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Invesco S&P SmallCap Low Volatility ETF

105 hedge funds and large institutions have $108M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 106105 (-1)

2.86% less ownership

Funds ownership: 45.99%43.12% (-2.9%)

16% less capital invested

Capital invested by funds: $129M → $108M (-$20.9M)

49% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 45

54% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $75.6M

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
45
Closed
8
Calls
$35.1M
Puts
$75.6M
Net Calls
-$40.5M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Armbruster Capital Management
New York
$11M +$665K +14,305 +6%
UBS Group
2
UBS Group
Switzerland
$9.58M -$728K -15,676 -7%
Bank of America
3
Bank of America
North Carolina
$9.41M +$56.4K +1,215 +0.6%
LPL Financial
4
LPL Financial
California
$9.27M -$1.84M -39,520 -16%
BCM
5
Brookstone Capital Management
Illinois
$9.13M -$201K -4,329 -2%
Morgan Stanley
6
Morgan Stanley
New York
$6.07M -$32.7K -703 -0.5%
Wells Fargo
7
Wells Fargo
California
$4.85M -$239K -5,145 -5%
EBWM
8
Eagle Bluffs Wealth Management
Missouri
$4.14M +$131K +2,819 +3%
HI
9
Harbour Investments
Wisconsin
$2.74M +$34.3K +739 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.69M -$2.73M -58,668 -50%
Two Sigma Investments
11
Two Sigma Investments
New York
$2.51M -$330K -7,100 -12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.48M +$845K +18,200 +51%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$2.39M +$325K +7,001 +16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.09M -$551K -11,863 -21%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$1.95M -$154K -3,309 -7%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$1.88M -$96.8K -2,084 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.81M -$1.32M -28,336 -42%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.64M -$443K -9,541 -21%
SWM
19
Sculati Wealth Management
Michigan
$1.38M -$1.61M -34,711 -54%
PAG
20
Private Advisor Group
New Jersey
$1.3M -$72K -1,551 -5%
Raymond James Financial
21
Raymond James Financial
Florida
$1.21M -$38.5K -829 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.12M +$575K +12,377 +104%
SFA
23
Sequoia Financial Advisors
Ohio
$1.04M -$401K -8,634 -28%
Osaic Holdings
24
Osaic Holdings
Arizona
$979K -$61.8K -1,331 -6%
VF
25
Virtu Financial
New York
$921K -$86.8K -1,868 -9%

XSLV Hedge Fund Activity: Q3 2025 in Review

105 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q3 2025, worth a combined $108M — down 16% from $129M a quarter earlier.

Fund positioning in XSLV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 23 added to existing stakes and 45 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $845K. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $11.2M sold.

  • 105 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q3 2025, down from 106 in Q2 2025.
  • Funds reported $108M of Invesco S&P SmallCap Low Volatility ETF stock for Q3 2025, down 16% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $845K added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q3 2025 was Venturi Wealth Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.