Invesco S&P SmallCap Momentum ETF
XSMO
209 hedge funds and large institutions have $979M invested in Invesco S&P SmallCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
88% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 51
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
3% more funds holding
Funds holding: 203 → 209 (+6)
0% less capital invested
Capital invested by funds: $983M → $979M (-$4.41M)
0.92% less ownership
Funds ownership: 69.84% → 68.93% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
+$31.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.2M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$12.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$31.9M |
| 2 |
Morgan Stanley
New York
|
-$21.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$16.7M |
| 4 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
-$5.8M |
| 5 |
Citigroup
New York
|
-$5.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UWPG
226
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| – | -$206K | -3,110 | Closed |
|
227
Renaissance Technologies
New York
| – | -$205K | -3,100 | Closed |
|
|
BFWM
228
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| – | -$212K | -3,066 | Closed |
|
|
SAM
229
Synergy Asset Management
Vancouver,
Washington
| – | -$158K | -2,384 | Closed |
|
|
ME
230
McIlrath & Eck
Arlington,
Washington
| – | -$13.2K | -200 | Closed |
|
|
CA
231
Clearstead Advisors
Cleveland,
Ohio
| – | -$6.81K | -103 | Closed |
|
|
WWMSC
232
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$4.98K | -75 | Closed |
|
|
SFC
233
SYM Financial Corp
Winona Lake,
Indiana
| – | -$1.32K | -20 | Closed |
|
XSMO Hedge Fund Activity: Q1 2025 in Review
209 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2025, worth a combined $979M — down 0.45% from $983M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new XSMO positions and 24 closed out — a net gain of 13 holders — while 96 added to existing stakes and 51 trimmed.
The largest buyer was Gratus Wealth Advisors, opening a new position worth an estimated $31.3M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $31.9M.
- 209 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2025, up from 203 in Q4 2024.
- Funds reported $979M of Invesco S&P SmallCap Momentum ETF stock for Q1 2025, down 0.45% quarter-over-quarter.
- 37 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2025 and 24 closed out, a net change of +13 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2025 was Gratus Wealth Advisors, an estimated $31.3M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2025 was Steward Partners Investment Advisory, an estimated $31.9M sold.
Based on aggregated 13F filings for Q1 2025.