Invesco S&P SmallCap Low Volatility ETF
XSLV
133 hedge funds and large institutions have $177M invested in Invesco S&P SmallCap Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 16 closing their positions.
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
2% more funds holding
Funds holding: 131 → 133 (+2)
2% less ownership
Funds ownership: 45.88% → 43.88% (-2%)
13% less capital invested
Capital invested by funds: $205M → $177M (-$27.6M)
38% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 52
55% less call options, than puts
Call options by funds: $33.2M | Put options by funds: $74M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
AT
Arden Trust
Wilmington,
Delaware
|
-$17.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.14M |
| 4 |
Jane Street
New York
|
-$1.9M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.84M |
XSLV Hedge Fund Activity: Q3 2023 in Review
133 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2023, worth a combined $177M — down 13% from $205M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XSLV positions and 16 closed out — a net gain of 3 holders — while 32 added to existing stakes and 52 trimmed.
The largest buyer was Polaris Wealth Advisory Group, opening a new position worth an estimated $4.66M. The largest seller was Arden Trust, exiting entirely with an estimated $17.3M sold.
- 133 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2023, up from 131 in Q2 2023.
- Funds reported $177M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2023, down 13% quarter-over-quarter.
- 19 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2023 and 16 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2023 was Polaris Wealth Advisory Group, an estimated $4.66M added.
- The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2023 was Arden Trust, an estimated $17.3M sold.
Based on aggregated 13F filings for Q3 2023.