S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Claim $10,000 In FREE silver In 2024 (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Claim $10,000 In FREE silver In 2024 (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
66,000% upside on tiny biotech? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Claim $10,000 In FREE silver In 2024 (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Claim $10,000 In FREE silver In 2024 (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
66,000% upside on tiny biotech? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Claim $10,000 In FREE silver In 2024 (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Claim $10,000 In FREE silver In 2024 (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
66,000% upside on tiny biotech? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Claim $10,000 In FREE silver In 2024 (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Claim $10,000 In FREE silver In 2024 (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
66,000% upside on tiny biotech? (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift

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

$43.34
+0.02 (+0.05%)
(As of 02/21/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Low Volatility ETF (NYSEARCA:XSLV)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$72.36 M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$107.66 M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024SageView Advisory Group LLC6,635$0.29M0.0%-63.1%0.064%
2/16/2024Harbour Investments Inc.55,078$2.43M0.1%-1.2%0.530%
2/15/2024Mercer Global Advisors Inc. ADV57,286$2.53M0.0%-12.9%0.551%
2/15/2024Garden State Investment Advisory Services LLC26,251$1.16M0.5%+50.2%0.253%
2/15/2024Baird Financial Group Inc.45,237$2M0.0%+0.7%0.435%
2/15/2024Citadel Advisors LLC19,755$0.87M0.0%+122.2%0.190%
2/14/2024Royal Bank of Canada94,269$4.16M0.0%+44.4%0.907%
2/14/2024Kestra Advisory Services LLC14,350$0.63M0.0%-2.3%0.138%
2/14/2024Traction Financial Partners LLC6,178$0.27M0.2%N/A0.059%
2/13/2024Envestnet Asset Management Inc.91,269$4.03M0.0%-2.1%0.878%
2/13/2024Cetera Advisor Networks LLC21,112$0.93M0.0%-4.2%0.203%
2/13/2024Goldman Sachs Group Inc.11,319$0.50M0.0%-37.1%0.109%
2/12/2024Harvest Investment Services LLC6,253$0.28M0.1%-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%
2/9/2024SageView Advisory Group LLC6,635$0.29M0.0%-63.1%0.064%
2/9/2024Cambridge Investment Research Advisors Inc.13,695$0.61M0.0%-16.7%0.132%
2/9/2024WBI Investments LLC19,287$0.85M0.2%-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%
2/8/2024Kingsview Wealth Management LLC13,575$0.60M0.0%-13.2%0.131%
2/8/2024Janney Montgomery Scott LLC7,441$0.33M0.0%+4.5%0.072%
2/8/2024Pacific Sun Financial Corp5,465$0.24M0.2%-8.1%0.053%
2/7/2024Avantax Advisory Services Inc.14,521$0.64M0.0%-49.7%0.140%
2/6/2024Private Advisor Group LLC44,567$1.97M0.0%+5.4%0.429%
2/6/2024SRS Capital Advisors Inc.634$28K0.0%-27.5%0.006%
2/5/2024Choreo LLC7,467$0.33M0.0%-3.8%0.072%
2/2/2024Truist Financial Corp24,536$1.08M0.0%-12.8%0.236%
2/2/2024Jackson Hole Capital Partners LLC1,922$85K0.0%+27,357.1%0.018%
2/2/2024Atria Wealth Solutions Inc.5,485$0.24M0.0%-14.8%0.053%
2/1/2024SlateStone Wealth LLC7,941$0.35M0.0%-17.3%0.076%
2/1/2024Armbruster Capital Management Inc.174,988$7.73M1.8%-1.1%1.684%
1/31/2024American Financial Advisors LLC13,866$0.61M0.1%-12.0%0.133%
1/30/2024Eagle Bluffs Wealth Management LLC73,374$3.24M2.2%+2.0%0.706%
1/25/2024Hazlett Burt & Watson Inc.870$38K0.0%-49.7%0.008%
1/23/2024Householder Group Estate & Retirement Specialist LLC5,243$0.23M0.1%-8.8%0.050%
1/22/2024Aspire Wealth Management Corp5,794$0.26M0.2%-7.7%0.056%
1/22/2024Miracle Mile Advisors LLC22,649$1M0.0%-52.7%0.218%
1/18/2024Global Retirement Partners LLC4,418$0.19M0.0%+30.1%0.043%
1/16/2024Raymond James Financial Services Advisors Inc.29,831$1.32M0.0%-16.8%0.287%
1/16/2024Raymond James & Associates15,561$0.69M0.0%-7.3%0.150%
1/16/2024SJS Investment Consulting Inc.1,910$84K0.0%N/A0.018%
1/12/2024RDA Financial Network33,106$1.46M0.6%-2.6%0.319%
1/12/2024Trilogy Capital Inc.585,104$25.83M1.6%+7.6%5.631%
1/11/2024Brookstone Capital Management233,225$10.30M0.2%-5.3%2.245%
1/11/2024Ausdal Financial Partners Inc.6,318$0.28M0.0%-37.5%0.061%
1/11/2024McNaughton Wealth Management LLC7,137$0.32M0.2%-53.9%0.069%
1/9/2024Southland Equity Partners LLC4,947$0.22M0.1%N/A0.048%
1/8/2024Baldwin Brothers LLC MA25,905$1.14M0.1%-9.4%0.249%
11/21/2023Comerica Bank4,015$0.16M0.0%N/A0.039%
11/16/2023Harbour Investments Inc.55,765$2.20M0.1%+3.5%0.537%
11/16/2023Belpointe Asset Management LLC6,142$0.24M0.0%-9.5%0.059%
11/15/2023Mercer Global Advisors Inc. ADV65,793$2.60M0.0%-16.8%0.633%
11/15/2023Royal Bank of Canada65,297$2.57M0.0%+210.1%0.628%
11/15/2023Ameriprise Financial Inc.72,899$2.88M0.0%-67.1%0.702%
11/14/2023Qube Research & Technologies Ltd6,196$0.24M0.0%+777.6%0.060%
11/13/2023Garden State Investment Advisory Services LLC17,481$0.69M0.3%+15.2%0.168%
11/13/2023LPL Financial LLC248,091$9.79M0.0%-0.6%2.388%
11/13/2023Invesco Ltd.10,682$0.42M0.0%-39.7%0.103%
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$0.58M0.0%-30.4%0.141%
11/9/2023WBI Investments Inc.20,425$0.81M0.2%-19.3%0.197%
11/9/2023UBS Group AG240,491$9.49M0.0%-24.1%2.315%
11/8/2023Ausdal Financial Partners Inc.10,115$0.40M0.1%-2.9%0.097%
11/8/2023ProVise Management Group LLC80,602$3.18M0.3%+14.1%0.776%
11/8/2023Janney Montgomery Scott LLC7,122$0.28M0.0%-35.2%0.069%
11/8/2023Eagle Strategies LLC7,930$0.31M0.1%+21.1%0.076%
11/8/2023Avantax Advisory Services Inc.28,845$1.14M0.0%+27.9%0.278%
11/8/2023Strategic Financial Concepts LLC24,529$0.97M0.3%+45.3%0.236%
11/7/2023Kingsview Wealth Management LLC15,646$0.62M0.0%-3.2%0.151%
11/6/2023HBK Sorce Advisory LLC12,552$0.50M0.0%-41.6%0.121%
11/3/2023SteelPeak Wealth LLC12,501$0.49M0.0%-14.3%0.120%
11/3/2023SageView Advisory Group LLC17,964$0.71M0.0%-33.2%0.173%
11/2/2023Hazlett Burt & Watson Inc.1,728$68K0.1%N/A0.017%
10/30/2023Navis Wealth Advisors LLC19,297$0.76M1.1%-35.4%0.186%
10/30/2023Eagle Bluffs Wealth Management LLC71,955$2.84M2.2%N/A0.693%
10/30/2023Sandy Spring Bank750$30K0.0%N/A0.007%
10/25/2023Sage Mountain Advisors LLC729$29K0.0%N/A0.007%
10/25/2023Miracle Mile Advisors LLC47,903$1.89M0.1%-27.9%0.461%
10/24/2023Raymond James & Associates16,779$0.66M0.0%-10.5%0.161%
10/24/2023Cambridge Investment Research Advisors Inc.16,435$0.65M0.0%-12.2%0.158%
10/23/2023Commonwealth Equity Services LLC181,293$7.15M0.0%-14.9%1.745%
10/20/2023Brookstone Capital Management246,221$9.55M0.2%-15.4%2.370%
10/18/2023RDA Financial Network33,982$1.34M0.6%-2.1%0.327%
10/17/2023Armbruster Capital Management Inc.176,908$6.98M1.8%-4.6%1.703%
10/17/2023Impact Partnership Wealth LLC10,933$0.43M0.1%N/A0.105%
10/16/2023Trilogy Capital Inc.543,984$21.46M1.5%+7.4%5.236%
10/16/2023Well 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$0.49M0.0%N/A0.120%
10/10/2023Householder Group Estate & Retirement Specialist LLC5,751$0.23M0.1%N/A0.055%
10/10/2023Baldwin Brothers LLC MA28,604$1.13M0.1%-3.7%0.275%
10/5/2023High Net Worth Advisory Group LLC5,853$0.23M0.1%-11.3%0.056%
10/5/2023McNaughton Wealth Management LLC15,472$0.61M0.4%-17.0%0.149%
9/21/2023Barclays PLC1,610$64K0.0%N/A0.015%
9/7/2023Strategic Financial Concepts LLC16,878$0.67M0.2%+3.0%0.162%
8/24/2023ProVise Management Group LLC70,659$2.81M0.3%+3.5%0.680%
8/21/2023Osaic Holdings Inc.57,554$2.29M0.0%-58.6%0.554%
8/15/2023Equitable Holdings Inc.41,973$1.67M0.0%-10.0%0.404%
(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, 150 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), Morgan Stanley ($13.18M), Brookstone Capital Management ($10.30M), 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 113 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. ($0.58M), Arden Trust Co ($0.43M), Avestar Capital LLC ($0.20M), Polaris Wealth Advisory Group LLC ($0.18M), Citadel Advisors LLC ($99.11K), Mariner LLC ($99.08K), and Mercer Global Advisors Inc. ADV ($95.74K).

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

Institutional investors have bought a total of 3,208,759 shares in the last 24 months. This purchase volume represents approximately $138.44M in transactions.

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

Of the 102 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: AE Wealth Management LLC ($1.40M), CFS Investment Advisory Services LLC ($1.02M), Wealth Enhancement Advisory Services LLC ($0.70M), Invesco Ltd. ($0.35M), Envestnet Asset Management Inc. ($0.29M), Commonwealth Equity Services LLC ($0.20M), and Wells Fargo & Company MN ($0.20M).

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

Institutional investors have sold a total of 6,323,195 shares in the last 24 months. This volume of shares sold represents approximately $281.18M in transactions.


This page (NYSEARCA:XSLV) was last updated on 2/22/2024 by MarketBeat.com Staff