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Invesco S&P SmallCap Momentum ETF
XSMO

203 hedge funds and large institutions have $983M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 100 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 30

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

34% more capital invested

Capital invested by funds: $736M → $983M (+$247M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more funds holding

Funds holding: 173 → 203 (+30)

2.11% less ownership

Funds ownership: 71.96% → 69.84% (-2.1%)

Holders
203
Holders Change
+30
Holders Change %
+17.34%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
51
Increased
100
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$64.3M
2
LPL Financial
LPL Financial
California
+$36.1M
3
Morgan Stanley
Morgan Stanley
New York
+$26.9M
4
Bank of America
Bank of America
North Carolina
+$19.5M
5
Wells Fargo
Wells Fargo
California
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$46.4M
2
FIS
Fischer Investment Strategies
California
-$4.46M
3
PFT
Providence First Trust
Arizona
-$2.47M
4
CRWM
Castle Rock Wealth Management
California
-$2.08M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BS
51
Banco Santander
Spain
$3.31M +$1.89M +27,509 +122%
TF
52
Theory Financial
Colorado
$3.25M -$60.6K -882 -2%
NA
53
NewEdge Advisors
Louisiana
$3.24M +$1.23M +17,864 +57%
SWM
54
Sculati Wealth Management
Michigan
$3.15M +$18.6K +271 +0.6%
NWMP
55
Noble Wealth Management PBC
Colorado
$2.71M +$2.81M +40,918 New
Mariner
56
Mariner
Kansas
$2.7M +$2.81M +40,878 New
IAA
57
Independent Advisor Alliance
North Carolina
$2.7M +$2.8M +40,776 New
PCIA
58
Prime Capital Investment Advisors
Kansas
$2.68M +$44.3K +645 +2%
AAS
59
Avantax Advisory Services
Texas
$2.67M +$1.94M +28,196 +231%
OCM
60
One Capital Management
California
$2.6M +$461K +6,711 +21%
PG
61
Prostatis Group
Maryland
$2.45M +$2.55M +37,104 New
CAM
62
Cobblestone Asset Management
Virginia
$2.36M +$2.45M +35,627 New
EH
63
Equitable Holdings
New York
$2.25M +$399K +5,811 +21%
MIM
64
Marshall Investment Management
Colorado
$2.22M +$2.31M +33,609 New
SA
65
Sanctuary Advisors
Indiana
$2.16M +$361K +5,257 +20%
FA
66
Fiduciary Alliance
South Carolina
$2.11M +$2.2M +31,945 New
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$2.01M +$2.03M +29,568 +3,285%
TWM
68
Tolleson Wealth Management
Texas
$1.95M – – –
MFG
69
Merit Financial Group
Georgia
$1.91M +$417K +6,067 +27%
PA
70
PFG Advisors
Arizona
$1.78M +$140K +2,035 +8%
TFS
71
Thoroughbred Financial Services
Tennessee
$1.63M +$123K +1,794 +8%
JIC
72
Johnson Investment Counsel
Ohio
$1.5M – – –
IA
73
IFG Advisory
Georgia
$1.47M +$8.59K +125 +0.6%
AFP
74
Ausdal Financial Partners
Iowa
$1.46M +$120K +1,739 +9%
PS
75
Principal Securities
Iowa
$1.46M +$850K +12,368 +127%
1 2
3
4 5

XSMO Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2024, worth a combined $983M — up 34% from $736M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XSMO positions and 17 closed out — a net gain of 34 holders — while 100 added to existing stakes and 30 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $64.3M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $46.4M sold.

  • 203 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2024, up from 173 in Q3 2024.
  • Funds reported $983M of Invesco S&P SmallCap Momentum ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 51 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2024 and 17 closed out, a net change of +34 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $64.3M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2024 was Mainstay Capital Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2024.