Free Trial
→ URGENT: Someone's Moving Gold Out of London... (From Golden Portfolio) (Ad) Buy XSLV Stock  Free XSLV Stock Alerts

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

Invesco S&P SmallCap Low Volatility ETF logo
$45.42 +0.84 (+1.88%)
As of 05/2/2025 04:10 PM Eastern
Compare

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)
$84.59M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$15.36M
Get XSLV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P SmallCap Low Volatility ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XSLV Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Kingsview Wealth Management LLC10,412$481K0.0%-3.4%0.164%
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%
2/26/2025Sculati 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%
2/17/2025Cetera 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%
2/10/2025Harbour Investments Inc.55,058$2.60M0.1%-2.6%0.716%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/10/2025Commonwealth 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%
1/28/2025Wilmington 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%
1/24/2025Eagle 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%
1/13/2025 Brookstone Capital Management208,336$9.84M0.1%-3.6%2.709%
11/25/2024Sanctuary Advisors LLC5,263$267K0.0%N/A0.068%
11/22/2024Sculati Wealth Management LLC64,889$2.87M1.2%-52.8%0.844%
11/18/2024Arete Wealth Advisors LLC4,294$206K0.0%N/A0.056%
11/15/2024MML Investors Services LLC9,754$469K0.0%-21.5%0.127%
11/15/2024SageView Advisory Group LLC5,094$245K0.0%-10.1%0.066%
11/13/2024FMR 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%
11/5/2024Harbour Investments Inc.56,524$2.72M0.1%-1.4%0.735%
11/4/2024Eagle 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%
10/22/2024Private 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%
8/22/2024Cetera Investment Advisers35,545$1.55M0.0%-2.2%0.462%
8/21/2024 Truist Financial Corp18,751$819K0.0%-14.0%0.244%
8/12/2024ProVise Management Group LLC90,844$3.97M0.3%+4.9%1.181%
8/12/2024Mercer 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%
8/8/2024Hazlett Burt & Watson Inc.1,293$56K0.0%+47.6%0.017%
8/6/2024 Chris Bulman Inc2,628$115K0.1%N/A0.034%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
8/6/2024 Strategic Financial Concepts LLC1,362,082$595K0.0%+4,871.5%17.712%
8/5/2024Private Advisor Group LLC32,946$1.44M0.0%-25.4%0.428%
8/1/2024Laidlaw 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%
7/30/2024WBI 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%
7/29/2024Ridgewood Investments LLC3,300$144K0.1%N/A0.043%
7/26/2024Harbour Investments Inc.57,329$2.50M0.1%+2.9%0.746%
7/22/2024Eagle Bluffs Wealth Management LLC77,346$3.38M2.0%+4.0%1.006%
(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, 115 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 ($9.83M), Armbruster Capital Management Inc. ($9.73M), 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 73 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), Arden Trust Co ($188.64K), Trilogy Capital Inc. ($147.75K), 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 2,757,901 shares in the last 24 months. This purchase volume represents approximately $119.58M in transactions.

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

Of the 68 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 ($265.96K), Envestnet Asset Management Inc. ($214.94K), Commonwealth Equity Services LLC ($150.09K), UBS Group AG ($120.78K), Miracle Mile Advisors LLC ($107.14K), Wells Fargo & Company MN ($97.44K), and Brookstone Capital Management ($82.53K).

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

Institutional investors have sold a total of 1,662,570 shares in the last 24 months. This volume of shares sold represents approximately $69.80M in transactions.


Related Companies

This page (NYSEARCA:XSLV) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
What President Trump’s Executive Order 14154 means for your money
Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a f...
Stansberry Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Most traders are panicking. We’re cashing in
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored