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Invesco S&P SmallCap Momentum ETF
XSMO

63 hedge funds and large institutions have $88.5M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

41% more capital invested

Capital invested by funds: $62.9M → $88.5M (+$25.6M)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

13% more funds holding

Funds holding: 56 → 63 (+7)

11.47% more ownership

Funds ownership: 44.56% → 56.02% (+11%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$9.08M
2
LPL Financial
LPL Financial
California
+$5.98M
3
AWM
AE Wealth Management
Kansas
+$2.09M
4
Morgan Stanley
Morgan Stanley
New York
+$1.82M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.14M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.26M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$966K
3
FAIM
Financial Advocates Investment Management
Washington
-$487K
4
SEP
Southland Equity Partners
Missouri
-$307K
5
SPC
Sigma Planning Corp
Michigan
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
26
Western Wealth Management
Colorado
$386K +$396K +8,178 New
MML Investors Services
27
MML Investors Services
Massachusetts
$340K -$242 -5 -0.1%
Stifel Financial
28
Stifel Financial
Missouri
$312K +$320K +6,612 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$297K -$15.4K -318 -5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$270K -$4.85K -100 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$270K +$159K +3,288 +135%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$246K +$252K +5,207 New
AWM
33
Aspire Wealth Management
Massachusetts
$233K +$238K +4,903 +10,659%
Citigroup
34
Citigroup
New York
$221K +$10.2K +211 +5%
FFN
35
Focus Financial Network
Minnesota
$205K +$211K +4,353 New
CA
36
CoreCap Advisors
Michigan
$203K +$208K +4,295 New
ACA
37
Aptus Capital Advisors
Alabama
$144K – – –
TAIM
38
TD Ameritrade Investment Management
Nebraska
$138K -$13.8K -285 -9%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$83K +$339 +7 +0.4%
MCC
40
Money Concepts Capital
Florida
$64K +$65.8K +1,357 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$62K -$22.3K -460 -26%
WA
42
Win Advisors
Florida
$55.9K +$57.5K +1,186 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$52K -$9.4K -194 -15%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$44.8K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$36.5K – – –
HIA
46
Harbor Investment Advisory
Maryland
$28.3K – – –
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
$19.9K -$2.18K -45 -10%
TWM
48
Tradition Wealth Management
Minnesota
$19K +$97 +2 +0.5%
PTC
49
Private Trust Company
Ohio
$15K +$15.4K +317 New
GWM
50
Geneos Wealth Management
Colorado
$8.02K – – –
1
2
3

XSMO Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2022, worth a combined $88.5M — up 41% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XSMO positions and 6 closed out — a net gain of 10 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $9.08M. The largest seller was Wells Fargo, cutting an estimated $1.26M.

  • 63 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $88.5M of Invesco S&P SmallCap Momentum ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 16 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2022 was Merit Financial Group, an estimated $9.08M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2022 was Wells Fargo, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2022.