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

Invesco S&P SmallCap Low Volatility ETF logo
$52.90 0.00 (0.00%)
As of 07/2/2026 04:10 PM 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)
33
Total
Institutional Inflows
(last 12 months)
$23.57M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$24.20M
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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
6/3/2026NewEdge Advisors LLC2,696$127K0.0%-62.7%0.055%
5/19/2026Western Wealth Management LLC693$33K0.0%N/A0.014%
5/19/2026Bank of America Corp DE205,229$9.69M0.0%-2.8%4.223%
5/19/2026Arkadios Wealth Advisors10,270$485K0.0%-2.3%0.211%
5/18/2026Royal Bank of Canada34,391$1.62M0.0%-7.5%0.708%
5/13/2026Cetera Investment Advisers59,171$2.79M0.0%+3.5%1.218%
5/1/2026Fifth Third Bancorp2,567$121K0.0%N/A0.053%
5/1/2026Sequoia Financial Advisors LLC15,944$753K0.0%-11.0%0.328%
4/30/2026Kestra Advisory Services LLC5,479$259K0.0%-8.9%0.113%
4/27/2026Private Advisor Group LLC27,417$1.29M0.0%-1.7%0.564%
4/25/2026Eagle Bluffs Wealth Management LLC97,872$4.62M1.8%+5.0%2.014%
4/22/2026Janney Montgomery Scott LLC5,260$248K0.0%-4.0%0.108%
4/21/2026Armbruster Capital Management Inc.260,019$12.27M2.0%+4.6%5.350%
4/17/2026Brookstone Capital Management201,765$9.52M0.1%+5.3%4.320%
2/23/2026Virtu Financial LLC11,820$548K0.0%-40.5%0.240%
2/18/2026Mercer Global Advisors Inc. ADV39,949$1.85M0.0%-1.5%0.812%
2/17/2026Cetera Investment Advisers57,161$2.65M0.0%+6.7%1.162%
2/17/2026Osaic Holdings Inc.16,290$756K0.0%-20.9%0.331%
2/17/2026Royal Bank of Canada37,192$1.73M0.0%-5.0%0.756%
2/16/2026Eagle Bluffs Wealth Management LLC93,184$4.32M1.8%+4.2%1.894%
2/13/2026Stifel Financial Corp4,788$222K0.0%-10.7%0.097%
2/13/2026Avant Capital LLC5,375$249K0.2%-4.7%0.109%
2/13/2026Arkadios Wealth Advisors10,509$487K0.0%-8.1%0.214%
2/13/2026Wells Fargo & Company MN99,253$4.60M0.0%-5.3%2.017%
2/13/2026Asset Allocation Strategies LLC30,803$1.43M0.3%N/A0.626%
2/12/2026TopTier Wealth Management LLC6,574$305K0.2%N/A0.134%
2/12/2026Commonwealth Equity Services LLC39,418$1.83M0.0%-32.2%0.801%
2/11/2026Janney Montgomery Scott LLC5,482$254K0.0%-12.0%0.111%
2/11/2026LPL Financial LLC187,175$8.68M0.0%-6.4%3.804%
2/10/2026Goldman Sachs Group Inc.20,654$958K0.0%+18.0%0.420%
2/10/2026Northwestern Mutual Wealth Management Co.11,643$540K0.0%-11.5%0.237%
2/9/2026Harbour Investments Inc.658$31K0.0%-98.9%0.013%
2/5/2026Sculati Wealth Management LLC18,549$860K0.3%-37.9%0.377%
2/3/2026Sequoia Financial Advisors LLC17,909$830K0.0%-19.9%0.361%
2/3/2026American Financial Advisors LLC7,675$356K0.0%-8.6%0.155%
2/2/2026Truist Financial Corp16,134$748K0.0%-10.1%0.325%
1/29/2026UBS Group AG201,831$9.36M0.0%-2.4%4.069%
1/27/2026Symmetry Partners LLC8,089$375K0.0%+8.1%0.163%
1/23/2026Farther Finance Advisors LLC1,154$53K0.0%-24.2%0.023%
1/23/2026U.S. Capital Wealth Advisors LLC36,716$1.70M0.0%-12.7%0.736%
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1/23/2026Armbruster Capital Management Inc.248,561$11.53M1.9%+4.6%4.981%
1/21/2026Flagship Harbor Advisors LLC807$37K0.0%N/A0.016%
1/20/2026SteelPeak Wealth LLC12,047$559K0.0%-16.0%0.241%
1/15/2026Lodestone Wealth Management LLC1,184$55K0.0%N/A0.024%
1/15/2026Brookstone Capital Management191,699$8.89M0.1%-2.8%3.834%
1/8/2026Wealth Enhancement Advisory Services LLC35,201$1.66M0.0%-2.0%0.701%
1/6/2026RDA Financial Network4,696$218K0.1%-9.3%0.094%
11/20/2025WBI Investments LLC7,339$340K0.1%-13.6%0.140%
11/18/2025Advisory Services Network LLC900$42K0.0%N/A0.017%
11/17/2025NewEdge Advisors LLC7,408$343K0.0%-5.5%0.141%
11/17/2025Susquehanna International Group LLP9,524$441K0.0%-56.8%0.181%
11/17/2025Sculati Wealth Management LLC29,860$1.38M0.5%-53.8%0.569%
11/17/2025Northwestern Mutual Wealth Management Co.13,158$609K0.0%-12.3%0.251%
11/17/2025Mariner LLC8,479$393K0.0%+10.3%0.162%
11/17/2025Mercer Global Advisors Inc. ADV40,539$1.88M0.0%-4.9%0.772%
11/17/2025Bank of America Corp DE203,215$9.41M0.0%+0.6%3.871%
11/17/2025Ameriprise Financial Inc.14,416$668K0.0%-32.7%0.275%
11/14/2025Raymond James Financial Inc.26,199$1.21M0.0%-3.1%0.499%
11/14/2025Virtu Financial LLC19,879$921K0.1%-8.6%0.379%
11/14/2025Two Sigma Investments LP54,200$2.51M0.0%-11.6%1.032%
11/13/2025UBS Group AG206,797$9.58M0.0%-7.0%3.939%
11/13/2025Private Advisor Group LLC28,106$1.30M0.0%-5.2%0.535%
11/12/2025Kingsview Wealth Management LLC5,245$243K0.0%-48.3%0.100%
11/6/2025Eagle Bluffs Wealth Management LLC89,436$4.14M1.8%+3.3%1.704%
11/5/2025Envestnet Asset Management Inc.45,047$2.09M0.0%-20.8%0.858%
11/4/2025Jones Financial Companies Lllp51,537$2.39M0.0%+15.7%0.982%
11/4/2025Berman McAleer LLC4,572$212K0.0%N/A0.087%
11/3/2025Truist Financial Corp17,937$831K0.0%+3.0%0.342%
10/29/2025Grey Fox Wealth Advisors LLC2,010$93K0.0%N/A0.038%
10/29/2025Arkadios Wealth Advisors11,430$529K0.0%-5.2%0.214%
10/29/2025Wealth Enhancement Advisory Services LLC35,914$1.64M0.0%-21.0%0.674%
10/29/2025Sequoia Financial Advisors LLC22,351$1.04M0.0%-27.9%0.419%
10/27/2025American Financial Advisors LLC8,398$389K0.1%-11.1%0.158%
10/24/2025Legacy Trust5,570$258K0.1%N/A0.105%
10/21/2025SteelPeak Wealth LLC14,349$665K0.0%-1.8%0.268%
10/20/2025Armbruster Capital Management Inc.237,575$11.00M1.9%+6.4%4.432%
10/16/2025HBK Sorce Advisory LLC5,959$273K0.0%-10.7%0.111%
10/15/2025Brookstone Capital Management197,155$9.13M0.1%-2.1%3.678%
10/14/2025HBK Sorce Advisory LLC5,959$273K0.0%-10.7%0.111%
10/14/2025Baldwin Wealth Partners LLC MA16,138$747K0.0%-2.7%0.301%
10/9/2025U.S. Capital Wealth Advisors LLC42,078$1.95M0.1%-7.3%0.785%
10/8/2025RDA Financial Network5,175$240K0.1%-10.8%0.096%
10/8/2025McNaughton Wealth Management LLC4,794$222K0.1%-27.0%0.089%
9/4/2025Osaic Holdings Inc.21,925$999K0.0%-10.4%0.372%
8/15/2025Snowden Capital Advisors LLC24,143$1.10M0.0%+3.1%0.409%
8/15/2025Bank of America Corp DE202,000$9.20M0.0%+86.6%3.424%
8/15/2025Ameriprise Financial Inc.21,411$975K0.0%+12.4%0.363%
8/14/2025Raymond James Financial Inc.27,028$1.23M0.0%+2.7%0.458%
8/13/2025Invesco Ltd.6,782$309K0.0%+14.3%0.115%
8/13/2025Northwestern Mutual Wealth Management Co.15,005$683K0.0%+18.1%0.254%
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8/13/2025Choreo LLC5,463$249K0.0%-17.2%0.093%
8/12/2025SlateStone Wealth LLC7,196$328K0.0%-3.2%0.122%
8/12/2025Laurel Wealth Advisors LLC593$27K0.0%+4,461.5%0.010%
8/8/2025Kingsview Wealth Management LLC10,136$462K0.0%-2.7%0.171%
8/8/2025Sculati Wealth Management LLC64,571$2.94M1.1%-67.4%1.091%
8/8/2025Cetera Investment Advisers35,384$1.61M0.0%+1.9%0.598%
8/8/2025PNC Financial Services Group Inc.761$35K0.0%-72.8%0.013%
8/4/2025HBK Sorce Advisory LLC6,675$304K0.0%-30.8%0.113%
8/1/2025Envestnet Asset Management Inc.56,910$2.59M0.0%+1.5%0.961%
7/30/2025Brookstone Capital Management201,484$9.18M0.1%-5.4%3.403%


XSLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of Invesco S&P SmallCap Low Volatility ETF. The most heavily invested institutionals were Armbruster Capital Management Inc. ($12.27M), Venturi Wealth Management LLC ($11.19M), Bank of America Corp DE ($9.69M), Brookstone Capital Management ($9.52M), UBS Group AG ($9.36M), LPL Financial LLC ($8.68M), and RWA Wealth Partners LLC ($5.01M).Learn more on Invesco S&P SmallCap Low Volatility ETF's institutional investors.

Of the 61 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 ($1.47M), Venturi Wealth Management LLC ($245.70K), Sequoia Financial Advisors LLC ($130.59K), RWA Wealth Partners LLC ($108.52K), Bank of America Corp DE ($94.97K), Armbruster Capital Management Inc. ($83.96K), and Jones Financial Companies Lllp ($58.86K).

Institutional investors have bought a total of 514,464 shares in the last 24 months. This purchase volume represents approximately $23.57M in transactions.

Of the 42 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: Sculati Wealth Management LLC ($179.75K), Sequoia Financial Advisors LLC ($76.45K), Harbour Investments Inc. ($58.51K), Brookstone Capital Management ($21.28K), UBS Group AG ($20.64K), Commonwealth Equity Services LLC ($18.74K), and Wealth Enhancement Advisory Services LLC ($12.96K).

Institutional investors have sold a total of 525,578 shares in the last 24 months. This volume of shares sold represents approximately $24.20M in transactions.


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This page (NYSEARCA:XSLV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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