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Invesco S&P SmallCap Momentum ETF
XSMO

90 hedge funds and large institutions have $248M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

36% more capital invested

Capital invested by funds: $182M → $248M (+$65.8M)

15% more funds holding

Funds holding: 78 → 90 (+12)

0.77% more ownership

Funds ownership: 66.4% → 67.17% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
38
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$23.3M
2
FFN
Focus Financial Network
Minnesota
+$11.4M
3
LPL Financial
LPL Financial
California
+$11.4M
4
Citigroup
Citigroup
New York
+$4.92M
5
PWM
Provident Wealth Management
Tennessee
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.26M
3
AI
Atria Investments
North Carolina
-$1.03M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529K
5
Jane Street
Jane Street
New York
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tolleson Wealth Management
Texas
$1.78M – – –
LWM
27
Lodestone Wealth Management
Washington
$1.38M +$1.83K +32 +0.1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.32M +$389K +6,809 +45%
IFWM
29
Institute for Wealth Management
Colorado
$1.29M – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.15M +$683K +11,956 +169%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.07M +$693K +12,141 +216%
UWM
32
USAdvisors Wealth Management
Minnesota
$1.06M +$1.01M +17,675 New
Jones Financial Companies
33
Jones Financial Companies
Missouri
$994K +$941K +16,477 New
AFP
34
Ausdal Financial Partners
Iowa
$984K +$376K +6,582 +68%
AC
35
Anson Capital
Georgia
$939K +$13.5K +237 +2%
AWM
36
Accel Wealth Management
Iowa
$896K +$848K +14,855 New
MWM
37
Merriman Wealth Management
Washington
$887K -$34.9K -612 -4%
LTL
38
Lowery Thomas LLC
California
$878K +$77.5K +1,358 +10%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$825K +$160K +2,802 +26%
AT
40
American Trust
Kentucky
$824K +$3.54K +62 +0.5%
WWM
41
Western Wealth Management
Colorado
$755K +$9.13K +160 +1%
Comerica Bank
42
Comerica Bank
Texas
$724K – – –
IWC
43
Integrated Wealth Concepts
Massachusetts
$696K -$53.3K -933 -7%
CAN
44
Cetera Advisor Networks
California
$684K +$316K +5,537 +96%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$682K -$26.7K -468 -4%
JIC
46
Johnson Investment Counsel
Ohio
$675K +$639K +11,190 New
AWM
47
Aspire Wealth Management
Massachusetts
$638K +$264K +4,620 +78%
PS
48
Principal Securities
Iowa
$624K -$19.6K -343 -3%
EFL
49
ERn Financial LLC
Wisconsin
$606K +$5.31K +93 +0.9%
S4W
50
Solutions 4 Wealth
Texas
$586K +$228 +4 +0%
1
2
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XSMO Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2024, worth a combined $248M — up 36% from $182M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XSMO positions and 7 closed out — a net gain of 12 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $23.3M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.

  • 90 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2024, up from 78 in Q4 2023.
  • Funds reported $248M of Invesco S&P SmallCap Momentum ETF stock for Q1 2024, up 36% quarter-over-quarter.
  • 19 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2024 and 7 closed out, a net change of +12 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $23.3M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2024 was Morgan Stanley, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2024.