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

Invesco S&P SmallCap Low Volatility ETF logo
$46.16 +0.10 (+0.22%)
Closing price 03/27/2025 04:10 PM Eastern
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$46.22 +0.06 (+0.13%)
As of 03/27/2025 06:34 PM Eastern
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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)
37
Total
Institutional Inflows
(last 12 months)
$84.78M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$15.64M
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XSLV Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC50,026$2.36M0.0%+1.3%0.821%
2/26/2025 Sculati Wealth Management LLC190,575$9M3.5%+3.1%3.150%
2/18/2025 10Elms LLP1,027$49K0.1%N/A0.013%
2/17/2025 Waverly Advisors LLC5,181$245K0.0%+16.0%0.067%
2/17/2025 WBI Investments LLC17,117$808K0.2%-16.4%0.223%
2/17/2025 Two Sigma Investments LP17,500$826K0.0%-63.1%0.228%
2/17/2025 Snowden Capital Advisors LLC26,709$1.26M0.0%-13.4%0.347%
2/17/2025 Cetera Investment Advisers36,703$1.73M0.0%+5.4%0.477%
2/17/2025 Bank of America Corp DE121,463$5.74M0.0%-6.9%1.579%
2/17/2025 Ameriprise Financial Inc.19,570$924K0.0%-8.3%0.254%
2/14/2025 Mercer Global Advisors Inc. ADV50,742$2.40M0.0%-1.7%0.660%
2/14/2025 Eagle Strategies LLC10,255$484K0.1%+3.5%0.133%
2/14/2025 Comerica Bank2,972$140K0.0%-7.2%0.039%
2/14/2025 Two Sigma Securities LLC4,344$205K0.0%N/A0.056%
2/14/2025 Transce3nd LLC866$41K0.0%N/A0.011%
2/13/2025 Mariner LLC7,029$332K0.0%N/A0.091%
2/13/2025 Raymond James Financial Inc.24,642$1.16M0.0%N/A0.320%
2/13/2025 Invesco Ltd.5,823$275K0.0%-11.7%0.076%
2/13/2025 Envestnet Asset Management Inc.55,469$2.62M0.0%-10.5%0.721%
2/13/2025 Wells Fargo & Company MN133,710$6.32M0.0%-22.2%1.739%
2/11/2025 LPL Financial LLC210,003$9.92M0.0%+1.4%2.731%
2/11/2025 Virtu Financial LLC19,386$916K0.0%N/A0.252%
2/10/2025 IMG Wealth Management Inc.1,038$49K0.0%N/A0.013%
2/10/2025 SlateStone Wealth LLC7,432$351K0.0%-6.5%0.097%
2/10/2025 Harbour Investments Inc.55,058$2.60M0.1%-2.6%0.716%
2/10/2025 Commonwealth Equity Services LLC139,593$6.59M0.0%-2.3%1.815%
2/7/2025 Sequoia Financial Advisors LLC130,591$6.17M0.1%N/A1.698%
2/6/2025 Raymond James Financial Inc.24,642$1.16M0.0%N/A0.320%
2/6/2025 Steward Partners Investment Advisory LLC2,528$119K0.0%+53.9%0.033%
2/6/2025 Jones Financial Companies Lllp22,539$1.06M0.0%+79.2%0.293%
2/3/2025 Private Advisor Group LLC30,881$1.46M0.0%-2.3%0.402%
2/3/2025 Laidlaw Wealth Management LLC23,765$1.12M0.5%-19.7%0.309%
1/31/2025 Truist Financial Corp17,604$831K0.0%-4.3%0.229%
1/30/2025 Strategic Financial Concepts LLC65,924$3.11M0.1%N/A0.857%
1/30/2025 American Financial Advisors LLC10,259$484K0.1%-3.0%0.133%
1/28/2025 Wilmington Savings Fund Society FSB4,572$216K0.0%N/A0.059%
1/28/2025 Strategic Financial Concepts LLC65,924$3.11M0.0%N/A0.857%
1/24/2025 U.S. Capital Wealth Advisors LLC22,466$1.06M0.0%N/A0.292%
1/24/2025 Eagle Bluffs Wealth Management LLC84,103$3.97M2.1%+6.3%1.094%
1/23/2025 SteelPeak Wealth LLC13,237$625K0.0%+4.1%0.172%
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1/22/2025 Armbruster Capital Management Inc.197,899$9.35M1.9%+2.4%2.573%
1/21/2025 Accel Wealth Management6,627$313K0.1%-5.8%0.086%
1/17/2025 Janney Montgomery Scott LLC7,177$339K0.0%+7.6%0.093%
1/15/2025 Procyon Advisors LLC4,642$219K0.0%N/A0.060%
1/15/2025 RDA Financial Network8,235$389K0.1%-38.8%0.107%
1/13/2025 Miracle Mile Advisors LLC5,899$279K0.0%-58.1%0.077%
1/13/2025 Brookstone Capital Management208,336$9.84M0.1%-3.6%2.709%
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%
7/31/2024 Commonwealth Equity Services LLC146,307$6.39M0.0%-3.7%1.903%
7/30/2024 WBI Investments LLC20,514$896K0.2%-17.2%0.267%
7/30/2024First 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%
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%
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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%
(Data available from 1/1/2016 forward)

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XSLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSLV shares?

During the previous two years, 117 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), LPL Financial LLC ($9.92M), Brookstone Capital Management ($9.84M), Armbruster Capital Management Inc. ($9.35M), Sculati Wealth Management LLC ($9M), and UBS Group AG ($8.66M).Learn more on XSLV's institutional investors.

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

Of the 76 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 ($1.50M), Trilogy Capital Inc. ($567.05K), Arden Trust Co ($434.08K), Sequoia Financial Advisors LLC ($130.59K), Polaris Wealth Advisory Group LLC ($113.38K), Eagle Bluffs Wealth Management LLC ($84.10K), and Raymond James Financial Inc. ($49.28K).

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

Institutional investors have bought a total of 3,409,890 shares in the last 24 months. This purchase volume represents approximately $147.04M in transactions.

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

Of the 70 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. ($214.94K), Avestar Capital LLC ($160.44K), Commonwealth Equity Services LLC ($150.09K), UBS Group AG ($120.78K), Miracle Mile Advisors LLC ($107.14K), and Wells Fargo & Company MN ($97.44K).

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

Institutional investors have sold a total of 2,268,861 shares in the last 24 months. This volume of shares sold represents approximately $95.31M in transactions.


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This page (NYSEARCA:XSLV) was last updated on 3/28/2025 by MarketBeat.com Staff
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