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Invesco S&P SmallCap Low Volatility ETF

113 hedge funds and large institutions have $127M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $18.2M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 45.69%45.41% (-0.29%)

6% less funds holding

Funds holding: 120113 (-7)

8% less capital invested

Capital invested by funds: $138M → $127M (-$11.3M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

44% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 43

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
43
Closed
18
Calls
$18.8M
Puts
$18.2M
Net Calls
+$616K
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.6M +$922K +19,672 +9%
UBS Group
2
UBS Group
Switzerland
$9.86M -$1.5M -31,934 -13%
BCM
3
Brookstone Capital Management
Illinois
$9.83M +$218K +4,639 +2%
ACM
4
Armbruster Capital Management
New York
$9.73M +$599K +12,785 +6%
SWM
5
Sculati Wealth Management
Michigan
$9.16M +$362K +7,727 +4%
Morgan Stanley
6
Morgan Stanley
New York
$6.24M -$682K -14,554 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.64M -$823K -17,543 -13%
Wells Fargo
8
Wells Fargo
California
$5.32M -$866K -18,476 -14%
RWP
9
RWA Wealth Partners
Massachusetts
$5.01M +$5.09M +108,521 New
Bank of America
10
Bank of America
North Carolina
$5M -$620K -13,215 -11%
SFA
11
Sequoia Financial Advisors
Ohio
$4.27M -$1.79M -38,201 -29%
EBWM
12
Eagle Bluffs Wealth Management
Missouri
$3.96M +$78K +1,664 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.16M -$179K -3,822 -5%
HI
14
Harbour Investments
Wisconsin
$2.65M +$111K +2,371 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.59M +$27.3K +582 +1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$2.22M -$87.6K -1,869 -4%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.16M -$181K -3,869 -8%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.68M +$881K +18,800 +107%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$1.66M +$631K +13,466 +60%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.6M -$93K -1,983 -5%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$1.54M +$516K +11,013 +49%
PAG
22
Private Advisor Group
New Jersey
$1.41M -$17.4K -372 -1%
Raymond James Financial
23
Raymond James Financial
Florida
$1.22M +$78.8K +1,681 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.13M -$140K -2,976 -11%
SCA
25
Snowden Capital Advisors
New York
$1.08M -$155K -3,302 -12%

XSLV Hedge Fund Activity: Q1 2025 in Review

113 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q1 2025, worth a combined $127M — down 8.2% from $138M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XSLV and 12 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 24 added.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.09M. The largest seller was Goldman Sachs, cutting an estimated $4.91M.

  • 113 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q1 2025, down from 120 in Q4 2024.
  • Funds reported $127M of Invesco S&P SmallCap Low Volatility ETF stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 12 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q1 2025 and 18 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q1 2025 was RWA Wealth Partners, an estimated $5.09M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q1 2025 was Goldman Sachs, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2025.