XSLV icon

Invesco S&P SmallCap Low Volatility ETF
XSLV

Overview Fund Activity

147 hedge funds and large institutions have $251M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 66 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
66
Closed
10
Calls
$23.4M
Puts
$52M
Net Calls
-$28.6M
Net Calls Change
+$56.8M

Top Buyers

1
TC
1
Trilogy Capital
California
$18.5M
2
AT
2
Arden Trust
Delaware
$10.4M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$3.74M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.6M
5
GVAG
5
Great Valley Advisor Group
Delaware
$4.74M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.96M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$12.1M
3
AC
3
Avestar Capital
New York
$1.76M
4
FTUS
4
Flow Traders U.S.
New York
$261K
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$18.5M 437,357 +419,300 +2,322%
Wells Fargo
2
Wells Fargo
California
$17.2M 404,988 -15,210 -4%
UBS Group
3
UBS Group
Switzerland
$13.2M 312,534 -16,130 -5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.6M 297,388 +39,838 +15%
Morgan Stanley
5
Morgan Stanley
New York
$12.4M 292,447 -2,727 -0.9%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$12.1M 286,386 -450,744 -61%
BCM
7
Brookstone Capital Management
Illinois
$11.9M 284,390 +7,837 +3%
LPL Financial
8
LPL Financial
California
$10.9M 258,162 -3,723 -1%
AT
9
Arden Trust
Delaware
$10.4M 245,445 +245,445 New
Ameriprise
10
Ameriprise
Minnesota
$8.39M 198,034 -7,758 -4%
ACM
11
Armbruster Capital Management
New York
$7.58M 178,874 +3,774 +2%
HNB
12
Huntington National Bank
Ohio
– – – –
Bank of America
13
Bank of America
North Carolina
$6.35M 149,898 -2,441 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.89M 139,041 -4,635 -3%
MMA
15
Miracle Mile Advisors
California
$4.79M 113,037 +1,741 +2%
GVAG
16
Great Valley Advisor Group
Delaware
$4.74M 112,037 +19,871 +22%
Mariner
17
Mariner
Kansas
$4.57M 107,828 +8,745 +9%
PI
18
PFS Investments
Georgia
$4.34M 104,132 +18,587 +22%
WDL
19
Well Done LLC
Michigan
$4.06M 95,751 -1,092 -1%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.74M 88,359 +88,359 New
PMG
21
ProVise Management Group
Florida
$2.89M 68,283 +17,614 +35%
SWM
22
Sculati Wealth Management
Michigan
$2.49M 58,729 +1,201 +2%
LWM
23
Laidlaw Wealth Management
New York
$2.44M 57,707 +309 +0.5%
HI
24
Harbour Investments
Wisconsin
$2.27M 53,524 +2,525 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$2.19M 51,720 -28,311 -35%
1
2 3 4 5