599 +85,783 +20%
Bank of America
13
Bank of America
North Carolina
$21.5M 503,144 -61,807 -11%
RJA
14
Raymond James & Associates
Florida
$20.9M 490,348 -9,196 -2%
KFA
15
Kays Financial Advisory
Georgia
$19.6M 459,219 +8,901 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$16.3M 382,577 +11,225 +3%
UTC
17
Unified Trust Company
Kentucky
$12.1M 283,630 +283,630 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$11.5M 269,085 +185,556 +222%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.17M 191,602 +81,587 +74%
SWM
20
Sequoia Wealth Management
Illinois
$7.96M 186,760 +7,050 +4%
PI
21
PFS Investments
Georgia
$7.94M 179,623 -2,011 -1%
BCM
22
Brookstone Capital Management
Illinois
$7.37M 172,883 +83,335 +93%
CI
23
CX Institutional
Indiana
$7M 164,199 +42,458 +35%
AG
24
Advisor Group
Arizona
$6.75M 158,268 +36,323 +30%
HNB
25
Huntington National Bank
Ohio
– – – –
1
2 3 4 5