Invesco S&P SmallCap Momentum ETF
XSMO
32 hedge funds and large institutions have $71.9M invested in Invesco S&P SmallCap Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 31 → 32 (+1)
1.82% more ownership
Funds ownership: 77.72% → 79.54% (+1.8%)
2% more capital invested
Capital invested by funds: $70.8M → $71.9M (+$1.17M)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.61M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.54M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$462K |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$306K |
| 5 |
Morgan Stanley
New York
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.81M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$674K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$181K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$132K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
26
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $37K | – | – | – |
|
|
27
UBS Group
Zurich,
Switzerland
| $35K | -$181K | -4,797 | -83% |
|
|
CFB
28
Cullen/Frost Bankers
San Antonio,
Texas
| $22K | – | – | – |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $16.8K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $10K | – | – | – |
|
|
CAGAS
31
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $6K | – | – | – |
|
|
AA
32
Advisory Alpha
Holland,
Michigan
| $2.92K | +$3.02K | +80 | New |
|
33
SG Americas Securities
New York
| – | -$126K | -3,365 | Closed |
|
XSMO Hedge Fund Activity: Q3 2019 in Review
32 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2019, worth a combined $71.9M — up 1.7% from $70.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XSMO positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.61M. The largest seller was Wells Fargo, cutting an estimated $1.81M.
- 32 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2019, up from 31 in Q2 2019.
- Funds reported $71.9M of Invesco S&P SmallCap Momentum ETF stock for Q3 2019, up 1.7% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2019 and 2 closed out, a net change of +1 holder.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $1.61M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2019 was Wells Fargo, an estimated $1.81M sold.
Based on aggregated 13F filings for Q3 2019.