Invesco S&P SmallCap Momentum ETF
XSMO
90 hedge funds and large institutions have $248M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
73% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 22
36% more capital invested
Capital invested by funds: $182M → $248M (+$65.8M)
15% more funds holding
Funds holding: 78 → 90 (+12)
0.77% more ownership
Funds ownership: 66.4% → 67.17% (+0.77%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$23.3M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$11.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$11.4M |
| 4 |
Citigroup
New York
|
+$4.92M |
| 5 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.26M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.03M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$529K |
| 5 |
Jane Street
New York
|
-$433K |
XSMO Hedge Fund Activity: Q1 2024 in Review
90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2024, worth a combined $248M — up 36% from $182M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XSMO positions and 7 closed out — a net gain of 12 holders — while 38 added to existing stakes and 22 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $23.3M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.
- 90 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2024, up from 78 in Q4 2023.
- Funds reported $248M of Invesco S&P SmallCap Momentum ETF stock for Q1 2024, up 36% quarter-over-quarter.
- 19 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2024 and 7 closed out, a net change of +12 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $23.3M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2024 was Morgan Stanley, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2024.