Invesco S&P SmallCap Momentum ETF
XSMO
63 hedge funds and large institutions have $104M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
13.59% more ownership
Funds ownership: 51.38% → 64.97% (+14%)
9% more capital invested
Capital invested by funds: $95.2M → $104M (+$8.84M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 64 → 63 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$8.12M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.65M |
| 3 |
LPL Financial
San Diego,
California
|
+$873K |
| 4 |
VF
Virtu Financial
New York
|
+$676K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$954K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$467K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$412K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$346K |
XSMO Hedge Fund Activity: Q3 2023 in Review
63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2023, worth a combined $104M — up 9.3% from $95.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of XSMO and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 23 added.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $8.12M. The largest seller was Susquehanna International Group, cutting an estimated $1.5M.
- 63 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2023, down from 64 in Q2 2023.
- Funds reported $104M of Invesco S&P SmallCap Momentum ETF stock for Q3 2023, up 9.3% quarter-over-quarter.
- 5 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2023 and 6 closed out, a net change of -1 holder.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2023 was Systelligence LLC, an estimated $8.12M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2023 was Susquehanna International Group, an estimated $1.5M sold.
Based on aggregated 13F filings for Q3 2023.