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

Invesco S&P SmallCap Low Volatility ETF logo
$45.82 +0.53 (+1.16%)
As of 10:27 AM 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)
40
Total
Institutional Inflows
(last 12 months)
$43.66M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$33.24M
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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
8/8/2025 Kingsview Wealth Management LLC10,136$462K0.0%-2.7%0.171%
8/8/2025 Sculati Wealth Management LLC64,571$2.94M1.1%-67.4%1.091%
8/8/2025 Cetera Investment Advisers35,384$1.61M0.0%+1.9%0.598%
8/8/2025 PNC Financial Services Group Inc.761$35K0.0%-72.8%0.013%
8/4/2025 HBK Sorce Advisory LLC6,675$304K0.0%-30.8%0.113%
8/1/2025 Envestnet Asset Management Inc.56,910$2.59M0.0%+1.5%0.961%
7/30/2025 Brookstone Capital Management201,484$9.18M0.1%-5.4%3.403%
7/28/2025 Harbour Investments Inc.58,431$2.66M0.1%+1.7%0.987%
7/25/2025 Sequoia Financial Advisors LLC30,985$1.41M0.0%-66.5%0.523%
7/25/2025 CWM LLC2,574$117K0.0%-12.7%0.043%
7/23/2025 Eagle Strategies LLC13,128$598K0.1%+7.7%0.220%
7/23/2025 Armbruster Capital Management Inc.223,270$10.17M1.8%+6.0%3.746%
7/23/2025 Venturi Wealth Management LLC245,703$11.19M0.6%N/A4.123%
7/23/2025 SteelPeak Wealth LLC14,608$665K0.0%+9.1%0.245%
7/17/2025 Eagle Bluffs Wealth Management LLC86,617$3.95M1.9%+1.0%1.453%
7/17/2025 Symmetry Partners LLC7,380$336K0.0%+36.4%0.124%
7/14/2025 U.S. Capital Wealth Advisors LLC45,387$2.07M0.1%+26.3%0.762%
7/10/2025 Wealth Enhancement Advisory Services LLC45,455$2.13M0.0%-5.6%0.754%
7/10/2025 American Financial Advisors LLC9,447$430K0.1%-4.6%0.157%
7/10/2025 Sovran Advisors LLC5,314$246K0.0%N/A0.088%
7/7/2025 RDA Financial Network5,803$264K0.1%-19.4%0.096%
6/27/2025Goldman Sachs Group Inc.8,644$399K0.0%-92.4%0.140%
5/22/2025WBI Investments LLC7,153$330K0.1%-58.2%0.113%
5/19/2025Jane Street Group LLC4,577$211K0.0%N/A0.072%
5/19/2025SageView Advisory Group LLC4,648$215K0.0%-6.2%0.073%
5/16/2025Goldman Sachs Group Inc.8,644$399K0.0%-92.4%0.137%
5/16/2025Jones Financial Companies Lllp64,435$2.98M0.0%+185.9%1.018%
5/15/2025Royal Bank of Canada68,346$3.16M0.0%-5.3%1.080%
5/14/2025Comerica Bank2,719$126K0.0%-8.5%0.043%
5/14/2025Northwestern Mutual Wealth Management Co.12,706$587K0.0%+3.0%0.201%
5/14/2025 RWA Wealth Partners LLC108,521$5.01M0.1%N/A1.714%
5/8/2025 Harbour Investments Inc.57,429$2.65M0.1%+4.3%0.906%
5/8/2025 Arkadios Wealth Advisors12,253$566K0.0%N/A0.193%
5/7/2025 Eagle Bluffs Wealth Management LLC85,767$3.96M2.1%+2.0%1.353%
5/7/2025LPL Financial LLC229,675$10.61M0.0%+9.4%3.623%
5/6/2025 Cetera Investment Advisers34,720$1.60M0.0%-5.4%0.548%
5/6/2025 Avantax Advisory Services Inc.18,473$853K0.0%-13.0%0.291%
5/6/2025Choreo LLC6,598$305K0.0%-5.1%0.104%
5/5/2025Private Advisor Group LLC30,509$1.41M0.0%-1.2%0.481%
5/2/2025 Kingsview Wealth Management LLC10,412$481K0.0%-3.4%0.164%
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5/1/2025 CWM LLC2,950$136K0.0%-8.3%0.047%
5/1/2025 American Financial Advisors LLC9,905$457K0.1%-3.5%0.156%
4/29/2025 U.S. Capital Wealth Advisors LLC35,932$1.66M0.1%+59.9%0.567%
4/29/2025 Envestnet Asset Management Inc.56,051$2.59M0.0%+1.0%0.884%
4/29/2025 Brookstone Capital Management212,975$9.83M0.1%+2.2%3.359%
4/23/2025 Sequoia Financial Advisors LLC92,390$4.27M0.0%-29.3%1.457%
4/23/2025 HBK Sorce Advisory LLC9,641$445K0.0%-16.2%0.152%
4/23/2025 Symmetry Partners LLC5,409$250K0.0%N/A0.085%
4/23/2025 Eagle Strategies LLC12,188$563K0.1%+18.8%0.192%
4/16/2025 Armbruster Capital Management Inc.210,684$9.73M1.9%+6.5%3.477%
4/16/2025 Wealth Enhancement Advisory Services LLC48,157$2.22M0.0%-3.7%0.795%
4/16/2025 Destiny Capital Corp CO5,476$253K0.2%-5.3%0.090%
4/14/2025 Farther Finance Advisors LLC1,521$71K0.0%+2,478.0%0.025%
4/14/2025 RDA Financial Network7,201$332K0.1%-12.6%0.119%
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%
2/18/202510Elms LLP1,027$49K0.1%N/A0.013%
2/17/2025Waverly Advisors LLC5,181$245K0.0%+16.0%0.067%
2/17/2025WBI Investments LLC17,117$808K0.2%-16.4%0.223%
2/17/2025Two Sigma Investments LP17,500$826K0.0%-63.1%0.228%
2/17/2025Snowden 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%
2/17/2025Bank of America Corp DE121,463$5.74M0.0%-6.9%1.579%
2/17/2025Ameriprise Financial Inc.19,570$924K0.0%-8.3%0.254%
2/14/2025Mercer 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%
2/14/2025Comerica Bank2,972$140K0.0%-7.2%0.039%
2/14/2025Two Sigma Securities LLC4,344$205K0.0%N/A0.056%
2/14/2025Transce3nd LLC866$41K0.0%N/A0.011%
2/13/2025Mariner LLC7,029$332K0.0%N/A0.091%
2/13/2025Raymond James Financial Inc.24,642$1.16M0.0%N/A0.320%
2/13/2025Invesco 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%
2/13/2025Wells Fargo & Company MN133,710$6.32M0.0%-22.2%1.739%
2/11/2025LPL Financial LLC210,003$9.92M0.0%+1.4%2.731%
2/11/2025Virtu Financial LLC19,386$916K0.0%N/A0.252%
2/10/2025 IMG Wealth Management Inc.1,038$49K0.0%N/A0.013%
2/10/2025SlateStone 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%
2/6/2025Raymond James Financial Inc.24,642$1.16M0.0%N/A0.320%
2/6/2025Steward Partners Investment Advisory LLC2,528$119K0.0%+53.9%0.033%
2/6/2025Jones Financial Companies Lllp22,539$1.06M0.0%+79.2%0.293%
2/3/2025Private Advisor Group LLC30,881$1.46M0.0%-2.3%0.402%
2/3/2025Laidlaw 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%
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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%
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%
(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, 108 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), Venturi Wealth Management LLC ($11.19M), LPL Financial LLC ($10.61M), Armbruster Capital Management Inc. ($10.17M), Brookstone Capital Management ($9.18M), UBS Group AG ($8.66M), and Commonwealth Equity Services LLC ($6.59M).Learn more on Invesco S&P SmallCap Low Volatility ETF's institutional investors.

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

Of the 62 institutional investors that purchased Invesco S&P SmallCap Low Volatility ETF's 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), Venturi Wealth Management LLC ($245.70K), Sequoia Financial Advisors LLC ($130.59K), Polaris Wealth Advisory Group LLC ($113.38K), RWA Wealth Partners LLC ($108.52K), Eagle Bluffs Wealth Management LLC ($86.62K), and Trilogy Capital Inc. ($78.77K).

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

Institutional investors have bought a total of 939,202 shares in the last 24 months. This purchase volume represents approximately $43.66M in transactions.

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

Of the 39 institutional investors that sold Invesco S&P SmallCap Low Volatility ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($209.32K), Sculati Wealth Management LLC ($206.44K), Sequoia Financial Advisors LLC ($99.61K), Wells Fargo & Company MN ($38.24K), Two Sigma Investments LP ($29.90K), Brookstone Capital Management ($20.63K), and WBI Investments LLC ($13.33K).

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

Institutional investors have sold a total of 716,139 shares in the last 24 months. This volume of shares sold represents approximately $33.24M in transactions.


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This page (NYSEARCA:XSLV) was last updated on 8/12/2025 by MarketBeat.com Staff
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