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Invesco S&P SmallCap Momentum ETF
XSMO

279 hedge funds and large institutions have $1.53B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

101% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 69

11% more funds holding

Funds holding: 251 → 279 (+28)

9% more capital invested

Capital invested by funds: $1.4B → $1.53B (+$131M)

2.85% more ownership

Funds ownership: 71.89% → 74.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
139
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.2M
2
MWM
Modern Wealth Management
Kansas
+$16.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.1M
4
BCI
Brinker Capital Investments
Pennsylvania
+$15.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.33M
2
Raymond James Financial
Raymond James Financial
Florida
-$6.97M
3
GWSG
GPS Wealth Strategies Group
Colorado
-$4.49M
4
SL
Systelligence LLC
Minnesota
-$4.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
3F
226
360 Financial
Minnesota
$210K – – –
TAM
227
TCP Asset Management
Ohio
$203K – – –
D.E. Shaw & Co
228
D.E. Shaw & Co
New York
$201K +$203K +2,790 New
AWMG
229
ADG Wealth Management Group
Louisiana
$201K +$203K +2,788 New
William Blair & Company
230
William Blair & Company
Illinois
$184K +$129K +1,777 +230%
US Bancorp
231
US Bancorp
Minnesota
$175K -$2.18K -30 -1%
AWM
232
AE Wealth Management
Kansas
$147K +$6.26K +86 +4%
CFB
233
Cullen/Frost Bankers
Texas
$122K +$146 +2 +0.1%
CFP
234
Comprehensive Financial Planning
Pennsylvania
$121K +$73.9K +1,015 +151%
VNA
235
Valley National Advisers
Pennsylvania
$110K +$7.43K +102 +7%
AssetMark Inc
236
AssetMark Inc
California
$97.2K +$2.98K +41 +3%
PTC
237
Private Trust Company
Ohio
$87.6K -$37.6K -516 -30%
CIA
238
Cape Investment Advisory
Georgia
$87.1K – – –
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$82.8K -$7.13K -98 -8%
GJIA
240
Glass Jacobson Investment Advisors
Maryland
$76.3K +$73 +1 +0.1%
WETS
241
Wealth Enhancement Trust Services
South Dakota
$76K +$76.8K +1,055 New
OC
242
Optima Capital
Oregon
$71.2K -$2.54M -34,890 -97%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$62.5K +$59.2K +813 +1,478%
AF
244
Allworth Financial
California
$49K +$38.5K +529 +350%
PFBT
245
Parkside Financial Bank & Trust
Missouri
$43.8K +$73 +1 +0.2%
HIA
246
Harbor Investment Advisory
Maryland
$43.2K – – –
HAP
247
Harbor Asset Planning
Massachusetts
$42.6K +$73 +1 +0.2%
HBW
248
Hazlett, Burt & Watson
West Virginia
$39K – – –
NRC
249
New Republic Capital
North Carolina
$36K +$18.2K +250 +100%
HNW
250
High Note Wealth
Minnesota
$32.8K +$33.2K +456 New
8 9
10
11 12

XSMO Hedge Fund Activity: Q4 2025 in Review

279 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2025, worth a combined $1.53B — up 9.4% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new XSMO positions and 17 closed out — a net gain of 30 holders — while 139 added to existing stakes and 69 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $17.2M. The largest seller was Royal Bank of Canada, cutting an estimated $8.33M.

  • 279 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2025, up from 251 in Q3 2025.
  • Funds reported $1.53B of Invesco S&P SmallCap Momentum ETF stock for Q4 2025, up 9.4% quarter-over-quarter.
  • 47 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2025 and 17 closed out, a net change of +30 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $17.2M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2025.