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Invesco S&P SmallCap Momentum ETF
XSMO

64 hedge funds and large institutions have $67.1M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

12% more funds holding

Funds holding: 57 → 64 (+7)

8.35% less ownership

Funds ownership: 51.7% → 43.35% (-8.4%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

33% less capital invested

Capital invested by funds: $100M → $67.1M (-$33M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
14
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.18M
2
GM
GeoWealth Management
Illinois
+$1.02M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$375K
4
ACM
Armbruster Capital Management
New York
+$359K
5
Wells Fargo
Wells Fargo
California
+$345K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$14.5M
2
MCM
Mainstay Capital Management
Michigan
-$10.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.54M
4
Morgan Stanley
Morgan Stanley
New York
-$2.17M
5
NA
NewEdge Advisors
Louisiana
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$332K -$61.8K -1,194 -16%
EFL
27
ERn Financial LLC
Wisconsin
$326K +$325K +6,269 New
IF
28
Intrua Financial
Texas
$268K -$23.3K -451 -8%
Citigroup
29
Citigroup
New York
$236K +$42.9K +828 +22%
FFN
30
Focus Financial Network
Minnesota
$228K +$227K +4,383 New
TAIM
31
TD Ameritrade Investment Management
Nebraska
$220K -$6.78K -131 -3%
OC
32
Oppenheimer & Co
New York
$218K – – –
SWM
33
Silverlake Wealth Management
Vermont
$208K – – –
PA
34
PFG Advisors
Arizona
$204K +$203K +3,921 New
CWM
35
Cedar Wealth Management
California
$168K +$311 +6 +0.2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$123K +$123K +2,368 New
TRCT
37
Tower Research Capital (TRC)
New York
$118K -$390K -7,543 -77%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$92K – – –
MCC
39
Money Concepts Capital
Florida
$70K +$70.2K +1,357 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$50K – – –
IWP
41
IAG Wealth Partners
Wisconsin
$38K – – –
IA
42
IFP Advisors
Florida
$34K +$49K +946 New
CFB
43
Cullen/Frost Bankers
Texas
$31K – – –
HIA
44
Harbor Investment Advisory
Maryland
$31K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$30K +$19.4K +375 +185%
GRP
46
Global Retirement Partners
California
$30K +$33.8K +652 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$26K -$36.2K -699 -58%
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$24K -$52 -1 -0.2%
PFA
49
Professional Financial Advisors
Nebraska
$22K – – –
TWM
50
Tradition Wealth Management
Minnesota
$21K +$20.5K +396 New
1
2
3

XSMO Hedge Fund Activity: Q1 2022 in Review

64 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2022, worth a combined $67.1M — down 33% from $100M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XSMO positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.18M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $14.5M.

  • 64 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2022, up from 57 in Q4 2021.
  • Funds reported $67.1M of Invesco S&P SmallCap Momentum ETF stock for Q1 2022, down 33% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2022 and 7 closed out, a net change of +7 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2022 was LPL Financial, an estimated $2.18M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2022 was Carson Wealth (CWM LLC), an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2022.