Who owns XSLV?
Invesco S&P SmallCap Low Volatility ETF · Invesco
99 institutions reported holding XSLV, worth $110.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XSLV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Armbruster Capital Management, Inc. | Pittsford, NY | $13.9M | 265,916 | +5,897 shares |
| Brookstone Capital Management | Wheaton, IL | $9.5M | 180,922 | −20,843 shares |
| Bank of America Corp. | Charlotte, NC | $9.3M | 177,847 | −27,382 shares |
| UBS Group AG | Zurich, Switzerland | $9.0M | 171,333 | −118 shares |
| LPL Financial LLC | Fort Mill, SC | $8.7M | 165,135 | −8,867 shares |
| Morgan Stanley | New York, NY | $6.5M | 124,835 | −1,695 shares |
| Eagle Bluffs Wealth Management LLC | Columbia, MO | $5.4M | 103,862 | +5,990 shares |
| Wells Fargo & Company | San Francisco, CA | $5.1M | 96,789 | −710 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.2M | 61,996 | +2,825 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $2.6M | 50,030 | −1,213 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XSLV?
99 institutional managers reported holding XSLV in Form 13F filings for June 30, 2026, worth $110.9M in total. The largest reported position was held by Armbruster Capital Management, Inc., at $13.9M.
Did institutions buy or sell XSLV last quarter?
Reported 13F value rose 9.7% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XSLV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.