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Invesco S&P SmallCap Momentum ETF
XSMO

106 hedge funds and large institutions have $322M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 16

30% more capital invested

Capital invested by funds: $248M → $322M (+$73.9M)

18% more funds holding

Funds holding: 90 → 106 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.88% less ownership

Funds ownership: 67.17% → 65.29% (-1.9%)

Holders
106
Holders Change
+16
Holders Change %
+17.78%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
48
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.5M
2
Stifel Financial
Stifel Financial
Missouri
+$9.84M
3
MWM
Meridian Wealth Management
Kentucky
+$6.23M
4
Truist Financial
Truist Financial
North Carolina
+$5.11M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
AT
American Trust
Kentucky
-$824K
2
TF
Theory Financial
Colorado
-$809K
3
Citadel Advisors
Citadel Advisors
Florida
-$523K
4
SL
Systelligence LLC
Minnesota
-$439K
5
Wells Fargo
Wells Fargo
California
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$287K +$50.3K +843 +21%
VNA
77
Valley National Advisers
Pennsylvania
$241K – – –
SWM
78
Silverlake Wealth Management
Vermont
$240K – – –
JWCA
79
J.W. Cole Advisors
Florida
$238K +$236K +3,957 New
ASN
80
Advisory Services Network
Georgia
$220K +$218K +3,657 New
OC
81
Oppenheimer & Co
New York
$213K -$1.07K -18 -0.5%
IC
82
Inscription Capital
Texas
$210K +$209K +3,500 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$104K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$77.6K +$59.1K +992 +330%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$59.4K +$2.09K +35 +4%
PTC
86
Private Trust Company
Ohio
$57.1K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$57K – – –
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$47.1K – – –
HIA
89
Harbor Investment Advisory
Maryland
$36K – – –
RIA
90
Realta Investment Advisors
Delaware
$34.9K +$23.8K +400 +222%
ATPW
91
Ashton Thomas Private Wealth
Arizona
$25.7K +$25.5K +428 New
AIC
92
Archer Investment Corporation
Indiana
$16.5K – – –
NRC
93
New Republic Capital
North Carolina
$15K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$12.8K -$70.8K -1,187 -85%
GWSG
95
GPS Wealth Strategies Group
Colorado
$11.4K +$11.3K +190 New
GWM
96
Geneos Wealth Management
Colorado
$10.2K -$13.7K -230 -58%
AWM
97
Abound Wealth Management
Tennessee
$5.78K – – –
GRP
98
Global Retirement Partners
California
$4.62K – – –
WWMSC
99
Wagner Wealth Management (South Carolina)
South Carolina
$3.6K – – –
SWM
100
Spire Wealth Management
Virginia
$3.3K – – –
1 2 3
4
5

XSMO Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q2 2024, worth a combined $322M — up 30% from $248M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XSMO positions and 5 closed out — a net gain of 18 holders — while 48 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.5M. The largest seller was American Trust, exiting entirely with an estimated $824K sold.

  • 106 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $322M of Invesco S&P SmallCap Momentum ETF stock for Q2 2024, up 30% quarter-over-quarter.
  • 23 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q2 2024 and 5 closed out, a net change of +18 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q2 2024 was LPL Financial, an estimated $14.5M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q2 2024 was American Trust, an estimated $824K sold.

Based on aggregated 13F filings for Q2 2024.