MML Investors Services
XSVM icon

MML Investors Services’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

MML Investors Services’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
Q1 		$3.78M Sell
62,650
-32,016
-34% -$1.95M 0.01% 968
2025
Q4 		$5.41M Buy
94,666
+3,571
+4% +$201K 0.01% 820
2025
Q3 		$5.14M Sell
91,095
-13,661
-13% -$753K 0.01% 808
2025
Q2 		$5.45M Sell
104,756
-26,345
-20% -$1.3M 0.02% 752
2025
Q1 		$6.58M Sell
131,101
-4,167
-3% -$222K 0.02% 625
2024
Q4 		$7.37M Sell
135,268
-29,864
-18% -$1.69M 0.03% 554
2024
Q3 		$9.08M Buy
165,132
+7,456
+5% +$407K 0.03% 453
2024
Q2 		$8.26M Buy
157,676
+11,207
+8% +$608K 0.03% 463
2024
Q1 		$8.34M Buy
146,469
+18,228
+14% +$976K 0.03% 467
2023
Q4 		$6.95M Sell
128,241
-17,849
-12% -$873K 0.03% 482
2023
Q3 		$7.03M Buy
146,090
+17,007
+13% +$826K 0.04% 423
2023
Q2 		$6M Buy
129,083
+28,615
+28% +$1.28M 0.03% 468
2023
Q1 		$4.57M Buy
100,468
+20,219
+25% +$971K 0.03% 485
2022
Q4 		$3.67M Buy
80,249
+46,136
+135% +$2.15M 0.02% 603
2022
Q3 		$1.41M Buy
34,113
+5,340
+19% +$249K 0.01% 898
2022
Q2 		$1.28M Buy
28,773
+5,540
+24% +$276K 0.01% 934
2022
Q1 		$1.25M Buy
23,233
+6,245
+37% +$334K 0.01% 990
2021
Q4 		$915K Buy
16,988
+8,760
+106% +$468K 0.01% 1100
2021
Q3 		$414K Buy
+8,228
New +$409K ﹤0.01% 1461

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MML Investors Services's XSVM Position: Q1 2026 in Review

MML Investors Services reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 34% in Q1 2026, selling an estimated $1.95M and leaving 62,650 shares worth $3.78M. The position accounts for 0.01% of the portfolio, ranked #968.

MML Investors Services first reported a position in XSVM in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.08M in Q3 2024. 127 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

  • MML Investors Services held 62,650 shares of Invesco S&P SmallCap Value with Momentum ETF worth $3.78M as of Q1 2026.
  • MML Investors Services sold 32,016 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2026, an estimated $1.95M.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #968 holding.
  • MML Investors Services first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2021 and has held it in 19 quarters since.
  • MML Investors Services's Invesco S&P SmallCap Value with Momentum ETF position peaked at $9.08M in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.