Invesco S&P SmallCap Low Volatility ETF
XSLV
172 hedge funds and large institutions have $861M invested in Invesco S&P SmallCap Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
17% more capital invested
Capital invested by funds: $739M → $861M (+$122M)
15% more funds holding
Funds holding: 150 → 172 (+22)
3.17% more ownership
Funds ownership: 66.14% → 69.31% (+3.2%)
2% less call options, than puts
Call options by funds: $48M | Put options by funds: $49.1M
35% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$70.6M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$4.24M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.94M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.32M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$33M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.89M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.89M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.54M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.42M |
XSLV Hedge Fund Activity: Q4 2021 in Review
172 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2021, worth a combined $861M — up 17% from $739M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new XSLV positions and 8 closed out — a net gain of 25 holders — while 42 added to existing stakes and 65 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $70.6M. The largest seller was Invesco, cutting an estimated $33M.
- 172 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2021, up from 150 in Q3 2021.
- Funds reported $861M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 33 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2021 and 8 closed out, a net change of +25 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2021 was AE Wealth Management, an estimated $70.6M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2021 was Invesco, an estimated $33M sold.
Based on aggregated 13F filings for Q4 2021.