Two Sigma Investments
XSVM icon

Two Sigma Investments’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Two Sigma Investments’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 		$1.09M Sell
18,100
-11,900
-40% -$724K ﹤0.01% 3198
2025
Q4 		$1.71M Buy
30,000
+6,900
+30% +$389K ﹤0.01% 2545
2025
Q3 		$1.3M Sell
23,100
-54,400
-70% -$3M ﹤0.01% 2413
2025
Q2 		$4.03M Sell
77,500
-37,300
-32% -$1.84M 0.01% 1374
2025
Q1 		$5.76M Buy
114,800
+65,300
+132% +$3.48M 0.01% 1044
2024
Q4 		$2.7M Sell
49,500
-9,600
-16% -$542K 0.01% 1517
2024
Q3 		$3.25M Buy
+59,100
New +$3.23M 0.01% 1342
2024
Q2 		– Sell
-17,700
Closed -$1.01M – 3392
2024
Q1 		$1.01M Sell
17,700
-12,900
-42% -$691K ﹤0.01% 1955
2023
Q4 		$1.66M Buy
30,600
+15,200
+99% +$744K ﹤0.01% 1744
2023
Q3 		$742K Buy
15,400
+500
+3% +$24.3K ﹤0.01% 2097
2023
Q2 		$692K Buy
+14,900
New +$665K ﹤0.01% 2169

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $376B 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 $38B 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