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Invesco S&P SmallCap Low Volatility ETF

106 hedge funds and large institutions have $129M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $127M → $129M (+$2.27M)

0.58% more ownership

Funds ownership: 45.41%45.99% (+0.58%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

6% less funds holding

Funds holding: 113106 (-7)

16% less call options, than puts

Call options by funds: $50M | Put options by funds: $59.3M

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
106
Holders Change
-7
Holders Change %
-6.19%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
35
Reduced
36
Closed
14
Calls
$50M
Puts
$59.3M
Net Calls
-$9.37M
Net Calls Change
-$9.98M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1
Venturi Wealth Management
Texas
$11.2M +$11.1M +245,703 New
LPL Financial
2
LPL Financial
California
$10.9M +$447K +9,923 +4%
ACM
3
Armbruster Capital Management
New York
$10.2M +$567K +12,586 +6%
UBS Group
4
UBS Group
Switzerland
$10.1M +$406K +9,027 +4%
Bank of America
5
Bank of America
North Carolina
$9.2M +$4.22M +93,752 +87%
BCM
6
Brookstone Capital Management
Illinois
$9.18M -$517K -11,491 -5%
Morgan Stanley
7
Morgan Stanley
New York
$6M -$150K -3,338 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.32M -$235K -5,220 -4%
Wells Fargo
9
Wells Fargo
California
$5.01M -$238K -5,280 -5%
EBWM
10
Eagle Bluffs Wealth Management
Missouri
$3.95M +$38.3K +850 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.07M -$38.3K -850 -1%
SWM
12
Sculati Wealth Management
Michigan
$2.94M -$6.02M -133,731 -67%
Two Sigma Investments
13
Two Sigma Investments
New York
$2.79M +$1.13M +25,000 +69%
HI
14
Harbour Investments
Wisconsin
$2.66M +$45.1K +1,002 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.59M +$38.7K +859 +2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$2.13M -$122K -2,702 -6%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$2.07M +$426K +9,455 +26%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$2.03M +$495K +10,984 +33%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.94M -$191K -4,250 -9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.61M +$29.9K +664 +2%
SFA
21
Sequoia Financial Advisors
Ohio
$1.41M -$2.76M -61,405 -66%
PAG
22
Private Advisor Group
New Jersey
$1.35M -$38.4K -852 -3%
Raymond James Financial
23
Raymond James Financial
Florida
$1.23M +$31.7K +705 +3%
SCA
24
Snowden Capital Advisors
New York
$1.1M +$33.1K +736 +3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1M +$992K +22,028 New

XSLV Hedge Fund Activity: Q2 2025 in Review

106 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q2 2025, worth a combined $129M — up 1.8% from $127M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XSLV and 8 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $11.1M. The largest seller was Sculati Wealth Management, cutting an estimated $6.02M.

  • 106 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q2 2025, down from 113 in Q1 2025.
  • Funds reported $129M of Invesco S&P SmallCap Low Volatility ETF stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q2 2025 and 14 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q2 2025 was Venturi Wealth Management, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q2 2025 was Sculati Wealth Management, an estimated $6.02M sold.

Based on aggregated 13F filings for Q2 2025.