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Invesco S&P SmallCap Momentum ETF
XSMO

66 hedge funds and large institutions have $105M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $88.5M → $105M (+$17M)

5% more funds holding

Funds holding: 63 → 66 (+3)

0.53% more ownership

Funds ownership: 56.02% → 56.55% (+0.53%)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Marmo Financial Group
Tennessee
+$5.04M
2
Stifel Financial
Stifel Financial
Missouri
+$4.98M
3
SL
Systelligence LLC
Minnesota
+$2.54M
4
AI
Atria Investments
North Carolina
+$1.95M
5
MFG
Merit Financial Group
Georgia
+$856K

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$893K
2
Citadel Advisors
Citadel Advisors
Florida
-$700K
3
Wells Fargo
Wells Fargo
California
-$540K
4
HighTower Advisors
HighTower Advisors
Illinois
-$539K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$455K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
51
Harbor Investment Advisory
Maryland
$27.8K – – –
BCMIO
52
Beacon Capital Management Inc (Ohio)
Ohio
$19.4K -$96 -2 -0.5%
TWM
53
Tradition Wealth Management
Minnesota
$19K +$96 +2 +0.5%
PTC
54
Private Trust Company
Ohio
$14.7K – – –
GWM
55
Geneos Wealth Management
Colorado
$7.87K – – –
NA
56
Nordwand Advisors
Pennsylvania
$6.25K +$6.46K +135 New
SPIA
57
Steward Partners Investment Advisory
New York
$5.56K – – –
AWM
58
Abound Wealth Management
Tennessee
$4.42K – – –
AA
59
AlphaMark Advisors
Kentucky
$4K – – –
ASN
60
Advisory Services Network
Georgia
$3.5K +$48 +1 +1%
GRP
61
Global Retirement Partners
California
$3.41K – – –
BAM
62
Belpointe Asset Management
Nevada
$3.38K +$1.44K +30 +70%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$2.8K +$694K +14,512 +32%
CWP
64
Concord Wealth Partners
Virginia
$2.55K -$2.82K -59 -52%
SWM
65
Spire Wealth Management
Virginia
$2.55K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$185 – – –
Citadel Advisors
67
Citadel Advisors
Florida
– -$700K -14,848 Closed
HighTower Advisors
68
HighTower Advisors
Illinois
– -$539K -11,407 Closed
ACA
69
Aptus Capital Advisors
Alabama
– -$144K -3,063 Closed
MCC
70
Money Concepts Capital
Florida
– -$64K -1,357 Closed
WA
71
Win Advisors
Florida
– -$55.9K -1,186 Closed
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
– -$52K -1,104 Closed
S
73
SignatureFD
Georgia
– -$6.53K -139 Closed
1 2
3

XSMO Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2023, worth a combined $105M — up 19% from $88.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XSMO positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Marmo Financial Group, opening a new position worth an estimated $5.04M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $893K.

  • 66 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2023, up from 63 in Q4 2022.
  • Funds reported $105M of Invesco S&P SmallCap Momentum ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 13 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2023 and 7 closed out, a net change of +6 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2023 was Marmo Financial Group, an estimated $5.04M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $893K sold.

Based on aggregated 13F filings for Q1 2023.