Who Owns XSLV?
Invesco S&P SmallCap Low Volatility ETF — Institutional Ownership & 13F Holdings
$50.08
+0.29 (+0.59%)
Market Cap
$239.8M
Shares Outstanding
4,618,176
Institutional Holders
110
Total Inst. Value
$668.2M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
27
Closed Positions
17
Increased
23
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $586.7M | 12,706 |
| 2 | UBS Group AG | $9.9M | 213,446 |
| 3 | Armbruster Capital Management, Inc. | $9.7M | 210,684 |
| 4 | MORGAN STANLEY | $6.2M | 135,039 |
| 5 | WELLS FARGO & COMPANY/MN | $5.3M | 115,234 |
| 6 | BANK OF AMERICA CORP /DE/ | $5.0M | 108,248 |
| 7 | Sequoia Financial Advisors, LLC | $4.3M | 92,390 |
| 8 | Eagle Bluffs Wealth Management LLCNew | $4.0M | 85,767 |
| 9 | ROYAL BANK OF CANADA | $3.2M | 68,346 |
| 10 | HARBOUR INVESTMENTS, INC. | $2.7M | 57,429 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +366 | $586.7M |
| Armbruster Capital Management, Inc. | +13K | $9.7M |
| Eagle Bluffs Wealth Management LLCNew | +86K | $4.0M |
| HARBOUR INVESTMENTS, INC. | +2K | $2.7M |
| JONES FINANCIAL COMPANIES LLLP | +42K | $2.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | -105K | $399K |
| Sequoia Financial Advisors, LLC | -38K | $4.3M |
| UBS Group AG | -32K | $9.9M |
| Equitable Holdings, Inc. | -27K | $436K |
| WELLS FARGO & COMPANY/MN | -18K | $5.3M |
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Frequently Asked Questions
How many institutional investors hold XSLV?
As of Q1 2025, 110 institutional investors report holding XSLV (Invesco S&P SmallCap Low Volatility ETF) in their 13F filings.
Which hedge fund owns the most XSLV?
The largest institutional holder of XSLV is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $586.7M in shares.
Are institutions buying or selling XSLV?
This quarter, 27 institutions opened new positions in XSLV and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.