Invesco S&P SmallCap Low Volatility ETF
XSLV
176 hedge funds and large institutions have $933M invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 39 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
121% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 39
7% more funds holding
Funds holding: 164 → 176 (+12)
1% less capital invested
Capital invested by funds: $945M → $933M (-$12.1M)
2.98% less ownership
Funds ownership: 51.97% → 48.99% (-3%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
100% less call options, than puts
Call options by funds: $48K | Put options by funds: $15.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCF
West Coast Financial
Santa Barbara,
California
|
+$14M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.38M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.17M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.65M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$74.5M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$43.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.1M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$5.05M |
XSLV Hedge Fund Activity: Q2 2019 in Review
176 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q2 2019, worth a combined $933M — down 1.3% from $945M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XSLV positions and 9 closed out — a net gain of 16 holders — while 86 added to existing stakes and 39 trimmed.
The largest buyer was West Coast Financial, opening a new position worth an estimated $14M. The largest seller was Horizon Investments, cutting an estimated $74.5M.
- 176 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q2 2019, up from 164 in Q1 2019.
- Funds reported $933M of Invesco S&P SmallCap Low Volatility ETF stock for Q2 2019, down 1.3% quarter-over-quarter.
- 25 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q2 2019 and 9 closed out, a net change of +16 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q2 2019 was West Coast Financial, an estimated $14M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q2 2019 was Horizon Investments, an estimated $74.5M sold.
Based on aggregated 13F filings for Q2 2019.