Invesco S&P SmallCap Momentum ETF
XSMO
49 hedge funds and large institutions have $93.2M invested in Invesco S&P SmallCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $80.2M → $93.2M (+$13M)
14% more funds holding
Funds holding: 43 → 49 (+6)
5.99% less ownership
Funds ownership: 59.48% → 53.49% (-6%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.82M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.06M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$805K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$714K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$576K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$564K |
| 3 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$421K |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$372K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$359K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIA
51
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$421K | -8,860 | Closed |
|
|
CAN
52
Cetera Advisor Networks
El Segundo,
California
| – | -$359K | -7,554 | Closed |
|
|
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$211K | -4,440 | Closed |
|
54
US Bancorp
Minneapolis,
Minnesota
| – | -$14K | -300 | Closed |
|
55
AssetMark Inc
Concord,
California
| – | -$6K | -124 | Closed |
|
XSMO Hedge Fund Activity: Q1 2021 in Review
49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2021, worth a combined $93.2M — up 16% from $80.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XSMO positions and 6 closed out — a net gain of 6 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $4.82M. The largest seller was Morgan Stanley, cutting an estimated $576K.
- 49 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2021, up from 43 in Q4 2020.
- Funds reported $93.2M of Invesco S&P SmallCap Momentum ETF stock for Q1 2021, up 16% quarter-over-quarter.
- 12 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2021 and 6 closed out, a net change of +6 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2021 was Wealth Enhancement Advisory Services, an estimated $4.82M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2021 was Morgan Stanley, an estimated $576K sold.
Based on aggregated 13F filings for Q1 2021.