Invesco S&P SmallCap Low Volatility ETF
XSLV
138 hedge funds and large institutions have $381M invested in Invesco S&P SmallCap Low Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 14 closing their positions.
3.61% less ownership
Funds ownership: 61.48% → 57.87% (-3.6%)
6% less funds holding
Funds holding: 147 → 138 (-9)
12% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 57
13% less capital invested
Capital invested by funds: $440M → $381M (-$59.2M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
57% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 14
90% less call options, than puts
Call options by funds: $36.4M | Put options by funds: $365M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.71M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.13M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$850K |
| 5 |
AFA
American Financial Advisors
Marietta,
Georgia
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$17.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.26M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$3.43M |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$3.09M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$3.09M |
XSLV Hedge Fund Activity: Q3 2022 in Review
138 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2022, worth a combined $381M — down 13% from $440M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of XSLV and 6 opened new positions — a net loss of 8 holders — while 57 trimmed existing stakes and 50 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.71M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $17.8M sold.
- 138 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2022, down from 147 in Q2 2022.
- Funds reported $381M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2022, down 13% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2022 and 14 closed out, a net change of -8 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2022 was Wealth Enhancement Advisory Services, an estimated $4.71M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2022 was Sowell Financial Services, an estimated $17.8M sold.
Based on aggregated 13F filings for Q3 2022.