XSMO icon

Invesco S&P SmallCap Momentum ETF
XSMO

Overview Fund Activity

201 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 50 funds opening new positions, 99 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+29
Holders Change %
+16.86%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
50
Increased
99
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$68.2M
2
LPL Financial
2
LPL Financial
California
$119M
3
Morgan Stanley
3
Morgan Stanley
New York
$54.7M
4
Bank of America
4
Bank of America
North Carolina
$26.2M
5
Wells Fargo
5
Wells Fargo
California
$42.1M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
FIS
2
Fischer Investment Strategies
California
$0
3
PFT
3
Providence First Trust
Arizona
$969K
4
CRWM
4
Castle Rock Wealth Management
California
$0
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$7.27M +$867K +13,117 +14%
HI
27
Harbour Investments
Wisconsin
$7.15M +$6.17M +93,276 +628%
Truist Financial
28
Truist Financial
North Carolina
$7.14M +$655K +9,902 +10%
MWM
29
Meridian Wealth Management
Kentucky
$7.02M -$220K -3,330 -3%
CFG
30
Cooper Financial Group
California
$6.88M +$730K +11,041 +12%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$6.85M +$930K +14,074 +16%
PWM
32
Provident Wealth Management
Tennessee
$6.33M +$467K +7,066 +8%
SFA
33
Sequoia Financial Advisors
Ohio
$6.13M +$6.13M +92,709 New
UWP
34
Uniting Wealth Partners
Kansas
$6.04M +$6.04M +91,382 New
AFS
35
Anderson Financial Strategies
Ohio
$5.02M +$5.02M +75,947 New
GA
36
Guerra Advisors
Florida
$4.93M +$4.93M +74,548 New
TAM
37
Titleist Asset Management
Texas
$4.9M +$701K +10,603 +17%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$4.7M +$1.59M +24,105 +51%
SCA
39
Snowden Capital Advisors
New York
$4.67M +$201K +3,038 +4%
AWA
40
Adapt Wealth Advisors
Georgia
$4.66M +$4.66M +70,523 New
UWM
41
USAdvisors Wealth Management
Minnesota
$4.66M +$3.34M +50,535 +253%
SMC
42
Smith, Moore & Co
Missouri
$4.42M -$125K -1,894 -3%
VWA
43
Visionary Wealth Advisors
Illinois
$4.28M +$4.28M +64,679 New
SMG
44
Smart Money Group
Texas
$4.1M +$4.1M +62,033 New
GWSG
45
GPS Wealth Strategies Group
Colorado
$4.07M +$1.41M +21,300 +53%
GWM
46
Geneos Wealth Management
Colorado
$3.94M +$24.7K +374 +0.6%
KWM
47
Kingsview Wealth Management
Oregon
$3.87M +$3.87M +58,532 New
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$3.83M -$49.9K -755 -1%
RA
49
RFG Advisory
Alabama
$3.59M -$75.5K -1,142 -2%
MML Investors Services
50
MML Investors Services
Massachusetts
$3.38M -$490K -7,412 -13%
1
2
3 4 5