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Invesco S&P SmallCap Momentum ETF
XSMO

173 hedge funds and large institutions have $736M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 65 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 6

225% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 20

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

129% more capital invested

Capital invested by funds: $322M → $736M (+$414M)

63% more funds holding

Funds holding: 106 → 173 (+67)

6.67% more ownership

Funds ownership: 65.29% → 71.96% (+6.7%)

Holders
173
Holders Change
+67
Holders Change %
+63.21%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
75
Increased
65
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$71.3M
3
MCM
Mainstay Capital Management
Michigan
+$44.6M
4
AWM
Apollon Wealth Management
South Carolina
+$16.3M
5
Morgan Stanley
Morgan Stanley
New York
+$14.6M

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$1.08M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$950K
3
VF
Virtu Financial
New York
-$629K
4
MFG
Merit Financial Group
Georgia
-$499K
5
Two Sigma Investments
Two Sigma Investments
New York
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$6.42M +$952K +14,955 +18%
CFG
27
Cooper Financial Group
California
$6.16M +$5.92M +93,062 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$6.13M +$3.37M +52,950 +133%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$5.92M +$5.7M +89,495 New
PWM
30
Provident Wealth Management
Tennessee
$5.87M +$483K +7,589 +9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$5.5M +$2.86M +44,874 +117%
SMC
32
Smith, Moore & Co
Missouri
$4.55M +$135K +2,115 +3%
SCA
33
Snowden Capital Advisors
New York
$4.47M +$4.3M +67,606 New
FIS
34
Fischer Investment Strategies
California
$4.46M +$4.29M +67,415 New
TAM
35
Titleist Asset Management
Texas
$4.2M -$11.6K -182 -0.3%
GWM
36
Geneos Wealth Management
Colorado
$3.92M +$3.76M +59,004 +34,708%
BCMIO
37
Beacon Capital Management Inc (Ohio)
Ohio
$3.88M +$3.73M +58,651 New
MML Investors Services
38
MML Investors Services
Massachusetts
$3.88M +$1.75M +27,474 +88%
RA
39
RFG Advisory
Alabama
$3.67M +$3.53M +55,449 New
PFT
40
Providence First Trust
Arizona
$3.35M +$3.22M +50,592 New
TF
41
Theory Financial
Colorado
$3.27M -$240K -3,763 -7%
SWM
42
Sculati Wealth Management
Michigan
$3.14M +$401K +6,305 +15%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$3.09M +$1.16M +18,187 +63%
KA
44
Kozak & Associates
Colorado
$2.66M +$2.49M +39,102 New
GWSG
45
GPS Wealth Strategies Group
Colorado
$2.66M +$2.55M +40,046 +21,077%
PCIA
46
Prime Capital Investment Advisors
Kansas
$2.64M -$38.2K -600 -1%
BAM
47
Belpointe Asset Management
Nevada
$2.5M +$1.13M +17,802 +89%
FCA
48
Fortis Capital Advisors
Kansas
$2.5M +$1.13M +17,802 +89%
AWM
49
Aspire Wealth Management
Massachusetts
$2.32M +$59.4K +933 +3%
OCM
50
One Capital Management
California
$2.16M +$2.08M +32,612 New
1
2
3 4 5

XSMO Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2024, worth a combined $736M — up 129% from $322M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new XSMO positions and 6 closed out — a net gain of 69 holders — while 65 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $76.8M. The largest seller was Systelligence LLC, cutting an estimated $1.08M.

  • 173 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $736M of Invesco S&P SmallCap Momentum ETF stock for Q3 2024, up 129% quarter-over-quarter.
  • 75 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2024 and 6 closed out, a net change of +69 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $76.8M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2024 was Systelligence LLC, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2024.