CIBC World Market
XSVM icon

CIBC World Market’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

CIBC World Market’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.9M Buy
358,096
+260,881
+268% +$17.2M 0.04% 243
2026
Q1 		$5.86M Sell
97,215
-324
-0.3% -$19.7K 0.01% 524
2025
Q4 		$5.57M Sell
97,539
-2,135
-2% -$120K 0.01% 545
2025
Q3 		$5.63M Buy
99,674
+492
+0.5% +$27.1K 0.01% 549
2025
Q2 		$5.16M Sell
99,182
-4,354
-4% -$215K 0.01% 513
2025
Q1 		$5.2M Sell
103,536
-63,383
-38% -$3.38M 0.01% 477
2024
Q4 		$9.09M Sell
166,919
-240,128
-59% -$13.6M 0.02% 363
2024
Q3 		$22.4M Buy
407,047
+237,113
+140% +$13M 0.05% 217
2024
Q2 		$8.9M Buy
169,934
+68,122
+67% +$3.7M 0.02% 318
2024
Q1 		$5.8M Sell
101,812
-14,008
-12% -$750K 0.01% 424
2023
Q4 		$6.27M Sell
115,820
-633
-0.5% -$31K 0.02% 368
2023
Q3 		$5.61M Sell
116,453
-66,489
-36% -$3.23M 0.02% 354
2023
Q2 		$8.5M Buy
182,942
+20,892
+13% +$933K 0.03% 281
2023
Q1 		$7.38M Sell
162,050
-46,161
-22% -$2.22M 0.02% 303
2022
Q4 		$9.52M Buy
208,211
+101,854
+96% +$4.74M 0.03% 268
2022
Q3 		$4.38M Buy
+106,357
New +$4.96M 0.02% 372

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CIBC World Market's XSVM Position: Q2 2026 in Review

CIBC World Market increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 268% in Q2 2026, buying an estimated $17.2M and bringing the position to 358,096 shares worth $24.9M. The position accounts for 0.04% of the portfolio, ranked #243.

CIBC World Market first reported a position in XSVM in Q3 2022 and has held it in 16 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • CIBC World Market held 358,096 shares of Invesco S&P SmallCap Value with Momentum ETF worth $24.9M as of Q2 2026.
  • CIBC World Market bought 260,881 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $17.2M.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.04% of CIBC World Market's portfolio in Q2 2026, its #243 holding.
  • CIBC World Market first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2022 and has held it in 16 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.