
Invesco S&P SmallCap Low Volatility is an exchange-traded fund on ARCA. As of Q3 2025, 105 institutional investors hold shares in this ETF, with total holdings valued at $108.4M. Armbruster Capital Management, Inc. is the largest holder with a position valued at $11.0M.
Overview of institutional ownership in XSLV as of Q3 2025
Institutions with the largest positions in XSLV as of Q3 2025
| Institution | Position Value |
|---|---|
A Armbruster Capital Management, Inc. RIA/Wealth | $11.0M 1.87% of portfolio |
UBS Group AG Institution | $9.6M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $9.4M 0.00% of portfolio |
L LPL Financial LLC Institution | $9.3M 0.00% of portfolio |
Brookstone Capital Management RIA/Wealth | $9.1M 0.11% of portfolio |
MORGAN STANLEY RIA/Wealth | $6.1M 0.00% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $4.9M 0.00% of portfolio |
Eagle Bluffs Wealth Management LLC RIA/Wealth | $4.1M 1.79% of portfolio |
HARBOUR INVESTMENTS, INC. RIA/Wealth | $2.7M 0.06% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.7M 0.00% of portfolio |
Institutional buying and selling activity for XSLV in Q3 2025
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$842.9K +18.2K shares |
A Armbruster Capital Management, Inc. RIA/Wealth | +$662.5K +14.3K shares |
+$573.2K +12.4K shares | |
H HRT FINANCIAL LLC Institution | +$477.3K +10.3K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$324.5K +7.0K shares |
L Legacy Trust Institution | +$257.9K +5.6K shares |
GOLDMAN SACHS GROUP INC Institution | +$216.2K +4.7K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$215.3K +4.7K shares |
Berman McAleer LLC RIA/Wealth | +$211.7K +4.6K shares |
Eagle Bluffs Wealth Management LLC RIA/Wealth | +$130.5K +2.8K shares |
| Institution | Net Sold |
|---|---|
Venturi Wealth Management, LLC RIA/Wealth | −$11.2M −245.7K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.7M −58.7K shares |
L LPL Financial LLC Institution | −$1.8M −39.5K shares |
Sculati Wealth Management, LLC RIA/Wealth | −$1.6M −34.7K shares |
R ROYAL BANK OF CANADA Institution | −$1.3M −28.3K shares |
Snowden Capital Advisors LLC RIA/Wealth | −$825.9K −17.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$765.6K −16.8K shares |
UBS Group AG Institution | −$726.0K −15.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$579.1K −12.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$549.4K −11.9K shares |
Institutions that initiated new positions or completely exited XSLV in Q3 2025
| Institution | Position Value |
|---|---|
Berman McAleer LLC RIA/Wealth | $211.7K 4.6K shares |
R Root Financial Partners, LLC RIA/Wealth | $12.5K 270.0 shares |
| Institution | Previous Position |
|---|---|
Venturi Wealth Management, LLC RIA/Wealth | $11.2M 245.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $765.6K 16.8K shares |
Accel Wealth Management RIA/Wealth | $304.2K 6.7K shares |
Sovran Advisors, LLC RIA/Wealth | $246.1K 5.3K shares |
Ridgewood Investments LLC RIA/Wealth | $130.5K 2.9K shares |
Transce3nd, LLC RIA/Wealth | $37.6K 825.0 shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $27.0K 593.0 shares |
SRS Capital Advisors, Inc. RIA/Wealth | $21.5K 473.0 shares |
Ameritas Advisory Services, LLC RIA/Wealth | $5.1K 113.0 shares |
Institutions with the largest Call and Put options positions in XSLV as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XSLV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
A Armbruster Capital Management, Inc. RIA/Wealth | 1.87% $11.0M |
Eagle Bluffs Wealth Management LLC RIA/Wealth | 1.79% $4.1M |
Sculati Wealth Management, LLC RIA/Wealth | 0.49% $1.4M |
Avant Capital LLC RIA/Wealth | 0.18% $261.3K |
Destiny Capital Corp/CO RIA/Wealth | 0.14% $247.8K |
Brookstone Capital Management RIA/Wealth | 0.11% $9.1M |
McNaughton Wealth Management, LLC RIA/Wealth | 0.10% $222.0K |
WBI INVESTMENTS ETF Provider | 0.09% $339.9K |
Eagle Strategies LLC RIA/Wealth | 0.08% $612.6K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.06% $2.7M |
Discover hedge funds investing in XSLV


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
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