Invesco S&P SmallCap High Dividend Low Volatility
XSHD • BATS
Invesco S&P SmallCap High Dividend Low Volatility is an exchange-traded fund on BATS. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $13.5M. LPL Financial LLC is the largest holder with a position valued at $2.5M.
Overview
Overview of institutional ownership in XSHD as of Q3 2025
All Institutions
- Institutions
- 34
- Value Held
- $13.5M
- Shares Held
- 1.0M
- Avg Position
- $397.0K
- Median Position
- $129.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in XSHD as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $2.5M 0.00% of portfolio |
C Concord Wealth Partners RIA/Wealth | $1.9M 0.26% of portfolio |
C Concord Asset Management, LLC/VA RIA/Wealth | $1.9M 0.35% of portfolio |
 Heartwood Wealth Advisors LLC RIA/Wealth | $1.8M 0.17% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $1.1M 0.00% of portfolio |
 Investors Research Corp RIA/Wealth | $592.3K 0.11% of portfolio |
 COWA, LLC RIA/Wealth | $426.2K 0.15% of portfolio |
$424.4K 0.03% of portfolio | |
 Kingsview Wealth Management, LLC RIA/Wealth | $348.1K 0.01% of portfolio |
 IHT Wealth Management, LLC RIA/Wealth | $341.8K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XSHD in Q3 2025
- Traded
- +$1.6M
- Buyers
- 24
- Sellers
- 8
- Total Bought
- +$2.2M
- Total Sold
- −$544.9K
- Avg Position
- $346.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
COWA, LLC RIA/Wealth | +$426.2K +31.8K shares |
L LPL Financial LLC Institution | +$400.9K +29.9K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$288.9K +21.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$284.3K +21.2K shares |
Heartwood Wealth Advisors LLC RIA/Wealth | +$138.7K +10.3K shares |
 Global Retirement Partners, LLC RIA/Wealth | +$94.6K +7.1K shares |
T Tower Research Capital LLC Institution | +$77.7K +5.8K shares |
Cetera Investment Advisers RIA/Wealth | +$67.9K +5.1K shares |
C Concord Wealth Partners RIA/Wealth | +$67.6K +5.0K shares |
C Concord Asset Management, LLC/VA RIA/Wealth | +$65.0K +4.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
E Elite Financial, Inc. RIA/Wealth | −$272.6K −20.3K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$207.5K −15.4K shares |
Kingsview Wealth Management, LLC RIA/Wealth | −$39.2K −2.9K shares |
−$18.2K −1.4K shares | |
 AE Wealth Management LLC RIA/Wealth | −$5.4K −398.0 shares |
Investors Research Corp RIA/Wealth | −$1.8K −137.0 shares |
 FMR LLC Institution | −$148.0 −11.0 shares |
 WELLS FARGO & COMPANY/MN Institution | −$8.0 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XSHD in Q3 2025
- New Positions
- 3
- New Value
- $61.3K
- Exited Positions
- 5
- Exited Value
- $503.8K
New Positions
| Institution | Position Value |
|---|---|
 Graney & King, LLC RIA/Wealth | $53.5K 4.0K shares |
 Triumph Capital Management RIA/Wealth | $5.3K 393.0 shares |
 Sunbelt Securities, Inc. RIA/Wealth | $2.5K 187.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
E Elite Financial, Inc. RIA/Wealth | $272.6K 20.3K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $207.5K 15.4K shares |
$18.2K 1.4K shares | |
AE Wealth Management LLC RIA/Wealth | $5.4K 398.0 shares |
FMR LLC Institution | $148.0 11.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in XSHD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Most Committed Institutions
Institutions with XSHD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C Concord Asset Management, LLC/VA RIA/Wealth | 0.35% $1.9M |
C Concord Wealth Partners RIA/Wealth | 0.26% $1.9M |
Heartwood Wealth Advisors LLC RIA/Wealth | 0.17% $1.8M |
COWA, LLC RIA/Wealth | 0.15% $426.2K |
Investors Research Corp RIA/Wealth | 0.11% $592.3K |
 Eagle Bluffs Wealth Management LLC RIA/Wealth | 0.06% $141.8K |
 CONSULTIVA WEALTH MANAGEMENT, CORP. RIA/Wealth | 0.06% $20.7K |
Graney & King, LLC RIA/Wealth | 0.04% $53.5K |
0.03% $424.4K | |
 TSFG, LLC RIA/Wealth | 0.01% $53.7K |