We are live on ! Find out more
XSMO icon

Invesco S&P SmallCap Momentum ETF
XSMO

209 hedge funds and large institutions have $979M invested in Invesco S&P SmallCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

88% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 51

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

3% more funds holding

Funds holding: 203 → 209 (+6)

0% less capital invested

Capital invested by funds: $983M → $979M (-$4.41M)

0.92% less ownership

Funds ownership: 69.84% → 68.93% (-0.92%)

Holders
209
Holders Change
+6
Holders Change %
+2.96%
% of All Funds
2.8%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
37
Increased
96
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWA
Gratus Wealth Advisors
Virginia
+$31.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$24.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$14M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$12.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$31.9M
2
Morgan Stanley
Morgan Stanley
New York
-$21.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.7M
4
UWP
Uniting Wealth Partners
Kansas
-$5.8M
5
Citigroup
Citigroup
New York
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
51
Theory Financial
Colorado
$3.11M +$20.9K +318 +0.6%
NWMP
52
Noble Wealth Management PBC
Colorado
$3.06M +$512K +7,779 +19%
SWM
53
Sculati Wealth Management
Michigan
$3.04M +$50.7K +771 +2%
CWMGP
54
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.93M +$1.78M +27,061 +138%
PCIA
55
Prime Capital Investment Advisors
Kansas
$2.83M +$301K +4,575 +11%
Mariner
56
Mariner
Kansas
$2.8M +$251K +3,819 +9%
EH
57
Equitable Holdings
New York
$2.71M +$597K +9,072 +27%
AI
58
Atria Investments
North Carolina
$2.68M +$1.64M +24,874 +139%
CAM
59
Cobblestone Asset Management
Virginia
$2.57M +$353K +5,360 +15%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$2.55M +$672K +10,212 +34%
CWM
61
Congress Wealth Management
Massachusetts
$2.33M +$2.44M +37,069 New
IA
62
IFG Advisory
Georgia
$2.03M +$671K +10,205 +46%
MIM
63
Marshall Investment Management
Colorado
$1.96M -$153K -2,320 -7%
TFS
64
Thoroughbred Financial Services
Tennessee
$1.95M +$422K +6,422 +26%
VA
65
VestGen Advisors
Illinois
$1.93M +$2.03M +30,834 New
NWM
66
Nova Wealth Management
Florida
$1.88M +$528K +8,032 +37%
RA
67
RFG Advisory
Alabama
$1.87M -$1.61M -24,460 -45%
TWM
68
Tolleson Wealth Management
Texas
$1.85M – – –
KWA
69
Kingswood Wealth Advisors
California
$1.79M +$719K +10,925 +62%
NIWA
70
New Insight Wealth Advisors
California
$1.76M +$613K +9,319 +50%
PA
71
PFG Advisors
Arizona
$1.72M +$25.2K +383 +1%
MFG
72
Merit Financial Group
Georgia
$1.67M -$153K -2,322 -8%
JCFM
73
JBR Co Financial Management
Oklahoma
$1.62M +$470K +7,141 +38%
AWM
74
Accel Wealth Management
Iowa
$1.51M +$277K +4,207 +21%
PS
75
Principal Securities
Iowa
$1.46M – – –
1 2
3
4 5

XSMO Hedge Fund Activity: Q1 2025 in Review

209 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2025, worth a combined $979M — down 0.45% from $983M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new XSMO positions and 24 closed out — a net gain of 13 holders — while 96 added to existing stakes and 51 trimmed.

The largest buyer was Gratus Wealth Advisors, opening a new position worth an estimated $31.3M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $31.9M.

  • 209 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2025, up from 203 in Q4 2024.
  • Funds reported $979M of Invesco S&P SmallCap Momentum ETF stock for Q1 2025, down 0.45% quarter-over-quarter.
  • 37 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2025 and 24 closed out, a net change of +13 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2025 was Gratus Wealth Advisors, an estimated $31.3M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2025 was Steward Partners Investment Advisory, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2025.