Invesco S&P SmallCap Momentum ETF
XSMO
31 hedge funds and large institutions have $77.7M invested in Invesco S&P SmallCap Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
101% more capital invested
Capital invested by funds: $38.7M → $77.7M (+$39M)
21.98% more ownership
Funds ownership: 57.08% → 79.06% (+22%)
11% more funds holding
Funds holding: 28 → 31 (+3)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$16.5M |
| 2 |
Morgan Stanley
New York
|
+$7.22M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.39M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.69M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.17M |
| 3 |
SG Americas Securities
New York
|
-$916K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$455K |
| 5 |
Jane Street
New York
|
-$337K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $61K | – | – | – |
|
|
BCMIO
27
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $46K | -$2.39K | -68 | -5% |
|
|
CFB
28
Cullen/Frost Bankers
San Antonio,
Texas
| $22K | +$21K | +598 | New |
|
|
AA
29
Advisory Alpha
Holland,
Michigan
| $6.35K | +$5.98K | +170 | New |
|
|
CAGAS
30
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $5K | – | – | – |
|
|
31
Jane Street
New York
| – | -$337K | -10,916 | Closed |
|
|
AIC
32
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$21K | -677 | Closed |
|
XSMO Hedge Fund Activity: Q1 2019 in Review
31 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2019, worth a combined $77.7M — up 101% from $38.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XSMO positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $16.5M. The largest seller was Citadel Advisors, cutting an estimated $4.33M.
- 31 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2019, up from 28 in Q4 2018.
- Funds reported $77.7M of Invesco S&P SmallCap Momentum ETF stock for Q1 2019, up 101% quarter-over-quarter.
- 5 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2019 and 2 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $16.5M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2019 was Citadel Advisors, an estimated $4.33M sold.
Based on aggregated 13F filings for Q1 2019.