Invesco S&P SmallCap Low Volatility ETF
XSLV
164 hedge funds and large institutions have $944M invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 34 reducing their positions, and 14 closing their positions.
124% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 34
121% more call options, than puts
Call options by funds: $5.55M | Put options by funds: $2.51M
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
53% more capital invested
Capital invested by funds: $618M → $944M (+$327M)
9% more funds holding
Funds holding: 151 → 164 (+13)
4.69% more ownership
Funds ownership: 47.27% → 51.96% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$73.1M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$46.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.1M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.94M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.88M |
| 3 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$1.59M |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$1.25M |
| 5 |
AFNAS
American Financial Network Advisory Services
Calabasas,
California
|
-$1.18M |
XSLV Hedge Fund Activity: Q1 2019 in Review
164 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2019, worth a combined $944M — up 53% from $618M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new XSLV positions and 14 closed out — a net gain of 14 holders — while 76 added to existing stakes and 34 trimmed.
The largest buyer was Horizon Investments, adding an estimated $73.1M. The largest seller was Invesco, cutting an estimated $3.94M.
- 164 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2019, up from 151 in Q4 2018.
- Funds reported $944M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2019, up 53% quarter-over-quarter.
- 28 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2019 and 14 closed out, a net change of +14 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2019 was Horizon Investments, an estimated $73.1M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2019 was Invesco, an estimated $3.94M sold.
Based on aggregated 13F filings for Q1 2019.