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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.46M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.57M |
| 5 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.42M |
| 2 |
VF
Virtu Financial
New York
|
-$662K |
| 3 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$613K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$480K |
| 5 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
-$206K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
76
Concord Wealth Partners
Abingdon,
Virginia
| $3.12K | – | – | – |
|
|
SWM
77
Spire Wealth Management
Mclean,
Virginia
| $3.06K | – | – | – |
|
78
UBS Group
Zurich,
Switzerland
| $3K | -$15.1K | -301 | -85% |
|
|
VF
79
Virtu Financial
New York
| – | -$662K | -13,652 | Closed |
|
|
MTWM
80
Masso Torrence Wealth Management
Marlton,
New Jersey
| – | -$613K | -12,647 | Closed |
|
|
FTUS
81
Flow Traders U.S.
New York
| – | -$480K | -9,900 | Closed |
|
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.