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Invesco S&P SmallCap Momentum ETF
XSMO

106 hedge funds and large institutions have $322M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 16

30% more capital invested

Capital invested by funds: $248M → $322M (+$73.9M)

18% more funds holding

Funds holding: 90 → 106 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.88% less ownership

Funds ownership: 67.17% → 65.29% (-1.9%)

Holders
106
Holders Change
+16
Holders Change %
+17.78%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
48
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.5M
2
Stifel Financial
Stifel Financial
Missouri
+$9.84M
3
MWM
Meridian Wealth Management
Kentucky
+$6.23M
4
Truist Financial
Truist Financial
North Carolina
+$5.11M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
AT
American Trust
Kentucky
-$824K
2
TF
Theory Financial
Colorado
-$809K
3
Citadel Advisors
Citadel Advisors
Florida
-$523K
4
SL
Systelligence LLC
Minnesota
-$439K
5
Wells Fargo
Wells Fargo
California
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
Theory Financial
Colorado
$3.23M -$809K -13,576 -20%
SWM
27
Sculati Wealth Management
Michigan
$2.47M +$645K +10,821 +36%
PCIA
28
Prime Capital Investment Advisors
Kansas
$2.43M -$144K -2,414 -6%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.38M +$1.55M +25,984 +190%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$2.3M +$979K +16,428 +75%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.21M +$1.85M +30,986 +528%
AWM
32
Aspire Wealth Management
Massachusetts
$2.05M +$1.41M +23,584 +223%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.87M +$795K +13,331 +75%
MFG
34
Merit Financial Group
Georgia
$1.84M -$31.5K -528 -2%
TWM
35
Tolleson Wealth Management
Texas
$1.77M – – –
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.73M +$731K +12,267 +74%
PA
37
PFG Advisors
Arizona
$1.43M +$1.42M +23,879 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.41M +$1.4M +23,519 New
SA
39
Sanctuary Advisors
Indiana
$1.39M +$1.42M +23,786 New
LWM
40
Lodestone Wealth Management
Washington
$1.37M -$3.52K -59 -0.3%
JIC
41
Johnson Investment Counsel
Ohio
$1.37M +$689K +11,551 +103%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.34M +$875K +14,674 +190%
IFWM
43
Institute for Wealth Management
Colorado
$1.3M +$18.6K +312 +1%
BAM
44
Belpointe Asset Management
Nevada
$1.2M +$1.19M +19,998 New
FCA
45
Fortis Capital Advisors
Kansas
$1.2M +$1.19M +19,998 New
UWM
46
USAdvisors Wealth Management
Minnesota
$1.14M +$75.2K +1,261 +7%
EH
47
Equitable Holdings
New York
$1.1M +$673K +11,290 +160%
AFP
48
Ausdal Financial Partners
Iowa
$1.06M +$84.5K +1,417 +9%
AC
49
Anson Capital
Georgia
$1.04M +$106K +1,783 +11%
NA
50
NewEdge Advisors
Louisiana
$1.04M +$743K +12,455 +260%
1
2
3 4 5

XSMO Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q2 2024, worth a combined $322M — up 30% from $248M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XSMO positions and 5 closed out — a net gain of 18 holders — while 48 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.5M. The largest seller was American Trust, exiting entirely with an estimated $824K sold.

  • 106 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $322M of Invesco S&P SmallCap Momentum ETF stock for Q2 2024, up 30% quarter-over-quarter.
  • 23 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q2 2024 and 5 closed out, a net change of +18 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q2 2024 was LPL Financial, an estimated $14.5M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q2 2024 was American Trust, an estimated $824K sold.

Based on aggregated 13F filings for Q2 2024.