Invesco S&P SmallCap Momentum ETF
XSMO
57 hedge funds and large institutions have $100M invested in Invesco S&P SmallCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
65% more capital invested
Capital invested by funds: $60.7M → $100M (+$39.3M)
16.73% more ownership
Funds ownership: 34.97% → 51.7% (+17%)
16% more funds holding
Funds holding: 49 → 57 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$10.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.62M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.06M |
| 4 |
Morgan Stanley
New York
|
+$1.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$439K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$427K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$143K |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$129K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$110K |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$92K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $9.88K | – | – | – |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $9K | +$9.62K | +170 | New |
|
|
SPIA
53
Steward Partners Investment Advisory
New York
| $7K | – | – | – |
|
|
MW
54
Milestone Wealth
Buffalo,
New York
| $7K | +$7.02K | +124 | New |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| $3K | – | – | – |
|
|
AWM
56
Aspire Wealth Management
Waltham,
Massachusetts
| $3K | +$2.55K | +45 | New |
|
|
NL
57
NVWM LLC
Yardley,
Pennsylvania
| $2K | – | – | – |
|
|
58
UBS Group
Zurich,
Switzerland
| – | -$110K | -2,071 | Closed |
|
|
ADL
59
Asset Dedication LLC
San Francisco,
California
| – | -$92K | -1,731 | Closed |
|
|
CAGAS
60
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$8K | -150 | Closed |
|
|
GRP
61
Global Retirement Partners
San Rafael,
California
| – | -$3K | -50 | Closed |
|
XSMO Hedge Fund Activity: Q4 2021 in Review
57 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2021, worth a combined $100M — up 65% from $60.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XSMO positions and 4 closed out — a net gain of 10 holders — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $10.7M. The largest seller was Royal Bank of Canada, cutting an estimated $427K.
- 57 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2021, up from 49 in Q3 2021.
- Funds reported $100M of Invesco S&P SmallCap Momentum ETF stock for Q4 2021, up 65% quarter-over-quarter.
- 14 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2021 and 4 closed out, a net change of +10 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2021 was Mainstay Capital Management, an estimated $10.7M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $427K sold.
Based on aggregated 13F filings for Q4 2021.