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Invesco S&P SmallCap Momentum ETF
XSMO

63 hedge funds and large institutions have $88.5M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

41% more capital invested

Capital invested by funds: $62.9M → $88.5M (+$25.6M)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

13% more funds holding

Funds holding: 56 → 63 (+7)

11.47% more ownership

Funds ownership: 44.56% → 56.02% (+11%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$9.08M
2
LPL Financial
LPL Financial
California
+$5.98M
3
AWM
AE Wealth Management
Kansas
+$2.09M
4
Morgan Stanley
Morgan Stanley
New York
+$1.82M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.26M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$966K
3
FAIM
Financial Advocates Investment Management
Washington
-$487K
4
SEP
Southland Equity Partners
Missouri
-$307K
5
SPC
Sigma Planning Corp
Michigan
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
51
SignatureFD
Georgia
$6.53K -$1.7K -35 -20%
HWMA
52
Heritage Wealth Management (Arizona)
Arizona
$6.51K +$3.34K +69 +100%
SPIA
53
Steward Partners Investment Advisory
New York
$5.66K – – –
CWP
54
Concord Wealth Partners
Virginia
$5.38K +$5.53K +114 New
AWM
55
Abound Wealth Management
Tennessee
$4.48K – – –
AA
56
AlphaMark Advisors
Kentucky
$4K – – –
GRP
57
Global Retirement Partners
California
$3.63K – – –
ASN
58
Advisory Services Network
Georgia
$3.55K +$3.63K +75 New
SWM
59
Spire Wealth Management
Virginia
$3K – – –
NA
60
NewEdge Advisors
Louisiana
$2.67K +$29.8K +615 +11%
BAM
61
Belpointe Asset Management
Nevada
$2.03K +$2.08K +43 New
PAG
62
Private Advisor Group
New Jersey
$1.49K +$159K +3,288 +12%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$189 -$194 -4 -50%
SEP
64
Southland Equity Partners
Missouri
– -$307K -7,075 Closed
SPC
65
Sigma Planning Corp
Michigan
– -$261K -6,014 Closed
IA
66
IFP Advisors
Florida
– -$34K -946 Closed
CFB
67
Cullen/Frost Bankers
Texas
– -$26K -598 Closed
PFA
68
Professional Financial Advisors
Nebraska
– -$18K -419 Closed
NL
69
NVWM LLC
Pennsylvania
– -$2K -35 Closed
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XSMO Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2022, worth a combined $88.5M — up 41% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XSMO positions and 6 closed out — a net gain of 10 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $9.08M. The largest seller was Wells Fargo, cutting an estimated $1.26M.

  • 63 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $88.5M of Invesco S&P SmallCap Momentum ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 16 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2022 was Merit Financial Group, an estimated $9.08M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2022 was Wells Fargo, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2022.