Two Sigma Investments
XSMO icon

Two Sigma Investments’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Two Sigma Investments’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,500
Closed -$430K – 3527
2024
Q3 		$430K Sell
6,500
-6,200
-49% -$395K ﹤0.01% 2539
2024
Q2 		$763K Buy
+12,700
New +$757K ﹤0.01% 2140

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Two Sigma Investments's XSMO Position: Q4 2024 in Review

Two Sigma Investments sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2024, closing a stake of 6,500 shares — an estimated $430K sold.

Two Sigma Investments first reported a position in XSMO in Q2 2024 and held it in 2 quarters. The position peaked at $763K in Q2 2024. 203 funds tracked by Wall St. Rank hold XSMO as of Q4 2024.

  • Two Sigma Investments reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Two Sigma Investments sold 6,500 Invesco S&P SmallCap Momentum ETF shares in Q4 2024, an estimated $430K.
  • Two Sigma Investments first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and held it in 2 quarters.
  • Two Sigma Investments's Invesco S&P SmallCap Momentum ETF position peaked at $763K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2024.

Based on Two Sigma Investments's 13F filing for Q4 2024, filed 14 Feb 2025.