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Invesco S&P SmallCap Momentum ETF
XSMO

78 hedge funds and large institutions have $182M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

75% more capital invested

Capital invested by funds: $104M → $182M (+$78M)

24% more funds holding

Funds holding: 63 → 78 (+15)

1.42% more ownership

Funds ownership: 64.97% → 66.4% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12M
2
LPL Financial
LPL Financial
California
+$10.4M
3
Wells Fargo
Wells Fargo
California
+$6.46M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.57M
5
TF
Theory Financial
Colorado
+$3.56M

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$1.42M
2
VF
Virtu Financial
New York
-$662K
3
MTWM
Masso Torrence Wealth Management
New Jersey
-$613K
4
FTUS
Flow Traders U.S.
New York
-$480K
5
MFG
Marmo Financial Group
Tennessee
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$375K +$332K +6,621 New
AWM
52
Aspire Wealth Management
Massachusetts
$338K +$13.8K +275 +5%
CAN
53
Cetera Advisor Networks
California
$328K +$291K +5,794 New
MML Investors Services
54
MML Investors Services
Massachusetts
$318K -$3.61K -72 -1%
NA
55
NewEdge Advisors
Louisiana
$305K +$29.5K +589 +12%
CA
56
CoreCap Advisors
Michigan
$299K -$17.6K -350 -6%
SWM
57
Silverlake Wealth Management
Vermont
$227K +$201K +4,000 New
OC
58
Oppenheimer & Co
New York
$219K +$194K +3,872 New
AAS
59
Avantax Advisory Services
Texas
$205K +$181K +3,615 New
VNA
60
Valley National Advisers
Pennsylvania
$108K +$96.5K +1,923 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$98K – – –
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$54K +$47.8K +953 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$53.8K – – –
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$48.4K -$3.61K -72 -8%
PTC
65
Private Trust Company
Ohio
$36.2K +$151 +3 +0.5%
HIA
66
Harbor Investment Advisory
Maryland
$34K – – –
BCMIO
67
Beacon Capital Management Inc (Ohio)
Ohio
$23.2K -$151 -3 -0.7%
TWM
68
Tradition Wealth Management
Minnesota
$23K – – –
NRC
69
New Republic Capital
North Carolina
$17K – – –
GWM
70
Geneos Wealth Management
Colorado
$9.63K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$9.37K +$8.08K +161 +4,025%
NA
72
Nordwand Advisors
Pennsylvania
$7.65K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$6.8K – – –
AWM
74
Abound Wealth Management
Tennessee
$5.44K – – –
GRP
75
Global Retirement Partners
California
$4.22K – – –
1 2
3
4

XSMO Hedge Fund Activity: Q4 2023 in Review

78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2023, worth a combined $182M — up 75% from $104M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XSMO positions and 3 closed out — a net gain of 15 holders — while 31 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12M. The largest seller was Systelligence LLC, cutting an estimated $1.42M.

  • 78 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $182M of Invesco S&P SmallCap Momentum ETF stock for Q4 2023, up 75% quarter-over-quarter.
  • 18 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2023 and 3 closed out, a net change of +15 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $12M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2023 was Systelligence LLC, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2023.