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Invesco S&P SmallCap Momentum ETF
XSMO

173 hedge funds and large institutions have $736M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 65 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 6

225% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 20

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

129% more capital invested

Capital invested by funds: $322M → $736M (+$414M)

63% more funds holding

Funds holding: 106 → 173 (+67)

6.67% more ownership

Funds ownership: 65.29% → 71.96% (+6.7%)

Holders
173
Holders Change
+67
Holders Change %
+63.21%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
75
Increased
65
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$71.3M
3
MCM
Mainstay Capital Management
Michigan
+$44.6M
4
AWM
Apollon Wealth Management
South Carolina
+$16.3M
5
Morgan Stanley
Morgan Stanley
New York
+$14.6M

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$1.08M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$950K
3
VF
Virtu Financial
New York
-$629K
4
MFG
Merit Financial Group
Georgia
-$499K
5
Two Sigma Investments
Two Sigma Investments
New York
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
51
Castle Rock Wealth Management
California
$2.08M +$2.01M +31,606 New
NA
52
NewEdge Advisors
Louisiana
$2.06M +$885K +13,897 +81%
TWM
53
Tolleson Wealth Management
Texas
$1.95M – – –
SA
54
Sanctuary Advisors
Indiana
$1.87M +$121K +1,908 +8%
EH
55
Equitable Holdings
New York
$1.87M +$633K +9,937 +54%
APSPRSPT
56
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.7M +$1.63M +25,672 New
PA
57
PFG Advisors
Arizona
$1.65M +$65.9K +1,035 +4%
TFS
58
Thoroughbred Financial Services
Tennessee
$1.52M +$570K +8,962 +64%
MFG
59
Merit Financial Group
Georgia
$1.51M -$499K -7,835 -26%
JIC
60
Johnson Investment Counsel
Ohio
$1.51M – – –
BS
61
Banco Santander
Spain
$1.49M +$1.44M +22,573 New
TCWM
62
Total Clarity Wealth Management
Illinois
$1.47M +$1.41M +22,198 New
IA
63
IFG Advisory
Georgia
$1.46M +$1.4M +22,040 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1.45M -$950K -14,925 -40%
IFWM
65
Institute for Wealth Management
Colorado
$1.42M -$13.7K -215 -1%
LWM
66
Lodestone Wealth Management
Washington
$1.41M -$102K -1,606 -7%
AFP
67
Ausdal Financial Partners
Iowa
$1.35M +$171K +2,689 +15%
UWM
68
USAdvisors Wealth Management
Minnesota
$1.31M +$64.6K +1,015 +5%
MW
69
Maia Wealth
Colorado
$1.15M +$1.11M +17,429 New
LTL
70
Lowery Thomas LLC
California
$1.11M +$70K +1,099 +7%
AC
71
Anson Capital
Georgia
$1.11M -$40.4K -635 -4%
AI
72
Atria Investments
North Carolina
$1.09M +$2.1K +33 +0.2%
AWM
73
Accel Wealth Management
Iowa
$1.09M +$56.6K +889 +6%
Comerica Bank
74
Comerica Bank
Texas
$1.08M +$271K +4,261 +36%
HI
75
Harbour Investments
Wisconsin
$983K +$945K +14,839 +247,317%
1 2
3
4 5

XSMO Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2024, worth a combined $736M — up 129% from $322M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new XSMO positions and 6 closed out — a net gain of 69 holders — while 65 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $76.8M. The largest seller was Systelligence LLC, cutting an estimated $1.08M.

  • 173 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $736M of Invesco S&P SmallCap Momentum ETF stock for Q3 2024, up 129% quarter-over-quarter.
  • 75 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2024 and 6 closed out, a net change of +69 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $76.8M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2024 was Systelligence LLC, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2024.