Invesco S&P SmallCap Low Volatility ETF
XSLV
182 hedge funds and large institutions have $1.01B invested in Invesco S&P SmallCap Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 36 reducing their positions, and 17 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 36
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
9% more capital invested
Capital invested by funds: $933M → $1.01B (+$80.7M)
3% more funds holding
Funds holding: 176 → 182 (+6)
2.13% less ownership
Funds ownership: 48.99% → 46.86% (-2.1%)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
98% less call options, than puts
Call options by funds: $351K | Put options by funds: $18.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.33M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$7.79M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.37M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$10.1M |
| 2 |
SWM
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
-$9.66M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$5.85M |
| 4 |
Goldman Sachs
New York
|
-$3.96M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$3.72M |
XSLV Hedge Fund Activity: Q3 2019 in Review
182 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2019, worth a combined $1.01B — up 8.7% from $933M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new XSLV positions and 17 closed out — a net gain of 7 holders — while 96 added to existing stakes and 36 trimmed.
The largest buyer was Ameriprise, adding an estimated $12.7M. The largest seller was Kays Financial Advisory, cutting an estimated $10.1M.
- 182 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2019, up from 176 in Q2 2019.
- Funds reported $1.01B of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2019, up 8.7% quarter-over-quarter.
- 24 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2019 and 17 closed out, a net change of +7 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2019 was Ameriprise, an estimated $12.7M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2019 was Kays Financial Advisory, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2019.