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Invesco S&P SmallCap Momentum ETF
XSMO

58 hedge funds and large institutions have $59.7M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0.96% more ownership

Funds ownership: 43.35% → 44.31% (+0.96%)

9% less funds holding

Funds holding: 64 → 58 (-6)

11% less capital invested

Capital invested by funds: $67.1M → $59.7M (-$7.32M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.91M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$898K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$829K
4
ACM
Armbruster Capital Management
New York
+$757K
5
Morgan Stanley
Morgan Stanley
New York
+$461K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.15M
2
GM
GeoWealth Management
Illinois
-$1.02M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$390K
4
WWM
Western Wealth Management
Colorado
-$334K
5
IF
Intrua Financial
Texas
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$253K +$277K +5,768 New
Citigroup
27
Citigroup
New York
$195K -$4.56K -95 -2%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$172K -$15.7K -327 -8%
CA
29
CoreCap Advisors
Michigan
$172K +$188K +3,918 New
CWM
30
Cedar Wealth Management
California
$138K -$5.04K -105 -3%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$95K -$9.31K -194 -8%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$77K – – –
CCM
33
Covington Capital Management
California
$54K +$59.5K +1,240 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$45K +$24.8K +516 +103%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$42K – – –
IA
36
IFP Advisors
Florida
$34K – – –
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$34K +$9.55K +199 +34%
CFB
38
Cullen/Frost Bankers
Texas
$26K – – –
HIA
39
Harbor Investment Advisory
Maryland
$26K – – –
BCMIO
40
Beacon Capital Management Inc (Ohio)
Ohio
$20K – – –
UBS Group
41
UBS Group
Switzerland
$19K +$21K +437 New
PFA
42
Professional Financial Advisors
Nebraska
$18K +$96 +2 +0.5%
TWM
43
Tradition Wealth Management
Minnesota
$17K +$48 +1 +0.3%
CWP
44
Concord Wealth Partners
Virginia
$12K – – –
S
45
SignatureFD
Georgia
$10K +$10.4K +217 New
CAGAS
46
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
HFS
47
Heritage Financial Services
Massachusetts
$8K +$9.6K +200 New
APA
48
American Portfolios Advisors
New York
$7.68K – – –
GWM
49
Geneos Wealth Management
Colorado
$7K – – –
MW
50
Milestone Wealth
New York
$5K – – –
1
2
3

XSMO Hedge Fund Activity: Q2 2022 in Review

58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q2 2022, worth a combined $59.7M — down 11% from $67.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of XSMO and 6 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 20 added.

The largest buyer was LPL Financial, adding an estimated $2.91M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.15M.

  • 58 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q2 2022, down from 64 in Q1 2022.
  • Funds reported $59.7M of Invesco S&P SmallCap Momentum ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q2 2022 and 12 closed out, a net change of -6 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q2 2022 was LPL Financial, an estimated $2.91M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2022.