Invesco S&P SmallCap Momentum ETF
XSMO
34 hedge funds and large institutions have $75M invested in Invesco S&P SmallCap Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
6% more funds holding
Funds holding: 32 → 34 (+2)
4% more capital invested
Capital invested by funds: $71.9M → $75M (+$3.1M)
0.51% more ownership
Funds ownership: 79.54% → 80.06% (+0.51%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.71M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.08M |
| 3 |
LPL Financial
San Diego,
California
|
+$790K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$221K |
| 5 |
Morgan Stanley
New York
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.76M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.28M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$211K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$138K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMIO
26
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $38K | -$611 | -16 | -2% |
|
|
HIA
27
Harbor Investment Advisory
Lutherville,
Maryland
| $32K | +$30.6K | +800 | New |
|
|
CFB
28
Cullen/Frost Bankers
San Antonio,
Texas
| $24K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $22K | -$14.6K | -381 | -40% |
|
|
TAIM
30
TD Ameritrade Investment Management
Omaha,
Nebraska
| $18K | +$17.8K | +467 | New |
|
|
APA
31
American Portfolios Advisors
Holbrook,
New York
| $17.7K | – | – | – |
|
|
CAGAS
32
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $6K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $4K | -$5.73K | -150 | -56% |
|
|
AA
34
Advisory Alpha
Holland,
Michigan
| $3.21K | – | – | – |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$1.76M | -47,301 | Closed |
|
XSMO Hedge Fund Activity: Q4 2019 in Review
34 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2019, worth a combined $75M — up 4.3% from $71.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XSMO positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.71M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.76M sold.
- 34 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2019, up from 32 in Q3 2019.
- Funds reported $75M of Invesco S&P SmallCap Momentum ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2019 and 1 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2019 was Cambridge Investment Research Advisors, an estimated $1.71M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2019 was Citadel Advisors, an estimated $1.76M sold.
Based on aggregated 13F filings for Q4 2019.