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Invesco S&P SmallCap Low Volatility ETF
XSLV

120 hedge funds and large institutions have $138M invested in Invesco S&P SmallCap Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $16.3M

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

8% more funds holding

Funds holding: 111 → 120 (+9)

0.48% more ownership

Funds ownership: 45.22% → 45.69% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $149M → $138M (-$10.7M)

35% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 40

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
26
Reduced
40
Closed
13
Calls
$43.9M
Puts
$16.3M
Net Calls
+$27.5M
Net Calls Change
+$36.3M

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$6.38M
2
Goldman Sachs
Goldman Sachs
New York
+$3.47M
3
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.1M
4
VF
Virtu Financial
New York
+$947K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$871K

Top Sellers

Rank Fund Capital Flow
1
PPA
Painted Porch Advisors
California
-$9.85M
2
RWP
RWA Wealth Partners
Massachusetts
-$5.78M
3
Wells Fargo
Wells Fargo
California
-$1.87M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.46M
5
Citadel Advisors
Citadel Advisors
Florida
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$11.6M -$81K -1,659 -0.7%
LPL Financial
2
LPL Financial
California
$9.92M +$142K +2,915 +1%
BCM
3
Brookstone Capital Management
Illinois
$9.84M -$381K -7,797 -4%
ACM
4
Armbruster Capital Management
New York
$9.35M +$229K +4,687 +2%
SWM
5
Sculati Wealth Management
Michigan
$9M +$281K +5,746 +3%
Morgan Stanley
6
Morgan Stanley
New York
$7.06M +$475K +9,727 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.59M -$164K -3,352 -2%
Wells Fargo
8
Wells Fargo
California
$6.31M -$1.87M -38,240 -22%
SFA
9
Sequoia Financial Advisors
Ohio
$6.17M +$6.38M +130,591 New
Bank of America
10
Bank of America
North Carolina
$5.74M -$443K -9,066 -7%
Goldman Sachs
11
Goldman Sachs
New York
$5.35M +$3.47M +70,976 +168%
EBWM
12
Eagle Bluffs Wealth Management
Missouri
$3.97M +$244K +4,989 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.41M +$87.2K +1,787 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.62M -$318K -6,508 -11%
HI
15
Harbour Investments
Wisconsin
$2.6M -$71.6K -1,466 -3%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.4M -$43.8K -898 -2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.36M +$32.4K +663 +1%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.73M +$92.2K +1,888 +5%
EH
19
Equitable Holdings
New York
$1.7M -$159K -3,262 -8%
PAG
20
Private Advisor Group
New Jersey
$1.46M -$36.1K -739 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.3M -$472K -9,670 -26%
SCA
22
Snowden Capital Advisors
New York
$1.26M -$202K -4,129 -13%
Raymond James Financial
23
Raymond James Financial
Florida
$1.16M +$1.2M +24,642 New
LWM
24
Laidlaw Wealth Management
New York
$1.12M -$284K -5,826 -20%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.06M +$486K +9,958 +79%
1
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XSLV Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2024, worth a combined $138M — down 7.2% from $149M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XSLV positions and 13 closed out — a net gain of 12 holders — while 26 added to existing stakes and 40 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $6.38M. The largest seller was Painted Porch Advisors, cutting an estimated $9.85M.

  • 120 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $138M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 25 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2024 was Sequoia Financial Advisors, an estimated $6.38M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2024 was Painted Porch Advisors, an estimated $9.85M sold.

Based on aggregated 13F filings for Q4 2024.