Invesco S&P SmallCap Momentum ETF
XSMO
230 hedge funds and large institutions have $1.24B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 50 reducing their positions, and 21 closing their positions.
119% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 21
118% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 50
26% more capital invested
Capital invested by funds: $979M → $1.24B (+$259M)
10% more funds holding
Funds holding: 209 → 230 (+21)
5.07% more ownership
Funds ownership: 68.93% → 74% (+5.1%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$40M |
| 2 |
RWA
River Wealth Advisors
Camp Hill,
Pennsylvania
|
+$20.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18.4M |
| 4 |
CWP
Clark Wealth Partners
O'fallon,
Illinois
|
+$16.1M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.63M |
| 2 |
AWA
Archvest Wealth Advisors
Concord,
California
|
-$4.84M |
| 3 |
AWA
Adapt Wealth Advisors
Atlanta,
Georgia
|
-$4.77M |
| 4 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$4.16M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$4.12M |
XSMO Hedge Fund Activity: Q2 2025 in Review
230 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q2 2025, worth a combined $1.24B — up 26% from $979M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new XSMO positions and 21 closed out — a net gain of 25 holders — while 109 added to existing stakes and 50 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $40M. The largest seller was Bank of America, cutting an estimated $6.63M.
- 230 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q2 2025, up from 209 in Q1 2025.
- Funds reported $1.24B of Invesco S&P SmallCap Momentum ETF stock for Q2 2025, up 26% quarter-over-quarter.
- 46 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q2 2025 and 21 closed out, a net change of +25 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q2 2025 was Raymond James Financial, an estimated $40M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q2 2025 was Bank of America, an estimated $6.63M sold.
Based on aggregated 13F filings for Q2 2025.