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Invesco S&P SmallCap Momentum ETF
XSMO

49 hedge funds and large institutions have $93.2M invested in Invesco S&P SmallCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $80.2M → $93.2M (+$13M)

14% more funds holding

Funds holding: 43 → 49 (+6)

5.99% less ownership

Funds ownership: 59.48% → 53.49% (-6%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.82M
2
IWM
IHT Wealth Management
Illinois
+$1.06M
3
Wells Fargo
Wells Fargo
California
+$805K
4
FHA
Flagship Harbor Advisors
Massachusetts
+$714K
5
RJA
Raymond James & Associates
Florida
+$691K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$576K
2
AWA
Arete Wealth Advisors
Illinois
-$564K
3
SIA
SkyView Investment Advisors
New Jersey
-$421K
4
ACM
Armbruster Capital Management
New York
-$372K
5
CAN
Cetera Advisor Networks
California
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
26
Ullmann Wealth Partners Group
Florida
$300K – – –
TAIM
27
TD Ameritrade Investment Management
Nebraska
$286K – – –
Citigroup
28
Citigroup
New York
$247K -$69K -1,318 -22%
WWM
29
Western Wealth Management
Colorado
$222K -$21.2K -404 -9%
HighTower Advisors
30
HighTower Advisors
Illinois
$222K +$225K +4,291 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$209K +$210K +4,006 New
OC
32
Oppenheimer & Co
New York
$208K +$209K +3,987 New
HWMA
33
Heritage Wealth Management (Arizona)
Arizona
$194K +$195K +3,721 New
CWM
34
Cedar Wealth Management
California
$168K +$157 +3 +0.1%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$92K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$53K -$28.1K -537 -35%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$47K +$47K +897 New
UBS Group
38
UBS Group
Switzerland
$45K -$133K -2,540 -75%
HIA
39
Harbor Investment Advisory
Maryland
$42K – – –
CFB
40
Cullen/Frost Bankers
Texas
$31K – – –
PFA
41
Professional Financial Advisors
Nebraska
$28K +$52 +1 +0.2%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$26K +$25.7K +491 New
BCMIO
43
Beacon Capital Management Inc (Ohio)
Ohio
$25K -$13.4K -255 -35%
DWP
44
Destiny Wealth Partners
Florida
$16K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$12K +$11.8K +226 New
APA
46
American Portfolios Advisors
New York
$9.11K – – –
CAGAS
47
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$6.25K – – –
SWM
49
Spire Wealth Management
Virginia
$3K +$2.88K +55 New
AWA
50
Arete Wealth Advisors
Illinois
– -$564K -11,897 Closed
1
2
3

XSMO Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2021, worth a combined $93.2M — up 16% from $80.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XSMO positions and 6 closed out — a net gain of 6 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $4.82M. The largest seller was Morgan Stanley, cutting an estimated $576K.

  • 49 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2021, up from 43 in Q4 2020.
  • Funds reported $93.2M of Invesco S&P SmallCap Momentum ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 12 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2021 and 6 closed out, a net change of +6 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2021 was Wealth Enhancement Advisory Services, an estimated $4.82M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2021 was Morgan Stanley, an estimated $576K sold.

Based on aggregated 13F filings for Q1 2021.