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Invesco S&P SmallCap Low Volatility ETF

107 hedge funds and large institutions have $104M invested in Invesco S&P SmallCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 105107 (+2)

1.47% more ownership

Funds ownership: 43.12%44.59% (+1.5%)

4% less capital invested

Capital invested by funds: $108M → $104M (-$4.59M)

11% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $37.7M

46% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 41

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
41
Closed
9
Calls
$33.5M
Puts
$37.7M
Net Calls
-$4.23M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Armbruster Capital Management
New York
$11.5M +$507K +10,986 +5%
Bank of America
2
Bank of America
North Carolina
$9.79M +$367K +7,948 +4%
UBS Group
3
UBS Group
Switzerland
$9.36M -$229K -4,966 -2%
BCM
4
Brookstone Capital Management
Illinois
$8.89M -$252K -5,456 -3%
LPL Financial
5
LPL Financial
California
$8.68M -$595K -12,903 -6%
Morgan Stanley
6
Morgan Stanley
New York
$5.94M -$139K -3,005 -2%
Wells Fargo
7
Wells Fargo
California
$4.6M -$256K -5,556 -5%
EBWM
8
Eagle Bluffs Wealth Management
Missouri
$4.32M +$173K +3,748 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.65M +$165K +3,577 +7%
Raymond James Financial
10
Raymond James Financial
Florida
$2.43M +$1.2M +26,103 +100%
Two Sigma Investments
11
Two Sigma Investments
New York
$2.37M -$143K -3,100 -6%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$2.35M -$35.8K -776 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.02M -$72.4K -1,570 -3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.85M -$27.2K -590 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.83M -$864K -18,744 -32%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.73M -$90.7K -1,968 -5%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$1.7M -$247K -5,362 -13%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.65M -$32.9K -713 -2%
PAG
19
Private Advisor Group
New Jersey
$1.29M -$10.2K -221 -0.8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.17M +$44K +955 +4%
Goldman Sachs
21
Goldman Sachs
New York
$958K +$145K +3,145 +18%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$899K +$455K +9,860 +104%
SWM
23
Sculati Wealth Management
Michigan
$860K -$522K -11,311 -38%
SFA
24
Sequoia Financial Advisors
Ohio
$830K -$205K -4,442 -20%
Osaic Holdings
25
Osaic Holdings
Arizona
$756K -$198K -4,304 -21%

XSLV Hedge Fund Activity: Q4 2025 in Review

107 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Low Volatility ETF (XSLV) for Q4 2025, worth a combined $104M — down 4.2% from $108M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XSLV positions and 9 closed out — a net gain of 2 holders — while 22 added to existing stakes and 41 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $1.2M. The largest seller was Harbour Investments, cutting an estimated $2.7M.

  • 107 institutional investors held Invesco S&P SmallCap Low Volatility ETF (XSLV) as of Q4 2025, up from 105 in Q3 2025.
  • Funds reported $104M of Invesco S&P SmallCap Low Volatility ETF stock for Q4 2025, down 4.2% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Low Volatility ETF positions in Q4 2025 and 9 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap Low Volatility ETF buyer in Q4 2025 was Raymond James Financial, an estimated $1.2M added.
  • The largest Invesco S&P SmallCap Low Volatility ETF seller in Q4 2025 was Harbour Investments, an estimated $2.7M sold.

Based on aggregated 13F filings for Q4 2025.