Invesco S&P SmallCap Low Volatility ETF
XSLV
161 hedge funds and large institutions have $695M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 23 closing their positions.
2.84% less ownership
Funds ownership: 69.31% → 66.47% (-2.8%)
6% less funds holding
Funds holding: 172 → 161 (-11)
16% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 63
19% less capital invested
Capital invested by funds: $861M → $695M (-$166M)
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
74% less call options, than puts
Call options by funds: $33.3M | Put options by funds: $128M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.2M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.43M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$866K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$747K |
| 5 |
Rockefeller Capital Management
New York
|
+$712K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$68.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$16.9M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$4.44M |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$4.44M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.24M |
XSLV Hedge Fund Activity: Q1 2022 in Review
161 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2022, worth a combined $695M — down 19% from $861M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of XSLV and 17 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 53 added.
The largest buyer was Citadel Advisors, adding an estimated $3.2M. The largest seller was AE Wealth Management, cutting an estimated $68.8M.
- 161 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2022, down from 172 in Q4 2021.
- Funds reported $695M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2022, down 19% quarter-over-quarter.
- 17 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2022 and 23 closed out, a net change of -6 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2022 was Citadel Advisors, an estimated $3.2M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2022 was AE Wealth Management, an estimated $68.8M sold.
Based on aggregated 13F filings for Q1 2022.