INVESCO S&P SMALLCAP LOW VOL (XSLV) Institutional Shareholders
INVESCO S&P SMALLCAP LOW VOL (XSLV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $109.43M in XSLV holdings during the latest filing period.
Armbruster Capital Management, Inc. is currently the largest disclosed institutional shareholder of XSLV tracked by InsiderSet, reporting ownership valued at approximately $13.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.65M, representing an estimated loss of -2.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed XSLV value among the investors covered in this analysis. Major shareholders include Armbruster Capital Management, Inc., Brookstone Capital Management, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO S&P SMALLCAP LOW VOL (XSLV).
This page ranks the largest institutional XSLV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
97
Total Reported Value
$109.43M
Largest Holder
Armbruster Capital Management, Inc.
Largest Position
$13.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Armbruster Capital Management, Inc. | 2.08% | 265,916 | $13,936,419 | $13,649,548 | -$286,871 | -2.06% | |
| Brookstone Capital Management | 0.10% | 180,922 | $9,481,967 | $9,286,781 | -$195,186 | -2.06% | |
| Bank Of America Corp | 0.00% | 177,847 | $9,320,804 | $9,128,940 | -$191,864 | -2.06% | |
| Ubs Group Ag | 0.00% | 171,333 | $8,979,391 | $8,794,574 | -$184,817 | -2.06% | |
| Lpl Financial Llc | 0.00% | 165,135 | $8,654,599 | $8,476,429 | -$178,170 | -2.06% | |
| Morgan Stanley | 0.00% | 124,835 | $6,542,542 | $6,407,818 | -$134,724 | -2.06% | |
| Eagle Bluffs Wealth Management Llc | 1.82% | 103,862 | $5,443,313 | $5,331,268 | -$112,045 | -2.06% | |
| Wells Fargo & Company/Mn | 0.00% | 96,789 | $5,072,652 | $4,968,208 | -$104,444 | -2.06% | |
| Cetera Investment Advisers | 0.00% | 61,996 | $3,249,166 | $3,182,273 | -$66,893 | -2.06% | |
| Jones Financial Companies Lllp | 0.00% | 50,030 | $2,638,560 | $2,568,055 | -$70,505 | -2.67% | |
| Raymond James Financial Inc | 0.00% | 48,779 | $2,556,433 | $2,503,841 | -$52,592 | -2.06% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 46,032 | $2,172,490 | $2,362,836 | +$190,346 | +8.76% | |
| Envestnet Asset Management Inc | 0.00% | 41,097 | $2,153,861 | $2,109,521 | -$44,340 | -2.06% | |
| Arax Advisory Partners | 0.01% | 41,013 | $2,149,454 | $2,105,210 | -$44,244 | -2.06% | |
| Mercer Global Advisors Inc | 0.00% | 38,858 | $2,036,491 | $1,994,593 | -$41,898 | -2.06% | |
| Royal Bank Of Canada | 0.00% | 36,497 | $1,913,000 | $1,873,402 | -$39,598 | -2.07% | |
| Two Sigma Investments, Lp | 0.00% | 34,500 | $1,808,114 | $1,770,895 | -$37,219 | -2.06% | |
| Commonwealth Equity Services, Llc | 0.00% | 32,432 | $1,699,751 | $1,664,744 | -$35,007 | -2.06% | |
| Private Advisor Group, Llc | 0.01% | 27,523 | $1,442,471 | $1,412,764 | -$29,707 | -2.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 26,236 | $1,379,749 | $1,346,702 | -$33,047 | -2.40% | |
| Virtu Financial Llc | 0.04% | 24,938 | $1,307,000 | $1,280,075 | -$26,925 | -2.06% | |
| Sculati Wealth Management, Llc | 0.32% | 17,779 | $957,646 | $912,601 | -$45,045 | -4.70% | |
| Osaic Holdings, Inc. | 0.00% | 15,450 | $809,991 | $793,053 | -$16,938 | -2.09% | |
| Truist Financial Corp | 0.00% | 14,936 | $782,780 | $766,669 | -$16,111 | -2.06% | |
| Sequoia Financial Advisors | 0.00% | 14,255 | $747,104 | $731,713 | -$15,391 | -2.06% | |
| Eagle Strategies Llc | 0.07% | 13,437 | $704,227 | $689,725 | -$14,502 | -2.06% | |
| Susquehanna International Group, Llp | 0.00% | 12,873 | $674,662 | $660,775 | -$13,887 | -2.06% | |
| Ameriprise Financial Inc | 0.00% | 12,493 | $654,806 | $641,269 | -$13,537 | -2.07% | |
| Baldwin Wealth Partners Llc/Ma | 0.04% | 11,693 | $612,820 | $600,205 | -$12,615 | -2.06% | |
| Geneos Wealth Management Inc. | 0.01% | 11,360 | $595,347 | $583,112 | -$12,235 | -2.06% | |
| Steelpeak Wealth, Llc | 0.01% | 10,564 | $553,650 | $542,253 | -$11,397 | -2.06% | |
| Arkadios Wealth Advisors | 0.01% | 10,019 | $525,077 | $514,278 | -$10,799 | -2.06% | |
| Symmetry Partners, Llc | 0.02% | 8,706 | $456,286 | $446,882 | -$9,404 | -2.06% | |
| Goldman Sachs Group Inc | 0.00% | 8,699 | $455,907 | $446,522 | -$9,385 | -2.06% | |
| Citadel Advisors Llc | 0.00% | 7,737 | $405,489 | $397,143 | -$8,346 | -2.06% | |
| Mariner, Llc | 0.00% | 7,076 | $370,862 | $363,213 | -$7,649 | -2.06% | |
| Toptier Wealth Management, Llc | 0.21% | 6,620 | $346,967 | $339,807 | -$7,160 | -2.06% | |
| Newedge Advisors, Llc | 0.00% | 6,312 | $330,773 | $323,997 | -$6,776 | -2.05% | |
| American Financial Advisors, Llc | 0.04% | 6,095 | $319,431 | $312,858 | -$6,573 | -2.06% | |
| Choreo, Llc | 0.00% | 5,574 | $292,134 | $286,115 | -$6,019 | -2.06% | |
| Legacy Trust | 0.05% | 5,570 | $291,919 | $285,910 | -$6,009 | -2.06% | |
| Janney Montgomery Scott Llc | 0.00% | 5,234 | $274,000 | $268,663 | -$5,337 | -1.95% | |
| Kestra Advisory Services, Llc | 0.00% | 5,091 | $266,799 | $261,323 | -$5,476 | -2.05% | |
| Kingsview Wealth Management, Llc | 0.00% | 5,081 | $266,298 | $260,809 | -$5,489 | -2.06% | |
| Stifel Financial Corp | 0.00% | 4,993 | $261,674 | $256,292 | -$5,382 | -2.06% | |
| Waverly Advisors, Llc | 0.00% | 4,881 | $255,809 | $250,543 | -$5,266 | -2.06% | |
| Mcnaughton Wealth Management, Llc | 0.09% | 4,794 | $251,249 | $246,077 | -$5,172 | -2.06% | |
| Rda Financial Network | 0.05% | 4,713 | $246,991 | $241,920 | -$5,071 | -2.05% | |
| Berman Mcaleer Llc | 0.03% | 4,572 | $239,614 | $234,682 | -$4,932 | -2.06% | |
| Harvest Investment Services, Llc | 0.04% | 4,500 | $235,851 | $230,986 | -$4,865 | -2.06% |
Frequently asked questions about XSLV
Who owns the most XSLV stock?
The largest holders of XSLV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P SMALLCAP LOW VOL (XSLV).
Is XSLV widely held by superinvestors?
Many widely followed stocks like XSLV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSLV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.