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

Invesco S&P SmallCap Low Volatility ETF logo
$46.35 +0.80 (+1.75%)
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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)
$91.06M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$25.80M
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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
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%
5/14/2025RWA Wealth Partners LLC108,521$5.01M0.1%N/A1.714%
5/8/2025Harbour Investments Inc.57,429$2.65M0.1%+4.3%0.906%
5/8/2025Arkadios Wealth Advisors12,253$566K0.0%N/A0.193%
5/7/2025Eagle 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%
5/6/2025Cetera Investment Advisers34,720$1.60M0.0%-5.4%0.548%
5/6/2025Avantax 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%
5/2/2025Kingsview Wealth Management LLC10,412$481K0.0%-3.4%0.164%
5/1/2025CWM LLC2,950$136K0.0%-8.3%0.047%
5/1/2025American Financial Advisors LLC9,905$457K0.1%-3.5%0.156%
4/29/2025U.S. Capital Wealth Advisors LLC35,932$1.66M0.1%+59.9%0.567%
4/29/2025Envestnet Asset Management Inc.56,051$2.59M0.0%+1.0%0.884%
4/29/2025Brookstone Capital Management212,975$9.83M0.1%+2.2%3.359%
4/23/2025Sequoia Financial Advisors LLC92,390$4.27M0.0%-29.3%1.457%
4/23/2025HBK Sorce Advisory LLC9,641$445K0.0%-16.2%0.152%
4/23/2025Symmetry Partners LLC5,409$250K0.0%N/A0.085%
4/23/2025Eagle Strategies LLC12,188$563K0.1%+18.8%0.192%
4/16/2025Armbruster Capital Management Inc.210,684$9.73M1.9%+6.5%3.477%
4/16/2025Wealth Enhancement Advisory Services LLC48,157$2.22M0.0%-3.7%0.795%
4/16/2025Destiny Capital Corp CO5,476$253K0.2%-5.3%0.090%
4/14/2025Farther Finance Advisors LLC1,521$71K0.0%+2,478.0%0.025%
4/14/2025RDA Financial Network7,201$332K0.1%-12.6%0.119%
3/17/2025Wealth 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%
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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%
2/14/2025Eagle 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%
2/13/2025Envestnet 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%
2/10/2025IMG 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%
2/10/2025Commonwealth Equity Services LLC139,593$6.59M0.0%-2.3%1.815%
2/7/2025Sequoia 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%
1/31/2025Truist Financial Corp17,604$831K0.0%-4.3%0.229%
1/30/2025Strategic Financial Concepts LLC65,924$3.11M0.1%N/A0.857%
1/30/2025American Financial Advisors LLC10,259$484K0.1%-3.0%0.133%
1/28/2025Wilmington Savings Fund Society FSB4,572$216K0.0%N/A0.059%
1/28/2025Strategic Financial Concepts LLC65,924$3.11M0.0%N/A0.857%
1/24/2025U.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%
1/23/2025SteelPeak Wealth LLC13,237$625K0.0%+4.1%0.172%
1/22/2025Armbruster Capital Management Inc.197,899$9.35M1.9%+2.4%2.573%
1/21/2025Accel Wealth Management6,627$313K0.1%-5.8%0.086%
1/17/2025Janney Montgomery Scott LLC7,177$339K0.0%+7.6%0.093%
1/15/2025Procyon Advisors LLC4,642$219K0.0%N/A0.060%
1/15/2025RDA Financial Network8,235$389K0.1%-38.8%0.107%
1/13/2025Miracle Mile Advisors LLC5,899$279K0.0%-58.1%0.077%
1/13/2025Brookstone 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%
11/13/2024D.A. Davidson & CO.4,225$203K0.0%N/A0.055%
11/13/2024Private Trust Co. NA2,865$138K0.0%-6.8%0.037%
11/12/2024Kingsview Wealth Management LLC10,941$526K0.0%-11.4%0.142%
11/5/2024Harbour Investments Inc.56,524$2.72M0.1%-1.4%0.735%
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11/4/2024Eagle Bluffs Wealth Management LLC79,114$3.81M2.1%+2.3%1.029%
10/25/2024SteelPeak Wealth LLC12,719$612K0.0%-2.9%0.165%
10/25/2024American Financial Advisors LLC10,576$509K0.1%-2.2%0.138%
10/24/2024Wealth 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%
10/15/2024RDA Financial Network13,448$647K0.2%-26.2%0.175%
10/9/2024Pacific Sun Financial Corp4,525$218K0.1%-4.6%0.059%
10/8/2024Brookstone Capital Management216,133$10.40M0.2%-0.6%2.811%
10/7/2024Miracle Mile Advisors LLC14,093$678K0.0%-10.5%0.183%
8/22/2024Cetera Investment Advisers35,545$1.55M0.0%-2.2%0.462%
(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 ($10.61M), 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 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 72 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), Arden Trust Co ($188.64K), Trilogy Capital Inc. ($147.75K), Sequoia Financial Advisors LLC ($130.59K), Polaris Wealth Advisory Group LLC ($113.38K), RWA Wealth Partners LLC ($108.52K), and Eagle Bluffs Wealth Management LLC ($85.77K).

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

Institutional investors have bought a total of 2,037,146 shares in the last 24 months. This purchase volume represents approximately $91.06M 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 ($72.71K), Wells Fargo & Company MN ($38.24K), Sequoia Financial Advisors LLC ($38.20K), Two Sigma Investments LP ($29.90K), RDA Financial Network ($25.19K), and WBI Investments LLC ($17.60K).

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

Institutional investors have sold a total of 555,070 shares in the last 24 months. This volume of shares sold represents approximately $25.80M in transactions.


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This page (NYSEARCA:XSLV) was last updated on 7/2/2025 by MarketBeat.com Staff
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