Invesco S&P SmallCap Momentum ETF
XSMO
64 hedge funds and large institutions have $67.1M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
12% more funds holding
Funds holding: 57 → 64 (+7)
8.35% less ownership
Funds ownership: 51.7% → 43.35% (-8.4%)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
33% less capital invested
Capital invested by funds: $100M → $67.1M (-$33M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.18M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.02M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$375K |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$359K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$14.5M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$10.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.54M |
| 4 |
Morgan Stanley
New York
|
-$2.17M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.02M |
XSMO Hedge Fund Activity: Q1 2022 in Review
64 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2022, worth a combined $67.1M — down 33% from $100M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XSMO positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.18M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $14.5M.
- 64 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2022, up from 57 in Q4 2021.
- Funds reported $67.1M of Invesco S&P SmallCap Momentum ETF stock for Q1 2022, down 33% quarter-over-quarter.
- 14 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2022 and 7 closed out, a net change of +7 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2022 was LPL Financial, an estimated $2.18M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2022 was Carson Wealth (CWM LLC), an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2022.