XSMO icon

Invesco S&P SmallCap Momentum ETF
XSMO

Overview Fund Activity

49 hedge funds and large institutions have $60.7M invested in Invesco S&P SmallCap Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$10.5M
2
ACM
2
Armbruster Capital Management
New York
$5.73M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.34M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.74M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$375K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$683K
3
RJA
3
Raymond James & Associates
Florida
$965K
4
MCA
4
Magnolia Capital Advisors
Mississippi
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
26
Ullmann Wealth Partners Group
Florida
$288K -$19.2K -360 -6%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$266K +$79.2K +1,977 +42%
TRCT
28
Tower Research Capital (TRC)
New York
$260K +$120K +2,260 +86%
OC
29
Oppenheimer & Co
New York
$224K +$11.6K +218 +5%
Citigroup
30
Citigroup
New York
$206K -$34.2K -643 -14%
CWM
31
Cedar Wealth Management
California
$172K – – –
UBS Group
32
UBS Group
Switzerland
$110K +$57.4K +1,080 +109%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$94K – – –
ADL
34
Asset Dedication LLC
California
$92K +$92K +1,731 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$50K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$48K – – –
SIM
37
Sonora Investment Management
Arizona
$46K – – –
HWMA
38
Heritage Wealth Management (Arizona)
Arizona
$44K -$105K -1,972 -71%
CFB
39
Cullen/Frost Bankers
Texas
$32K – – –
HIA
40
Harbor Investment Advisory
Maryland
$32K – – –
BCMIO
41
Beacon Capital Management Inc (Ohio)
Ohio
$25K +$25K +470 New
PFA
42
Professional Financial Advisors
Nebraska
$22K -$6.1K -115 -22%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$21.3K +$21.3K +400 New
APA
44
American Portfolios Advisors
New York
$9.32K – – –
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$6K – – –
SWM
47
Spire Wealth Management
Virginia
$3K – – –
GRP
48
Global Retirement Partners
California
$3K +$3K +50 New
NL
49
NVWM LLC
Pennsylvania
$2K +$2K +35 New
Citadel Advisors
50
Citadel Advisors
Florida
– -$1.08M -19,671 Closed
1
2
3