Invesco S&P SmallCap Momentum ETF
XSMO
30 hedge funds and large institutions have $53.7M invested in Invesco S&P SmallCap Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
56% more capital invested
Capital invested by funds: $34.4M → $53.7M (+$19.4M)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
15% more funds holding
Funds holding: 26 → 30 (+4)
0.53% more ownership
Funds ownership: 49.47% → 50% (+0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.81M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.86M |
| 3 |
Morgan Stanley
New York
|
+$1.92M |
| 4 |
SG Americas Securities
New York
|
+$1.46M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.28M |
| 2 |
Jane Street
New York
|
-$1.27M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$77.9K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$54.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$20.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $67K | – | – | – |
|
|
BCMIO
27
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $61K | -$2.45K | -63 | -4% |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $11K | – | – | – |
|
|
CAGAS
29
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $6K | – | – | – |
|
30
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$11K | -300 | Closed |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -105 | Closed |
|
|
CF
32
Centaurus Financial
Anaheim,
California
| – | -$2K | -45 | Closed |
|
|
MA
33
MCF Advisors
Covington,
Kentucky
| – | -$1K | -40 | Closed |
|
XSMO Hedge Fund Activity: Q3 2018 in Review
30 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2018, worth a combined $53.7M — up 56% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSMO positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.81M. The largest seller was LPL Financial, cutting an estimated $1.28M.
- 30 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2018, up from 26 in Q2 2018.
- Funds reported $53.7M of Invesco S&P SmallCap Momentum ETF stock for Q3 2018, up 56% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2018 and 4 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $4.81M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2018 was LPL Financial, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2018.