Invesco S&P Smallcap Low VolXSLVETF
13F holders, Q1 2025 (March 31)113holders −7
12new positions
17sold out
1famous investor
$46.17avg. 13F price*
At the end of Q1 2025, 113 institutions reported holding Invesco S&P Smallcap Low Vol (XSLV) in their 13F filings, down 7 from Q4 2024. 12 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($10.6M), UBS Group AG ($9.9M) and Brookstone Capital Management ($9.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Smallcap Low Vol
- CUSIP
- 46138G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.2M |
| Exits | 17 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 259,502 shares bought and 438,474 shares sold, net −178,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| LPL Financial LLC | 0.00% | Add +9.4% | 229,675 | $10.6M |
| UBS Group AG | 0.00% | Reduce -13.0% | 213,446 | $9.9M |
| Brookstone Capital Management | 0.14% | Add +2.2% | 212,975 | $9.8M |
| Armbruster Capital Management, Inc. | 1.94% | Add +6.5% | 210,684 | $9.7M |
| Sculati Wealth Management, LLC | 3.71% | Add +4.0% | 198,302 | $9.2M |
| Morgan Stanley | 0.00% | Reduce -9.7% | 135,039 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.6% | 122,050 | $5.6M |
| Wells Fargo & Company | 0.00% | Reduce -13.8% | 115,234 | $5.3M |
| Rwa Wealth Partners, LLC | 0.06% | New | 108,521 | $5.0M |
| Bank of America Corp. | 0.00% | Reduce -10.9% | 108,248 | $5.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -29.3% | 92,390 | $4.3M |
| Eagle Bluffs Wealth Management LLC | 2.09% | Add +2.0% | 85,767 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 68,346 | $3.2M |
| Harbour Investments, Inc. | 0.08% | Add +4.3% | 57,429 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 56,051 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.7% | 48,157 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.6% | 46,873 | $2.2M |
| Two Sigma Investments, LP | 0.00% | Add +107.4% | 36,300 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +59.9% | 35,932 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -5.4% | 34,720 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +48.9% | 33,552 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 30,509 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +6.8% | 26,323 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.8% | 24,468 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -12.4% | 23,407 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 19,049 | $880K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -13.0% | 18,473 | $853K |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 17,248 | $796K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 16,584 | $766K |
| Citadel Advisors | 0.00% | New | 14,380 | $664K |
| SteelPeak Wealth, LLC | 0.03% | Add +1.1% | 13,389 | $618K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 12,706 | $587K |
| Arkadios Wealth Advisors | 0.02% | New | 12,253 | $566K |
| Eagle Strategies LLC | 0.10% | Add +18.9% | 12,188 | $563K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 11,936 | $551K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.4% | 10,412 | $481K |
| American Financial Advisors, LLC | 0.07% | Reduce -3.5% | 9,905 | $457K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -16.2% | 9,641 | $445K |
| Equitable Holdings, Inc. | 0.00% | Reduce -73.9% | 9,435 | $436K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -92.4% | 8,644 | $399K |
| MML Investors Services, LLC | 0.00% | Reduce -8.9% | 7,906 | $365K |
| NewEdge Advisors, LLC | 0.00% | No change | 7,826 | $361K |
| HRT Financial LP | 0.00% | Add +74.1% | 7,746 | $357K |
| Mariner, LLC | 0.00% | Add +8.2% | 7,605 | $351K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -41.1% | 7,569 | $350K |
| SlateStone Wealth, LLC | 0.03% | No change | 7,432 | $343K |
| RDA Financial Network | 0.10% | Reduce -12.6% | 7,201 | $332K |
| Wbi Investments, LLC | 0.09% | Reduce -58.2% | 7,153 | $330K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.1% | 6,952 | $321K |
| Sage Mountain Advisors LLC | 0.02% | No change | 6,750 | $312K |
| Accel Wealth Management | 0.11% | No change | 6,627 | $306K |
| Choreo, LLC | 0.00% | Reduce -5.1% | 6,598 | $305K |
| McNaughton Wealth Management, LLC | 0.15% | No change | 6,569 | $303K |
| GWN Securities Inc. | 0.02% | New | 6,387 | $291K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.8% | 6,097 | $282K |
| Invesco Ltd. | 0.00% | Add +1.9% | 5,936 | $274K |
| Avant Capital LLC | 0.22% | No change | 5,714 | $264K |
| Legacy Trust | 0.06% | No change | 5,570 | $257K |
| Destiny Capital Corp | 0.17% | Reduce -5.3% | 5,476 | $253K |
| Symmetry Partners, LLC | 0.03% | New | 5,409 | $250K |
| Waverly Advisors, LLC | 0.00% | Reduce -3.9% | 4,981 | $230K |
| SageView Advisory Group, LLC | 0.01% | Reduce -6.2% | 4,648 | $215K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.0% | 4,615 | $213K |
| Jane Street Group, LLC | 0.00% | New | 4,577 | $211K |
| Southland Equity Partners LLC | 0.05% | Reduce -4.6% | 4,462 | $206K |
| Stifel Financial Corp. | 0.00% | New | 4,426 | $204K |
| Cwm, LLC | 0.00% | Reduce -8.3% | 2,950 | $136K |
| Ridgewood Investments LLC | 0.06% | Reduce -4.0% | 2,866 | $132K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,796 | $129K |
| Comerica Bank | 0.00% | Reduce -8.5% | 2,719 | $126K |
| Private Trust Co. NA | 0.01% | Reduce -5.5% | 2,709 | $125K |
| Painted Porch Advisors LLC | 0.04% | Reduce -85.8% | 2,210 | $102K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,922 | $89K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -29.4% | 1,785 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +2478.0% | 1,521 | $71K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.1% | 1,309 | $60K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,145 | $53K |
| 10Elms LLP | 0.06% | Reduce -1.1% | 1,016 | $47K |
| Transce3nd, LLC | 0.02% | No change | 866 | $40K |
| IMG Wealth Management, Inc. | 0.03% | Reduce -19.9% | 832 | $38K |
| FMR LLC | 0.00% | Add +5.4% | 723 | $33K |
| Citigroup Inc. | 0.00% | New | 635 | $29K |
| Arax Advisory Partners | 0.00% | Add +51.5% | 471 | $22K |
| City State Bank | 0.01% | No change | 426 | $20K |
| MAI Capital Management | 0.00% | No change | 377 | $17K |
| CX Institutional | 0.00% | New | 316 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 276 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -17.9% | 270 | $12K |
| Darwin Wealth Management, LLC | 0.00% | No change | 232 | $11K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 228 | $11K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -26.4% | 226 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 225 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 200 | $9K |
| Roxbury Financial LLC | 0.01% | Add +1.9% | 163 | $8K |
| Cedar Wealth Management, LLC | 0.00% | No change | 167 | $8K |
| Lindbrook Capital, LLC | 0.00% | No change | 167 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 158 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 90 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 72 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 72 | $3K |
"% of holder's portfolio" is XSLV's weight in each manager's 13F, not the share of Invesco S&P Smallcap Low Vol the manager owns.