XSLV Institutional Ownership
Invesco S&P SmallCap Low Volatility ETF
1W: -0.8%
1M: -5.2%
3M: -6.0%
YTD: +6.9%
1Y: +7.2%
3Y: +32.4%
5Y: +15.0%
$49.66
+0.45 (+0.91%)
Weekly Expected Move ±1.4%
$48
$49
$50
$50
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XSLV
110
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
109M
Total Invested
16
New Positions
18
Increased
49
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (125 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 265,916 | 13M | +5,897 | +2.3% | 26Q | SEC ↗ |
| 2 | Brookstone Capital Management | 180,922 | 9M | -20,843 | -10.3% | 33Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 177,847 | 9M | -27,382 | -13.3% | 15Q | SEC ↗ |
| 4 | UBS Group AG | 171,333 | 9M | -118 | -0.1% | 33Q | SEC ↗ |
| 5 | LPL Financial LLC | 165,135 | 8M | -8,867 | -5.1% | 33Q | SEC ↗ |
| 6 | MORGAN STANLEY | 124,835 | 6M | -1,695 | -1.3% | 33Q | SEC ↗ |
| 7 | Eagle Bluffs Wealth Management LLC | 103,862 | 5M | +5,990 | +6.1% | 12Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 96,789 | 5M | -710 | -0.7% | 33Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 61,996 | 3M | +2,825 | +4.8% | 23Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 50,030 | 2M | -1,213 | -2.4% | 9Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 48,779 | 2M | -1,799 | -3.6% | 7Q | SEC ↗ |
| 12 | U.S. Capital Wealth Advisors, LLC | 46,032 | 2M | +9,316 | +25.4% | 6Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 41,097 | 2M | -3,112 | -7.0% | 33Q | SEC ↗ |
| 14 | Arax Advisory Partners | 41,013 | 2M | +40,702 | +13087.5% | 3Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 38,858 | 2M | -287 | -0.7% | 14Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 36,497 | 2M | +2,106 | +6.1% | 33Q | SEC ↗ |
| 17 | TWO SIGMA INVESTMENTS, LP | 34,500 | 2M | -11,000 | -24.2% | 13Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 32,432 | 2M | -3,672 | -10.2% | 33Q | SEC ↗ |
| 19 | Private Advisor Group, LLC | 27,523 | 1M | +106 | +0.4% | 30Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 26,236 | 1M | -543 | -2.0% | 26Q | SEC ↗ |
| 21 | Virtu Financial LLC NEW | 24,938 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 24,055 | 1M | -511 | -2.1% | 33Q | SEC ↗ |
| 23 | Sculati Wealth Management, LLC | 17,779 | 883K | -237 | -1.3% | 25Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 15,450 | 767K | -518 | -3.2% | 26Q | SEC ↗ |
| 25 | TRUIST FINANCIAL CORP | 14,936 | 742K | -1,643 | -9.9% | 27Q | SEC ↗ |
| 26 | Sequoia Financial Advisors, LLC | 14,255 | 708K | -1,689 | -10.6% | 7Q | SEC ↗ |
| 27 | Eagle Strategies LLC | 13,437 | 667K | +35 | +0.3% | 9Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 12,873 | 639K | — | +0.0% | 1Q | SEC ↗ |
| 29 | AMERIPRISE FINANCIAL INC | 12,493 | 620K | -48 | -0.4% | 16Q | SEC ↗ |
| 30 | BALDWIN WEALTH PARTNERS LLC/MA | 11,693 | 581K | — | +0.0% | 15Q | SEC ↗ |
| 31 | Geneos Wealth Management Inc. | 11,360 | 564K | +5,498 | +93.8% | 33Q | SEC ↗ |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 11,194 | 556K | +16 | +0.1% | 33Q | SEC ↗ |
| 33 | SteelPeak Wealth, LLC | 10,564 | 525K | -1,336 | -11.2% | 10Q | SEC ↗ |
| 34 | Arkadios Wealth Advisors | 10,019 | 497K | -251 | -2.4% | 6Q | SEC ↗ |
| 35 | Symmetry Partners, LLC | 8,706 | 432K | +209 | +2.5% | 6Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC NEW | 8,699 | 432K | — | +0.0% | 1Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC NEW | 7,737 | 384K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Mariner, LLC | 7,076 | 351K | -912 | -11.4% | 7Q | SEC ↗ |
| 39 | TopTier Wealth Management, LLC | 6,620 | 329K | +13 | +0.2% | 3Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 6,312 | 313K | +3,616 | +134.1% | 30Q | SEC ↗ |
| 41 | American Financial Advisors, LLC | 6,095 | 303K | -1,396 | -18.6% | 16Q | SEC ↗ |
| 42 | Creative Planning | 5,774 | 287K | -23 | -0.4% | 2Q | SEC ↗ |
| 43 | CHOREO, LLC | 5,574 | 277K | +4 | +0.1% | 14Q | SEC ↗ |
| 44 | Legacy Trust | 5,570 | 277K | — | +0.0% | 4Q | SEC ↗ |
| 45 | Janney Montgomery Scott LLC | 5,234 | 260K | -26 | -0.5% | 33Q | SEC ↗ |
| 46 | Kestra Advisory Services, LLC | 5,091 | 253K | -388 | -7.1% | 24Q | SEC ↗ |
| 47 | Kingsview Wealth Management, LLC | 5,081 | 252K | -125 | -2.4% | 32Q | SEC ↗ |
| 48 | STIFEL FINANCIAL CORP | 4,993 | 248K | +13 | +0.3% | 6Q | SEC ↗ |
| 49 | Waverly Advisors, LLC | 4,881 | 242K | — | +0.0% | 9Q | SEC ↗ |
| 50 | McNaughton Wealth Management, LLC | 4,794 | 238K | — | +0.0% | 25Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Virtu Financial LLC | 24,938 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,873 | 639K |
| GOLDMAN SACHS GROUP INC | 8,699 | 432K |
| CITADEL ADVISORS LLC | 7,737 | 384K |
| Global Retirement Partners, LLC | 4,646 | 231K |
| Portland Financial Advisors Inc | 4,108 | 204K |
| SageView Advisory Group, LLC | 4,090 | 203K |
| Advisor OS, LLC | 3,952 | 196K |
| Spectrum Wealth Advisory Group, LLC | 3,416 | 170K |
| Integrated Wealth Concepts LLC | 1,116 | 55K |
| BlackRock, Inc. | 850 | 42K |
| Harborfront Financial Group LLC | 446 | 22K |
| Institute for Wealth Management, LL | 267 | 13K |
| CoreCap Advisors, LLC | 145 | 7K |
| ASSETMARK, INC | 54 | 3K |
| COMPASS FINANCIAL MANAGEMENT LLC | 5 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RWA WEALTH PARTNERS, LLC | 93,692 | 5M |
| WBI INVESTMENTS, LLC | 7,329 | 364K |
| Sage Mountain Advisors LLC | 6,750 | 335K |
| Snowden Capital Advisors LLC | 6,004 | 298K |
| HBK Sorce Advisory LLC | 5,963 | 296K |
| Destiny Capital Corp/CO | 5,350 | 266K |
| MML INVESTORS SERVICES, LLC | 4,298 | 213K |
| Advisory Services Network, LLC | 831 | 41K |
| FLAGSHIP HARBOR ADVISORS, LLC | 807 | 40K |
| Western Wealth Management, LLC | 693 | 34K |
| HAZLETT, BURT & WATSON, INC. | 415 | 21K |
| MAI Capital Management | 377 | 19K |
| GHP Investment Advisors, Inc. | 200 | 10K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 151 | 7K |
| AlphaCore Capital LLC | 150 | 7K |
| Kingdom Financial Group LLC. | 82 | 4K |
| Bogart Wealth, LLC | 74 | 4K |
| MCGUIRE CAPITAL ADVISORS INC | 35 | 2K |
| Russell Investments Group, Ltd. | 28 | 1K |
| Laurel Wealth Advisors LLC | 13 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arax Advisory Partners | +40,702 | +13087.5% | 41,013 |
| U.S. Capital Wealth Advisors, LLC | +9,316 | +25.4% | 46,032 |
| Eagle Bluffs Wealth Management LLC | +5,990 | +6.1% | 103,862 |
| Armbruster Capital Management, Inc. | +5,897 | +2.3% | 265,916 |
| Geneos Wealth Management Inc. | +5,498 | +93.8% | 11,360 |
| NewEdge Advisors, LLC | +3,616 | +134.1% | 6,312 |
| Cetera Investment Advisers | +2,825 | +4.8% | 61,996 |
| ROYAL BANK OF CANADA | +2,106 | +6.1% | 36,497 |
| CWM, LLC | +1,643 | +63.8% | 4,217 |
| FMR LLC | +989 | +625.9% | 1,147 |
| RDA Financial Network | +335 | +7.7% | 4,713 |
| Symmetry Partners, LLC | +209 | +2.5% | 8,706 |
| Private Advisor Group, LLC | +106 | +0.4% | 27,523 |
| Eagle Strategies LLC | +35 | +0.3% | 13,437 |
| Jaffetilchin Investment Partners, L | +31 | +0.7% | 4,743 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +16 | +0.1% | 11,194 |
| PNC Financial Services Group, Inc. | +14 | +1.8% | 775 |
| TopTier Wealth Management, LLC | +13 | +0.2% | 6,620 |
| STIFEL FINANCIAL CORP | +13 | +0.3% | 4,993 |
| 10Elms LLP | +5 | +0.7% | 751 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -27,382 | -13.3% | 177,847 |
| Brookstone Capital Management | -20,843 | -10.3% | 180,922 |
| TWO SIGMA INVESTMENTS, LP | -11,000 | -24.2% | 34,500 |
| LPL Financial LLC | -8,867 | -5.1% | 165,135 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,672 | -10.2% | 32,432 |
| ENVESTNET ASSET MANAGEMENT INC | -3,112 | -7.0% | 41,097 |
| RAYMOND JAMES FINANCIAL INC | -1,799 | -3.6% | 48,779 |
| MORGAN STANLEY | -1,695 | -1.3% | 124,835 |
| Sequoia Financial Advisors, LLC | -1,689 | -10.6% | 14,255 |
| TRUIST FINANCIAL CORP | -1,643 | -9.9% | 14,936 |
| American Financial Advisors, LLC | -1,396 | -18.6% | 6,095 |
| SteelPeak Wealth, LLC | -1,336 | -11.2% | 10,564 |
| JONES FINANCIAL COMPANIES LLLP | -1,213 | -2.4% | 50,030 |
| Mariner, LLC | -912 | -11.4% | 7,076 |
| Steward Partners Investment Advisor | -835 | -49.6% | 850 |
| WELLS FARGO & COMPANY/MN | -710 | -0.7% | 96,789 |
| Avant Capital LLC | -615 | -13.1% | 4,076 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -543 | -2.0% | 26,236 |
| OSAIC HOLDINGS, INC. | -518 | -3.2% | 15,450 |
| Cambridge Investment Research Advis | -511 | -2.1% | 24,055 |