Who owns Invesco S&P SmallCap Low Volatility ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XSLV from SEC Form 13F filings across 99 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 99 institutions disclosed 2.1M shares of Invesco S&P SmallCap Low Volatility ETF worth $109.6M — about 46.2% of shares outstanding; the largest disclosed holder is Armbruster Capital Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
99
13F holders
$109.6M
value, 2026 filers
46.2%
of shares outstanding (2.1M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XSLV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 265,916 | $13.9M | 2.1% | 5.9% | +2.3% |
| 2 | Brookstone Capital Management | 180,922 | $9.5M | 0.1% | 4% | -10.3% |
| 3 | BANK OF AMERICA CORP /DE/ | 177,847 | $9.3M | 0.0% | 3.9% | -13.3% |
| 4 | UBS Group AG | 171,333 | $9.0M | 0.0% | 3.8% | -0.1% |
| 5 | LPL Financial LLC | 165,135 | $8.7M | 0.0% | 3.6% | -5.1% |
| 6 | MORGAN STANLEY | 124,835 | $6.5M | 0.0% | 2.8% | -1.3% |
| 7 | Eagle Bluffs Wealth Management LLC | 103,862 | $5.4M | 1.8% | 2.3% | +6.1% |
| 8 | WELLS FARGO & COMPANY/MN | 96,789 | $5.1M | 0.0% | 2.1% | -0.7% |
| 9 | Cetera Investment Advisers | 61,996 | $3.2M | 0.0% | 1.4% | +4.8% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 50,030 | $2.6M | 0.0% | 1.1% | -2.4% |
| 11 | RAYMOND JAMES FINANCIAL INC | 48,779 | $2.6M | 0.0% | 1.1% | -3.6% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 41,097 | $2.2M | 0.0% | 0.9% | -7.0% |
| 13 | Arax Advisory Partners | 41,013 | $2.1M | 0.0% | 0.9% | +13087.5% |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | 38,858 | $2.0M | 0.0% | 0.9% | -0.7% |
| 15 | ROYAL BANK OF CANADA | 36,497 | $1.9M | 0.0% | 0.8% | +6.1% |
| 16 | TWO SIGMA INVESTMENTS, LP | 34,500 | $1.8M | 0.0% | 0.8% | -24.2% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 32,432 | $1.7M | 0.0% | 0.7% | -10.2% |
| 18 | Private Advisor Group, LLC | 27,523 | $1.4M | 0.0% | 0.6% | +0.4% |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26,236 | $1.4M | 0.0% | 0.6% | -2.0% |
| 20 | Virtu Financial LLCNEW | 24,938 | $1.3M | 0.0% | 0.6% | new |
| 21 | Cambridge Investment Research Advisors, Inc. | 24,055 | $1.3M | 0.0% | 0.5% | -2.1% |
| 22 | Sculati Wealth Management, LLC | 17,779 | $957,646 | 0.3% | 0.4% | -1.3% |
| 23 | OSAIC HOLDINGS, INC. | 15,450 | $809,991 | 0.0% | 0.3% | -3.2% |
| 24 | TRUIST FINANCIAL CORP | 14,936 | $782,780 | 0.0% | 0.3% | -9.9% |
| 25 | Sequoia Financial Advisors, LLC | 14,255 | $747,104 | 0.0% | 0.3% | -10.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.