Invesco S&P SmallCap Low Volatility ETF
XSLV
166 hedge funds and large institutions have $1.08B invested in Invesco S&P SmallCap Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 79 reducing their positions, and 27 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
18% more capital invested
Capital invested by funds: $916M → $1.08B (+$167M)
7.89% more ownership
Funds ownership: 63.56% → 71.46% (+7.9%)
4% more funds holding
Funds holding: 160 → 166 (+6)
54% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 79
66% less call options, than puts
Call options by funds: $28.2M | Put options by funds: $82.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$30.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$30.3M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$9.53M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.71M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$27.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$8.17M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.5M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$6.43M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$5.48M |
XSLV Hedge Fund Activity: Q4 2020 in Review
166 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2020, worth a combined $1.08B — up 18% from $916M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new XSLV positions and 27 closed out — a net gain of 10 holders — while 36 added to existing stakes and 79 trimmed.
The largest buyer was Simplicity Solutions, opening a new position worth an estimated $30.5M. The largest seller was Invesco, cutting an estimated $27.8M.
- 166 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2020, up from 160 in Q3 2020.
- Funds reported $1.08B of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2020, up 18% quarter-over-quarter.
- 37 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2020 and 27 closed out, a net change of +10 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2020 was Simplicity Solutions, an estimated $30.5M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2020 was Invesco, an estimated $27.8M sold.
Based on aggregated 13F filings for Q4 2020.