13FBOX
INVESCO S&P SMALLCAP LOWVOLATILITY ETF · 13F Institutional Holdings
Options Calculator Rankings
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INVESCO S&P SMALLCAP LOWVOLATILITY ETF

XSLV
Institutions
118
Combined AUM (Q2 2026)
$122.6M
Combined Shares (Q2 2026)
2.5M
Overall Trend
Decrease
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+174,344
40 institutions added · 17 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-278,201
58 institutions reduced · 15 exits
Est. sell amount
⚖️ Net Share Change
-103,857
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$122.6M
Institutions
118
New Buys
17
Adds
23
Reduces
43
Exits
15
Unchanged
35
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Armbruster Capital Management, Inc.
2.08%2.01%#1$13.9M265,916$12.3M260,019+5,897+2.27%Add
LPL Financial LLC
<0.01%<0.01%#56$10.1M206,276$9.8M222,941-16,665-7.48%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#75$10.0M195,713$10.0M214,263-18,550-8.66%Reduce
Brookstone Capital Management
0.09%0.11%#9$9.5M180,922$9.5M201,765-20,843-10.33%Reduce
UBS Group AG
<0.01%<0.01%#61$9.0M171,854$8.1M171,925-71-0.04%Reduce
MORGAN STANLEY
<0.01%<0.01%#86$7.2M143,213$6.4M141,736+1,477+1.04%Add
Eagle Bluffs Wealth Management LLC
1.82%1.8%#2$5.4M103,862$4.6M97,872+5,990+6.12%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#72$5.1M96,790$4.6M97,500-710-0.73%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#65$3.8M84,131$3.4M81,865+2,266+2.77%Add
Cetera Investment Advisers
<0.01%<0.01%#52$3.7M73,754$3.1M67,377+6,377+9.46%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#62$2.6M50,030$2.4M51,243-1,213-2.37%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#78$2.4M47,152$2.1M44,209+2,943+6.66%Add
Arax Advisory Partners
0.01%<0.01%#31$2.1M41,013$10,997311+40,702+13,087.46%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#60$2.0M41,300$2.1M45,500-4,200-9.23%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#54$2.0M38,858$1.8M39,145-287-0.73%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#88$1.9M37,205$1.6M35,099+2,106+6.00%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#58$1.7M32,432$2.0M45,048-12,616-28.01%Reduce
IHT Wealth Management, LLC
0.04%0.04%#21$1.7M48,025$1.5M48,456-431-0.89%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#50$1.5M31,091$1.4M32,640-1,549-4.75%Reduce
Private Advisor Group, LLC
0.01%0.01%#40$1.4M27,523$1.3M27,417+106+0.39%Add
PACIFIC SUN FINANCIAL CORP
0.59%0.68%#3$1.4M40,590$1.4M44,854-4,264-9.51%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#55$1.4M26,236$1.3M26,779-543-2.03%Reduce
Virtu Financial LLC
0.04%#17$1.3M24,938$00+24,938New Buy
Sculati Wealth Management, LLC
0.32%0.31%#6$957,64617,779$850,25118,016-237-1.32%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#99$883,57618,797$00+18,797New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#66$855,65016,744$795,55917,291-547-3.16%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#68$782,78014,936$782,47716,579-1,643-9.91%Reduce
Sequoia Financial Advisors, LLC
<0.01%<0.01%#49$747,10414,255$752,50615,944-1,689-10.59%Reduce
Cassaday & Co Wealth Management LLC
0.01%0.01%#35$705,31420,000$630,15420,00000.00%Unchanged
Eagle Strategies LLC
0.07%0.08%#12$704,22713,437$632,50813,402+35+0.26%Add
Geneos Wealth Management Inc.
0.01%0.01%#34$658,83313,160$333,3717,662+5,498+71.76%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#96$654,80612,493$591,88112,541-48-0.38%Reduce
Betterment LLC
<0.01%<0.01%#64$613,51817,397$549,00017,408-11-0.06%Reduce
BALDWIN WEALTH PARTNERS LLC/MA
0.04%0.04%#18$612,82011,693$551,85711,69300.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#87$586,63311,194$527,52711,178+16+0.14%Add
SteelPeak Wealth, LLC
0.01%0.02%#30$553,65010,564$561,62711,900-1,336-11.23%Reduce
Arkadios Wealth Advisors
0.01%0.01%#38$525,07710,019$484,69810,270-251-2.44%Reduce
Focus Partners Advisor Solutions, LLC
<0.01%0.01%#48$485,92613,779$605,73619,225-5,446-28.33%Reduce
Winter & Associates, Inc.
0.37%0.53%#5$485,92613,779$608,22019,225-5,446-28.33%Reduce
Symmetry Partners, LLC
0.02%0.02%#25$456,2868,706$401,0078,497+209+2.46%Add
GOLDMAN SACHS GROUP INC
<0.01%#101$455,9078,699$00+8,699New Buy
COMPASS FINANCIAL MANAGEMENT LLC
0.05%#16$424,08211,304$00+11,304New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#100$405,4897,737$453,42714,391-6,654-46.24%Reduce
Mariner, LLC
<0.01%<0.01%#85$370,8627,076$376,9747,988-912-11.42%Reduce
INTEGRITY ALLIANCE, LLC.
0.01%0.01%#36$366,27510,386$326,10210,349+37+0.36%Add
NewEdge Advisors, LLC
<0.01%<0.01%#63$351,7206,712$134,4772,926+3,786+129.39%Add
Cornerstone Wealth Management, LLC
0.01%0.02%#29$348,9959,896$333,86810,596-700-6.61%Reduce
TopTier Wealth Management, LLC
0.21%0.19%#7$346,9676,620$311,8246,607+13+0.20%Add
American Financial Advisors, LLC
0.04%0.05%#19$319,4316,095$353,5367,491-1,396-18.64%Reduce
Creative Planning
<0.01%<0.01%#95$302,6265,774$273,6015,797-23-0.40%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow