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Invesco S&P SmallCap Low Volatility ETF (XSLV) Institutional Ownership

Invesco S&P SmallCap Low Volatility ETF logo
$47.82 +0.05 (+0.10%)
(As of 12/20/2024 04:34 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Low Volatility ETF (NYSEARCA:XSLV)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$68.67M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$20.09M
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XSLV Institutional Buying and Selling by Quarter

Invesco S&P SmallCap Low Volatility ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC5,263$267K0.0%N/A0.068%
11/22/2024 Sculati Wealth Management LLC64,889$2.87M1.2%-52.8%0.844%
11/18/2024 Arete Wealth Advisors LLC4,294$206K0.0%N/A0.056%
11/15/2024 MML Investors Services LLC9,754$469K0.0%-21.5%0.127%
11/15/2024 SageView Advisory Group LLC5,094$245K0.0%-10.1%0.066%
11/13/2024 FMR LLC595$29K0.0%+6,511.1%0.008%
11/13/2024 D.A. Davidson & CO.4,225$203K0.0%N/A0.055%
11/13/2024 Private Trust Co. NA2,865$138K0.0%-6.8%0.037%
11/12/2024 Kingsview Wealth Management LLC10,941$526K0.0%-11.4%0.142%
11/5/2024 Harbour Investments Inc.56,524$2.72M0.1%-1.4%0.735%
11/4/2024 Eagle Bluffs Wealth Management LLC79,114$3.81M2.1%+2.3%1.029%
10/25/2024 SteelPeak Wealth LLC12,719$612K0.0%-2.9%0.165%
10/25/2024 American Financial Advisors LLC10,576$509K0.1%-2.2%0.138%
10/24/2024 Wealth Enhancement Advisory Services LLC49,363$2.38M0.0%-8.0%0.642%
10/22/2024 Private Advisor Group LLC31,620$1.52M0.0%-4.0%0.411%
10/15/2024 RDA Financial Network13,448$647K0.2%-26.2%0.175%
10/9/2024 Pacific Sun Financial Corp4,525$218K0.1%-4.6%0.059%
10/8/2024 Brookstone Capital Management216,133$10.40M0.2%-0.6%2.811%
10/7/2024 Miracle Mile Advisors LLC14,093$678K0.0%-10.5%0.183%
8/22/2024 Cetera Investment Advisers35,545$1.55M0.0%-2.2%0.462%
8/21/2024 Truist Financial Corp18,751$819K0.0%-14.0%0.244%
8/12/2024 ProVise Management Group LLC90,844$3.97M0.3%+4.9%1.181%
8/12/2024 Mercer Global Advisors Inc. ADV53,030$2.32M0.0%-6.8%0.690%
8/8/2024 Envestnet Asset Management Inc.62,075$2.71M0.0%-6.4%0.807%
8/8/2024 HBK Sorce Advisory LLC11,550$504K0.0%-8.7%0.150%
8/8/2024 Eagle Strategies LLC9,860$430K0.1%N/A0.128%
8/8/2024 Hazlett Burt & Watson Inc.1,293$56K0.0%+47.6%0.017%
8/6/2024 Chris Bulman Inc2,628$115K0.1%N/A0.034%
8/6/2024 Strategic Financial Concepts LLC1,362,082$595K0.0%+4,871.5%17.712%
8/5/2024 Private Advisor Group LLC32,946$1.44M0.0%-25.4%0.428%
8/1/2024 Laidlaw Wealth Management LLC25,835$1.13M0.6%-5.1%0.336%
7/31/2024Commonwealth Equity Services LLC146,307$6.39M0.0%-3.7%1.903%
7/30/2024 WBI Investments LLC20,514$896K0.2%-17.2%0.267%
7/30/2024 First Personal Financial Services2,180$95K0.0%-23.0%0.028%
7/29/2024 Armbruster Capital Management Inc.192,589$8.41M1.7%+9.8%2.504%
7/29/2024 Ridgewood Investments LLC3,300$144K0.1%N/A0.043%
7/26/2024 Harbour Investments Inc.57,329$2.50M0.1%+2.9%0.746%
7/22/2024 Eagle Bluffs Wealth Management LLC77,346$3.38M2.0%+4.0%1.006%
7/19/2024 Pacific Sun Financial Corp4,745$207K0.1%-11.6%0.062%
7/18/2024 Brookstone Capital Management217,478$10.29M0.2%-2.7%2.828%
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7/18/2024 Miracle Mile Advisors LLC15,745$687K0.0%-5.6%0.205%
7/17/2024 SteelPeak Wealth LLC13,100$572K0.0%+9.2%0.170%
7/16/2024 Wealth Enhancement Advisory Services LLC53,659$2.34M0.0%-1.4%0.698%
7/12/2024 Accel Wealth Management7,664$335K0.1%+7.8%0.100%
7/10/2024 RDA Financial Network18,219$795K0.3%-43.8%0.237%
7/10/2024 CWM LLC3,217$140K0.0%-19.4%0.042%
5/24/2024Cetera Advisors LLC15,519$686K0.0%+153.0%0.202%
5/24/2024 Cetera Investment Advisers36,340$1.61M0.0%+424.5%0.473%
5/14/2024 Sculati Wealth Management LLC64,889$2.87M1.2%+4.6%0.844%
5/9/2024 ProVise Management Group LLC86,604$3.83M0.3%+7.7%1.126%
5/9/2024 Kingsview Wealth Management LLC12,312$544K0.0%-9.3%0.160%
5/8/2024 Avantax Advisory Services Inc.12,675$560K0.0%-12.7%0.165%
5/4/2024 WBI Investments LLC24,789$1.10M0.2%+28.5%0.322%
5/1/2024 Janney Montgomery Scott LLC6,583$291K0.0%-11.5%0.086%
4/30/2024 Private Advisor Group LLC44,184$1.95M0.0%-0.9%0.575%
4/29/2024Commonwealth Equity Services LLC151,987$6.72M0.0%-12.4%1.951%
4/29/2024 Aspire Wealth Management Corp5,154$228K0.1%-11.0%0.066%
4/25/2024 Capital Investment Advisory Services LLC801$35K0.0%-44.8%0.010%
4/23/2024 Sage Mountain Advisors LLC6,750$298K0.0%+825.9%0.087%
4/22/2024 Strategic Financial Concepts LLC27,398$1.21M0.3%N/A0.352%
4/22/2024 American Financial Advisors LLC12,751$564K0.1%-8.0%0.164%
4/22/2024 Eagle Bluffs Wealth Management LLC74,405$3.29M2.0%+1.4%0.955%
4/19/2024 Accel Wealth Management7,110$314K0.1%-7.4%0.091%
4/18/2024 Miracle Mile Advisors LLC16,684$738K0.0%-26.3%0.214%
4/18/2024 SteelPeak Wealth LLC11,993$530K0.0%N/A0.154%
4/16/2024 Wealth Enhancement Advisory Services LLC54,417$2.41M0.0%-16.3%0.699%
4/15/2024 Brookstone Capital Management223,490$9.88M0.2%-4.2%2.869%
4/11/2024 RDA Financial Network32,390$1.43M0.5%-2.2%0.312%
3/6/2024 SageView Advisory Group LLC6,635$289K0.0%-63.1%0.064%
2/26/2024 Virtu Financial LLC5,178$229K0.0%N/A0.050%
2/15/2024 Garden State Investment Advisory Services LLC26,251$1.16M0.5%+50.2%0.253%
2/14/2024 Traction Financial Partners LLC6,178$273K0.2%N/A0.059%
2/12/2024 Harvest Investment Services LLC6,253$276K0.1%-3.8%0.060%
2/12/2024 Laidlaw Wealth Management LLC29,462$1.30M0.5%-40.4%0.284%
2/12/2024 Sculati Wealth Management LLC62,030$2.74M1.3%-1.5%0.597%
2/9/2024 SageView Advisory Group LLC6,635$289K0.0%-63.1%0.064%
2/9/2024 WBI Investments LLC19,287$852K0.2%-5.6%0.186%
2/9/2024 Wells Fargo & Company MN196,063$8.66M0.0%-23.2%1.887%
2/9/2024 UBS Group AG196,057$8.66M0.0%-18.5%1.887%
2/8/2024 Kingsview Wealth Management LLC13,575$599K0.0%-13.2%0.131%
2/8/2024 Pacific Sun Financial Corp5,465$241K0.2%-8.1%0.053%
2/7/2024 Avantax Advisory Services Inc.14,521$641K0.0%-49.7%0.140%
2/6/2024 Private Advisor Group LLC44,567$1.97M0.0%+5.4%0.429%
2/6/2024 SRS Capital Advisors Inc.634$28K0.0%-27.5%0.006%
2/5/2024 Choreo LLC7,467$330K0.0%-3.8%0.072%
2/2/2024 Truist Financial Corp24,536$1.08M0.0%-12.8%0.236%
2/2/2024 Jackson Hole Capital Partners LLC1,922$85K0.0%+27,357.1%0.018%
2/2/2024 Atria Wealth Solutions Inc.5,485$242K0.0%-14.8%0.053%
2/1/2024 SlateStone Wealth LLC7,941$351K0.0%-17.3%0.076%
2/1/2024 Armbruster Capital Management Inc.174,988$7.73M1.8%-1.1%1.684%
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1/31/2024 American Financial Advisors LLC13,866$612K0.1%-12.0%0.133%
1/30/2024 Eagle Bluffs Wealth Management LLC73,374$3.24M2.2%+2.0%0.706%
1/25/2024 Hazlett Burt & Watson Inc.870$38K0.0%-49.7%0.008%
1/23/2024Householder Group Estate & Retirement Specialist LLC5,243$231K0.1%-8.8%0.050%
1/22/2024 Aspire Wealth Management Corp5,794$256K0.2%-7.7%0.056%
1/22/2024 Miracle Mile Advisors LLC22,649$1M0.0%-52.7%0.218%
1/18/2024 Global Retirement Partners LLC4,418$189K0.0%+30.1%0.043%
1/16/2024Raymond James Financial Services Advisors Inc.29,831$1.32M0.0%-16.8%0.287%
1/16/2024Raymond James & Associates15,561$687K0.0%-7.3%0.150%
1/16/2024 SJS Investment Consulting Inc.1,910$84K0.0%N/A0.018%
(Data available from 1/1/2016 forward)

XSLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSLV shares?

During the previous two years, 112 institutional investors and hedge funds held shares of Invesco S&P SmallCap Low Volatility ETF. The most heavily invested institutionals were Trilogy Capital Inc. ($25.83M), Arden Trust Co ($17.29M), Brookstone Capital Management ($10.40M), LPL Financial LLC ($9.79M), UBS Group AG ($8.66M), Wells Fargo & Company MN ($8.66M), and Armbruster Capital Management Inc. ($8.41M).Learn more on XSLV's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Low Volatility ETF stock?

Of the 74 institutional investors that purchased Invesco S&P SmallCap Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($1.37M), Trilogy Capital Inc. ($570.78K), Arden Trust Co ($434.08K), Polaris Wealth Advisory Group LLC ($113.38K), Eagle Bluffs Wealth Management LLC ($79.11K), ProVise Management Group LLC ($47.98K), and Private Advisor Group LLC ($47.01K).

How much institutional buying is happening at Invesco S&P SmallCap Low Volatility ETF?

Institutional investors have bought a total of 3,224,497 shares in the last 24 months. This purchase volume represents approximately $137.71M in transactions.

Which Invesco S&P SmallCap Low Volatility ETF major shareholders have been selling company stock?

Of the 75 institutional investors that sold Invesco S&P SmallCap Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($714.84K), Envestnet Asset Management Inc. ($222.69K), Avestar Capital LLC ($160.44K), Commonwealth Equity Services LLC ($146.74K), UBS Group AG ($122.46K), Miracle Mile Advisors LLC ($98.94K), and SageView Advisory Group LLC ($75.06K).

How much institutional selling is happening at Invesco S&P SmallCap Low Volatility ETF?

Institutional investors have sold a total of 2,230,953 shares in the last 24 months. This volume of shares sold represents approximately $93.28M in transactions.


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This page (NYSEARCA:XSLV) was last updated on 12/22/2024 by MarketBeat.com Staff
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