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

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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)
42
Total
Institutional Inflows
(last 12 months)
$33.12M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$54.21M
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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
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%
2/26/2024Virtu Financial LLC5,178$229K0.0%N/A0.050%
2/15/2024Garden State Investment Advisory Services LLC26,251$1.16M0.5%+50.2%0.253%
2/14/2024Traction Financial Partners LLC6,178$273K0.2%N/A0.059%
2/12/2024Harvest Investment Services LLC6,253$276K0.1%-3.8%0.060%
2/12/2024Laidlaw Wealth Management LLC29,462$1.30M0.5%-40.4%0.284%
2/12/2024Sculati 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%
2/9/2024Wells Fargo & Company MN196,063$8.66M0.0%-23.2%1.887%
2/9/2024UBS 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%
2/6/2024SRS Capital Advisors Inc.634$28K0.0%-27.5%0.006%
2/5/2024 Choreo LLC7,467$330K0.0%-3.8%0.072%
2/2/2024Truist 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%
2/2/2024Atria Wealth Solutions Inc.5,485$242K0.0%-14.8%0.053%
2/1/2024 SlateStone Wealth LLC7,941$351K0.0%-17.3%0.076%
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2/1/2024 Armbruster Capital Management Inc.174,988$7.73M1.8%-1.1%1.684%
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%
1/23/2024 Householder 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%
1/16/2024 Raymond James Financial Services Advisors Inc.29,831$1.32M0.0%-16.8%0.287%
1/16/2024 Raymond James & Associates15,561$687K0.0%-7.3%0.150%
1/16/2024 SJS Investment Consulting Inc.1,910$84K0.0%N/A0.018%
1/12/2024 RDA Financial Network33,106$1.46M0.6%-2.6%0.319%
1/12/2024 Trilogy Capital Inc.585,104$25.83M1.6%+7.6%5.631%
1/11/2024 Brookstone Capital Management233,225$10.30M0.2%-5.3%2.245%
1/11/2024 Ausdal Financial Partners Inc.6,318$279K0.0%-37.5%0.061%
1/11/2024 McNaughton Wealth Management LLC7,137$315K0.2%-53.9%0.069%
1/9/2024 Southland Equity Partners LLC4,947$218K0.1%N/A0.048%
1/8/2024 Baldwin Brothers LLC MA25,905$1.14M0.1%-9.4%0.249%
11/16/2023Harbour Investments Inc.55,765$2.20M0.1%+3.5%0.537%
11/16/2023 Belpointe Asset Management LLC6,142$242K0.0%-9.5%0.059%
11/15/2023Mercer Global Advisors Inc. ADV65,793$2.60M0.0%-16.8%0.633%
11/13/2023Garden State Investment Advisory Services LLC17,481$689K0.3%+15.2%0.168%
11/13/2023LPL Financial LLC248,091$9.79M0.0%-0.6%2.388%
11/13/2023Laidlaw Wealth Management LLC49,460$1.95M0.6%-15.6%0.476%
11/13/2023Envestnet Asset Management Inc.93,214$3.68M0.0%-29.1%0.897%
11/13/2023Kestra Advisory Services LLC14,684$579K0.0%-30.4%0.141%
11/9/2023 WBI Investments Inc.20,425$806K0.2%-19.3%0.197%
11/9/2023UBS Group AG240,491$9.49M0.0%-24.1%2.315%
11/8/2023 Ausdal Financial Partners Inc.10,115$399K0.1%-2.9%0.097%
11/8/2023 ProVise Management Group LLC80,602$3.18M0.3%+14.1%0.776%
11/8/2023 Janney Montgomery Scott LLC7,122$281K0.0%-35.2%0.069%
11/8/2023 Eagle Strategies LLC7,930$313K0.1%+21.1%0.076%
11/8/2023 Avantax Advisory Services Inc.28,845$1.14M0.0%+27.9%0.278%
11/8/2023 Strategic Financial Concepts LLC24,529$967K0.3%+45.3%0.236%
11/7/2023 Kingsview Wealth Management LLC15,646$617K0.0%-3.2%0.151%
11/6/2023 HBK Sorce Advisory LLC12,552$495K0.0%-41.6%0.121%
11/3/2023 SteelPeak Wealth LLC12,501$493K0.0%-14.3%0.120%
11/3/2023 SageView Advisory Group LLC17,964$709K0.0%-33.2%0.173%
11/2/2023 Hazlett Burt & Watson Inc.1,728$68K0.1%N/A0.017%
10/30/2023 Navis Wealth Advisors LLC19,297$761K1.1%-35.4%0.186%
10/30/2023 Eagle Bluffs Wealth Management LLC71,955$2.84M2.2%N/A0.693%
10/30/2023 Sandy Spring Bank750$30K0.0%N/A0.007%
10/25/2023 Sage Mountain Advisors LLC729$29K0.0%N/A0.007%
10/25/2023 Miracle Mile Advisors LLC47,903$1.89M0.1%-27.9%0.461%
10/24/2023 Raymond James & Associates16,779$662K0.0%-10.5%0.161%
10/24/2023 Cambridge Investment Research Advisors Inc.16,435$648K0.0%-12.2%0.158%
10/23/2023Commonwealth Equity Services LLC181,293$7.15M0.0%-14.9%1.745%
10/20/2023 Brookstone Capital Management246,221$9.55M0.2%-15.4%2.370%
10/18/2023 RDA Financial Network33,982$1.34M0.6%-2.1%0.327%
10/17/2023 Armbruster Capital Management Inc.176,908$6.98M1.8%-4.6%1.703%
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10/17/2023Impact Partnership Wealth LLC10,933$431K0.1%N/A0.105%
10/16/2023 Trilogy Capital Inc.543,984$21.46M1.5%+7.4%5.236%
10/16/2023 Well Done LLC91,055$3.59M0.8%-4.6%0.876%
10/11/2023Polaris Wealth Advisory Group LLC113,378$4.47M0.3%N/A1.091%
10/11/2023AE Wealth Management LLC12,482$492K0.0%N/A0.120%
10/10/2023 Householder Group Estate & Retirement Specialist LLC5,751$227K0.1%N/A0.055%
10/10/2023 Baldwin Brothers LLC MA28,604$1.13M0.1%-3.7%0.275%
10/5/2023 High Net Worth Advisory Group LLC5,853$231K0.1%-11.3%0.056%
10/5/2023 McNaughton Wealth Management LLC15,472$610K0.4%-17.0%0.149%
9/21/2023Barclays PLC1,610$64K0.0%N/A0.015%
(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, 127 institutional investors and hedge funds held shares of Invesco S&P SmallCap Low Volatility ETF. The most heavily invested institutionals were Invesco Ltd. ($408.28M), Trilogy Capital Inc. ($25.83M), Arden Trust Co ($17.29M), Brookstone Capital Management ($9.88M), LPL Financial LLC ($9.79M), UBS Group AG ($8.66M), and Wells Fargo & Company MN ($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 88 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: Trilogy Capital Inc. ($574.97K), Arden Trust Co ($434.08K), Avestar Capital LLC ($202.00K), Polaris Wealth Advisory Group LLC ($182.69K), Eagle Bluffs Wealth Management LLC ($74.41K), UBS Group AG ($69.09K), and ProVise Management Group LLC ($53.89K).

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

Institutional investors have bought a total of 2,378,375 shares in the last 24 months. This purchase volume represents approximately $100.93M in transactions.

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

Of the 84 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: CFS Investment Advisory Services LLC ($1.02M), Wealth Enhancement Advisory Services LLC ($709.78K), Invesco Ltd. ($344.40K), Envestnet Asset Management Inc. ($284.38K), Commonwealth Equity Services LLC ($178.06K), Avestar Capital LLC ($160.44K), and UBS Group AG ($122.46K).

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

Institutional investors have sold a total of 3,786,669 shares in the last 24 months. This volume of shares sold represents approximately $163.73M in transactions.


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This page (NYSEARCA:XSLV) was last updated on 5/10/2024 by MarketBeat.com Staff

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