Invesco S&P SmallCap Momentum ETF
XSMO
37 hedge funds and large institutions have $62M invested in Invesco S&P SmallCap Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
6% more funds holding
Funds holding: 35 → 37 (+2)
4% more capital invested
Capital invested by funds: $59.5M → $62M (+$2.44M)
5.11% less ownership
Funds ownership: 70.57% → 65.46% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.32M |
| 3 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$492K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$432K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$365K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.87M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.02M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.52M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$456K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$292K |
XSMO Hedge Fund Activity: Q2 2020 in Review
37 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q2 2020, worth a combined $62M — up 4.1% from $59.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XSMO positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.8M. The largest seller was Morgan Stanley, cutting an estimated $5.87M.
- 37 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q2 2020, up from 35 in Q1 2020.
- Funds reported $62M of Invesco S&P SmallCap Momentum ETF stock for Q2 2020, up 4.1% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q2 2020 and 5 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q2 2020 was LPL Financial, an estimated $1.8M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q2 2020 was Morgan Stanley, an estimated $5.87M sold.
Based on aggregated 13F filings for Q2 2020.