Mercer Global Advisors
XSVM icon

Mercer Global Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Mercer Global Advisors’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
2025
Q2 		– Sell
-5,281
Closed -$265K – 2394
2025
Q1 		$265K Buy
+5,281
New +$282K ﹤0.01% 1829

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors's XSVM Position: Q2 2025 in Review

Mercer Global Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2025, closing a stake of 5,281 shares — an estimated $265K sold.

Mercer Global Advisors first reported a position in XSVM in Q1 2025 and held it in 1 quarter. The position peaked at $265K in Q1 2025. 115 funds tracked by Wall St. Rank hold XSVM as of Q2 2025.

  • Mercer Global Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 5,281 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2025, an estimated $265K.
  • Mercer Global Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Mercer Global Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $265K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.