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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
MWM
251
MGB Wealth Management
Texas
$29.1K +$73 +1 +0.2%
EWA
252
EverSource Wealth Advisors
Alabama
$24.5K – – –
BlackRock
253
BlackRock
New York
$24.3K +$24.5K +337 New
CA
254
Clearstead Advisors
Ohio
$22.9K +$23.2K +318 New
AIC
255
Archer Investment Corporation
Indiana
$19.7K – – –
BCMIO
256
Beacon Capital Management Inc (Ohio)
Ohio
$17.2K -$1.38K -19 -7%
AC
257
AlphaCore Capital
California
$16.8K +$17K +233 New
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$14.5K +$14.6K +201 New
AG
259
AmeriFlex Group
Nevada
$9.72K +$6.63K +91 +207%
National Bank of Canada
260
National Bank of Canada
Quebec, Canada
$9.35K – – –
GGI
261
Godsey & Gibb Inc
Virginia
$9.07K -$46.9K -644 -84%
PB
262
Pinnacle Bancorp
Nebraska
$8.93K – – –
LWMI
263
Legacy Wealth Management (Idaho)
Idaho
$7.78K – – –
AA
264
Ancora Advisors
Ohio
$7.2K +$7.28K +100 New
GAFA
265
Garton & Associates Financial Advisors
Kentucky
$7.2K +$7.28K +100 New
SS
266
Sunbelt Securities
Texas
$7.06K – – –
AWM
267
Abound Wealth Management
Tennessee
$6.99K – – –
RFP
268
Root Financial Partners
California
$6.7K +$6.77K +93 New
S
269
SignatureFD
Georgia
$4.25K – – –
SFG
270
Strive Financial Group
Indiana
$4.03K +$4.08K +56 New
SWM
271
Spire Wealth Management
Virginia
$3.96K – – –
FWP
272
FAS Wealth Partners
Kansas
$3.24K +$3.28K +45 New
BL
273
BFSG LLC
California
$2.31K +$2.33K +32 New
MMCM
274
Murphy & Mullick Capital Management
New York
$1.8K – – –
WAG
275
Wilkerson Advisory Group
Missouri
$1.51K +$1.53K +21 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.