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

$48.10

+0.58 (+1.22%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 37
Total Institutional Inflows (last 12 months): $20.47M

Number of Institutional Sellers (last 12 months): 51
Total Institutional Outflows (last 12 months): $40.32M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	57,329	$2.50M	0.1%	+2.9%	0.746%
7/22/2024	Eagle Bluffs Wealth Management LLC	77,346	$3.38M	2.0%	+4.0%	1.006%
7/19/2024	Pacific Sun Financial Corp	4,745	$207K	0.1%	-11.6%	0.062%
7/18/2024	Brookstone Capital Management	217,478	$10.29M	0.2%	-2.7%	2.828%
7/18/2024	Miracle Mile Advisors LLC	15,745	$687K	0.0%	-5.6%	0.205%
7/17/2024	SteelPeak Wealth LLC	13,100	$572K	0.0%	+9.2%	0.170%
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7/16/2024	Wealth Enhancement Advisory Services LLC	53,659	$2.34M	0.0%	-1.4%	0.698%
7/12/2024	Accel Wealth Management	7,664	$335K	0.1%	+7.8%	0.100%
7/10/2024	RDA Financial Network	18,219	$795K	0.3%	-43.8%	0.237%
7/10/2024	CWM LLC	3,217	$140K	0.0%	-19.4%	0.042%
5/24/2024	Cetera Advisors LLC	15,519	$686K	0.0%	+153.0%	0.202%
5/24/2024	Cetera Investment Advisers	36,340	$1.61M	0.0%	+424.5%	0.473%
5/14/2024	Sculati Wealth Management LLC	64,889	$2.87M	1.2%	+4.6%	0.844%
5/9/2024	ProVise Management Group LLC	86,604	$3.83M	0.3%	+7.7%	1.126%
5/9/2024	Kingsview Wealth Management LLC	12,312	$544K	0.0%	-9.3%	0.160%
5/8/2024	Avantax Advisory Services Inc.	12,675	$560K	0.0%	-12.7%	0.165%
5/4/2024	WBI Investments LLC	24,789	$1.10M	0.2%	+28.5%	0.322%
5/1/2024	Janney Montgomery Scott LLC	6,583	$291K	0.0%	-11.5%	0.086%
4/30/2024	Private Advisor Group LLC	44,184	$1.95M	0.0%	-0.9%	0.575%
4/29/2024	Commonwealth Equity Services LLC	151,987	$6.72M	0.0%	-12.4%	1.951%
4/29/2024	Aspire Wealth Management Corp	5,154	$228K	0.1%	-11.0%	0.066%
4/25/2024	Capital Investment Advisory Services LLC	801	$35K	0.0%	-44.8%	0.010%
4/23/2024	Sage Mountain Advisors LLC	6,750	$298K	0.0%	+825.9%	0.087%
4/22/2024	Strategic Financial Concepts LLC	27,398	$1.21M	0.3%	N/A	0.352%
4/22/2024	American Financial Advisors LLC	12,751	$564K	0.1%	-8.0%	0.164%
4/22/2024	Eagle Bluffs Wealth Management LLC	74,405	$3.29M	2.0%	+1.4%	0.955%
4/19/2024	Accel Wealth Management	7,110	$314K	0.1%	-7.4%	0.091%
4/18/2024	Miracle Mile Advisors LLC	16,684	$738K	0.0%	-26.3%	0.214%
4/18/2024	SteelPeak Wealth LLC	11,993	$530K	0.0%	N/A	0.154%
4/16/2024	Wealth Enhancement Advisory Services LLC	54,417	$2.41M	0.0%	-16.3%	0.699%
4/15/2024	Brookstone Capital Management	223,490	$9.88M	0.2%	-4.2%	2.869%
4/11/2024	RDA Financial Network	32,390	$1.43M	0.5%	-2.2%	0.312%
3/6/2024	SageView Advisory Group LLC	6,635	$289K	0.0%	-63.1%	0.064%
2/26/2024	Virtu Financial LLC	5,178	$229K	0.0%	N/A	0.050%
2/15/2024	Garden State Investment Advisory Services LLC	26,251	$1.16M	0.5%	+50.2%	0.253%
2/14/2024	Traction Financial Partners LLC	6,178	$273K	0.2%	N/A	0.059%
2/12/2024	Harvest Investment Services LLC	6,253	$276K	0.1%	-3.8%	0.060%
2/12/2024	Laidlaw Wealth Management LLC	29,462	$1.30M	0.5%	-40.4%	0.284%
2/12/2024	Sculati Wealth Management LLC	62,030	$2.74M	1.3%	-1.5%	0.597%
2/9/2024	SageView Advisory Group LLC	6,635	$289K	0.0%	-63.1%	0.064%
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2/9/2024	WBI Investments LLC	19,287	$852K	0.2%	-5.6%	0.186%
2/9/2024	Wells Fargo & Company MN	196,063	$8.66M	0.0%	-23.2%	1.887%
2/9/2024	UBS Group AG	196,057	$8.66M	0.0%	-18.5%	1.887%
2/8/2024	Kingsview Wealth Management LLC	13,575	$599K	0.0%	-13.2%	0.131%
2/8/2024	Pacific Sun Financial Corp	5,465	$241K	0.2%	-8.1%	0.053%
2/7/2024	Avantax Advisory Services Inc.	14,521	$641K	0.0%	-49.7%	0.140%
2/6/2024	Private Advisor Group LLC	44,567	$1.97M	0.0%	+5.4%	0.429%
2/6/2024	SRS Capital Advisors Inc.	634	$28K	0.0%	-27.5%	0.006%
2/5/2024	Choreo LLC	7,467	$330K	0.0%	-3.8%	0.072%
2/2/2024	Truist Financial Corp	24,536	$1.08M	0.0%	-12.8%	0.236%
2/2/2024	Jackson Hole Capital Partners LLC	1,922	$85K	0.0%	+27,357.1%	0.018%
2/2/2024	Atria Wealth Solutions Inc.	5,485	$242K	0.0%	-14.8%	0.053%
2/1/2024	SlateStone Wealth LLC	7,941	$351K	0.0%	-17.3%	0.076%
2/1/2024	Armbruster Capital Management Inc.	174,988	$7.73M	1.8%	-1.1%	1.684%
1/31/2024	American Financial Advisors LLC	13,866	$612K	0.1%	-12.0%	0.133%
1/30/2024	Eagle Bluffs Wealth Management LLC	73,374	$3.24M	2.2%	+2.0%	0.706%
1/25/2024	Hazlett Burt & Watson Inc.	870	$38K	0.0%	-49.7%	0.008%
1/23/2024	Householder Group Estate & Retirement Specialist LLC	5,243	$231K	0.1%	-8.8%	0.050%
1/22/2024	Aspire Wealth Management Corp	5,794	$256K	0.2%	-7.7%	0.056%
1/22/2024	Miracle Mile Advisors LLC	22,649	$1M	0.0%	-52.7%	0.218%
1/18/2024	Global Retirement Partners LLC	4,418	$189K	0.0%	+30.1%	0.043%
1/16/2024	Raymond James Financial Services Advisors Inc.	29,831	$1.32M	0.0%	-16.8%	0.287%
1/16/2024	Raymond James & Associates	15,561	$687K	0.0%	-7.3%	0.150%
1/16/2024	SJS Investment Consulting Inc.	1,910	$84K	0.0%	N/A	0.018%
1/12/2024	RDA Financial Network	33,106	$1.46M	0.6%	-2.6%	0.319%
1/12/2024	Trilogy Capital Inc.	585,104	$25.83M	1.6%	+7.6%	5.631%
1/11/2024	Brookstone Capital Management	233,225	$10.30M	0.2%	-5.3%	2.245%
1/11/2024	Ausdal Financial Partners Inc.	6,318	$279K	0.0%	-37.5%	0.061%
1/11/2024	McNaughton Wealth Management LLC	7,137	$315K	0.2%	-53.9%	0.069%
1/9/2024	Southland Equity Partners LLC	4,947	$218K	0.1%	N/A	0.048%
1/8/2024	Baldwin Brothers LLC MA	25,905	$1.14M	0.1%	-9.4%	0.249%
11/16/2023	Harbour Investments Inc.	55,765	$2.20M	0.1%	+3.5%	0.537%
11/16/2023	Belpointe Asset Management LLC	6,142	$242K	0.0%	-9.5%	0.059%
11/15/2023	Mercer Global Advisors Inc. ADV	65,793	$2.60M	0.0%	-16.8%	0.633%
11/13/2023	Garden State Investment Advisory Services LLC	17,481	$689K	0.3%	+15.2%	0.168%
11/13/2023	LPL Financial LLC	248,091	$9.79M	0.0%	-0.6%	2.388%
11/13/2023	Laidlaw Wealth Management LLC	49,460	$1.95M	0.6%	-15.6%	0.476%
11/13/2023	Envestnet Asset Management Inc.	93,214	$3.68M	0.0%	-29.1%	0.897%
11/13/2023	Kestra Advisory Services LLC	14,684	$579K	0.0%	-30.4%	0.141%
11/9/2023	WBI Investments Inc.	20,425	$806K	0.2%	-19.3%	0.197%
11/9/2023	UBS Group AG	240,491	$9.49M	0.0%	-24.1%	2.315%
11/8/2023	Ausdal Financial Partners Inc.	10,115	$399K	0.1%	-2.9%	0.097%
11/8/2023	ProVise Management Group LLC	80,602	$3.18M	0.3%	+14.1%	0.776%
11/8/2023	Janney Montgomery Scott LLC	7,122	$281K	0.0%	-35.2%	0.069%
11/8/2023	Eagle Strategies LLC	7,930	$313K	0.1%	+21.1%	0.076%
11/8/2023	Avantax Advisory Services Inc.	28,845	$1.14M	0.0%	+27.9%	0.278%
11/8/2023	Strategic Financial Concepts LLC	24,529	$967K	0.3%	+45.3%	0.236%
11/7/2023	Kingsview Wealth Management LLC	15,646	$617K	0.0%	-3.2%	0.151%
11/6/2023	HBK Sorce Advisory LLC	12,552	$495K	0.0%	-41.6%	0.121%
11/3/2023	SteelPeak Wealth LLC	12,501	$493K	0.0%	-14.3%	0.120%
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11/3/2023	SageView Advisory Group LLC	17,964	$709K	0.0%	-33.2%	0.173%
11/2/2023	Hazlett Burt & Watson Inc.	1,728	$68K	0.1%	N/A	0.017%
10/30/2023	Navis Wealth Advisors LLC	19,297	$761K	1.1%	-35.4%	0.186%
10/30/2023	Eagle Bluffs Wealth Management LLC	71,955	$2.84M	2.2%	N/A	0.693%
10/30/2023	Sandy Spring Bank	750	$30K	0.0%	N/A	0.007%
10/25/2023	Sage Mountain Advisors LLC	729	$29K	0.0%	N/A	0.007%
10/25/2023	Miracle Mile Advisors LLC	47,903	$1.89M	0.1%	-27.9%	0.461%
10/24/2023	Raymond James & Associates	16,779	$662K	0.0%	-10.5%	0.161%
10/24/2023	Cambridge Investment Research Advisors Inc.	16,435	$648K	0.0%	-12.2%	0.158%
10/23/2023	Commonwealth Equity Services LLC	181,293	$7.15M	0.0%	-14.9%	1.745%

(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, 122 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 ($10.29M), LPL Financial LLC ($9.79M), UBS Group AG ($8.66M), Wells Fargo & Company MN ($8.66M), and Armbruster Capital Management Inc. ($7.73M).Learn more on XSLV's institutional investors.
Which institutional investors have been buying Invesco S&P SmallCap Low Volatility ETF stock?: Of the 84 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. ($572.48K), Arden Trust Co ($434.08K), Avestar Capital LLC ($202.00K), Polaris Wealth Advisory Group LLC ($113.38K), Eagle Bluffs Wealth Management LLC ($77.35K), 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 2,235,526 shares in the last 24 months. This purchase volume represents approximately $94.27M in transactions.

Which Invesco S&P SmallCap Low Volatility ETF major shareholders have been selling company stock?: Of the 83 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 ($710.54K), Envestnet Asset Management Inc. ($284.38K), Avestar Capital LLC ($160.44K), Commonwealth Equity Services LLC ($158.56K), UBS Group AG ($122.46K), and Miracle Mile Advisors LLC ($97.29K).
How much institutional selling is happening at Invesco S&P SmallCap Low Volatility ETF?: Institutional investors have sold a total of 3,352,700 shares in the last 24 months. This volume of shares sold represents approximately $142.56M in transactions.