Invesco S&P SmallCap Momentum ETF
XSMO
58 hedge funds and large institutions have $59.7M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 12 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
0.96% more ownership
Funds ownership: 43.35% → 44.31% (+0.96%)
9% less funds holding
Funds holding: 64 → 58 (-6)
11% less capital invested
Capital invested by funds: $67.1M → $59.7M (-$7.32M)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.91M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$898K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$829K |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$757K |
| 5 |
Morgan Stanley
New York
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.15M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.02M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$390K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$334K |
| 5 |
IF
Intrua Financial
Houston,
Texas
|
-$268K |
XSMO Hedge Fund Activity: Q2 2022 in Review
58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q2 2022, worth a combined $59.7M — down 11% from $67.1M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of XSMO and 6 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 20 added.
The largest buyer was LPL Financial, adding an estimated $2.91M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.15M.
- 58 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q2 2022, down from 64 in Q1 2022.
- Funds reported $59.7M of Invesco S&P SmallCap Momentum ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q2 2022 and 12 closed out, a net change of -6 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q2 2022 was LPL Financial, an estimated $2.91M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $1.15M sold.
Based on aggregated 13F filings for Q2 2022.