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Invesco S&P SmallCap Momentum ETF
XSMO

203 hedge funds and large institutions have $983M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 100 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 30

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

34% more capital invested

Capital invested by funds: $736M → $983M (+$247M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more funds holding

Funds holding: 173 → 203 (+30)

2.11% less ownership

Funds ownership: 71.96% → 69.84% (-2.1%)

Holders
203
Holders Change
+30
Holders Change %
+17.34%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
51
Increased
100
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$64.3M
2
LPL Financial
LPL Financial
California
+$36.1M
3
Morgan Stanley
Morgan Stanley
New York
+$26.9M
4
Bank of America
Bank of America
North Carolina
+$19.5M
5
Wells Fargo
Wells Fargo
California
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$46.4M
2
FIS
Fischer Investment Strategies
California
-$4.46M
3
PFT
Providence First Trust
Arizona
-$2.47M
4
CRWM
Castle Rock Wealth Management
California
-$2.08M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$7.27M +$902K +13,117 +14%
HI
27
Harbour Investments
Wisconsin
$7.15M +$6.41M +93,276 +628%
Truist Financial
28
Truist Financial
North Carolina
$7.14M +$681K +9,902 +10%
MWM
29
Meridian Wealth Management
Kentucky
$7.02M -$229K -3,330 -3%
CFG
30
Cooper Financial Group
California
$6.88M +$759K +11,041 +12%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$6.85M +$967K +14,074 +16%
PWM
32
Provident Wealth Management
Tennessee
$6.33M +$486K +7,066 +8%
SFA
33
Sequoia Financial Advisors
Ohio
$6.13M +$6.37M +92,709 New
UWP
34
Uniting Wealth Partners
Kansas
$6.04M +$6.28M +91,382 New
AFS
35
Anderson Financial Strategies
Ohio
$5.02M +$5.22M +75,947 New
GA
36
Guerra Advisors
Florida
$4.93M +$5.12M +74,548 New
TAM
37
Titleist Asset Management
Texas
$4.9M +$729K +10,603 +17%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$4.7M +$1.66M +24,105 +51%
SCA
39
Snowden Capital Advisors
New York
$4.67M +$209K +3,038 +4%
AWA
40
Adapt Wealth Advisors
Georgia
$4.66M +$4.85M +70,523 New
UWM
41
USAdvisors Wealth Management
Minnesota
$4.66M +$3.47M +50,535 +253%
SMC
42
Smith, Moore & Co
Missouri
$4.42M -$130K -1,894 -3%
VWA
43
Visionary Wealth Advisors
Illinois
$4.28M +$4.45M +64,679 New
SMG
44
Smart Money Group
Texas
$4.1M +$4.26M +62,033 New
GWSG
45
GPS Wealth Strategies Group
Colorado
$4.07M +$1.46M +21,300 +53%
GWM
46
Geneos Wealth Management
Colorado
$3.94M +$25.7K +374 +0.6%
KWM
47
Kingsview Wealth Management
Oregon
$3.87M +$4.02M +58,532 New
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$3.83M -$51.9K -755 -1%
RA
49
RFG Advisory
Alabama
$3.59M -$78.5K -1,142 -2%
MML Investors Services
50
MML Investors Services
Massachusetts
$3.38M -$510K -7,412 -13%
1
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XSMO Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2024, worth a combined $983M — up 34% from $736M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XSMO positions and 17 closed out — a net gain of 34 holders — while 100 added to existing stakes and 30 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $64.3M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $46.4M sold.

  • 203 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2024, up from 173 in Q3 2024.
  • Funds reported $983M of Invesco S&P SmallCap Momentum ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 51 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2024 and 17 closed out, a net change of +34 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $64.3M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2024 was Mainstay Capital Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2024.