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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
NWM
76
Nova Wealth Management
Florida
$1.45M +$1.51M +21,958 New
BAM
77
Belpointe Asset Management
Nevada
$1.42M -$1.11M -16,191 -43%
FCA
78
Fortis Capital Advisors
Kansas
$1.42M -$1.11M -16,191 -43%
LWM
79
Lodestone Wealth Management
Washington
$1.42M +$17.9K +261 +1%
TCWM
80
Total Clarity Wealth Management
Illinois
$1.42M -$53.3K -775 -3%
IFWM
81
Institute for Wealth Management
Colorado
$1.41M -$6.53K -95 -0.4%
AWM
82
Accel Wealth Management
Iowa
$1.31M +$232K +3,368 +21%
CWMGP
83
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.3M +$1.35M +19,605 New
NIWA
84
New Insight Wealth Advisors
California
$1.24M +$991K +14,409 +335%
JCFM
85
JBR Co Financial Management
Oklahoma
$1.23M +$668K +9,716 +109%
Comerica Bank
86
Comerica Bank
Texas
$1.2M +$133K +1,939 +12%
AI
87
Atria Investments
North Carolina
$1.18M +$96.5K +1,404 +9%
HIIFS
88
Harel Insurance Investments & Financial Services
Israel
$1.17M +$1.21M +17,650 New
MWM
89
Mascagni Wealth Management
Mississippi
$1.17M +$1.28M +18,588 New
KWA
90
Kingswood Wealth Advisors
California
$1.16M +$1.21M +17,533 New
FWM
91
FLP Wealth Management
Arkansas
$1.14M +$1.19M +17,306 New
KA
92
Kozak & Associates
Colorado
$1.12M -$1.54M -22,387 -57%
AF
93
Apollon Financial
South Carolina
$1.12M +$162K +2,360 +16%
LTL
94
Lowery Thomas LLC
California
$1.07M -$37.6K -547 -3%
VFPW
95
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.07M +$238K +3,456 +27%
AC
96
Anson Capital
Georgia
$1.07M -$38K -553 -3%
Betterment LLC
97
Betterment LLC
New York
$1.06M +$99.3K +1,444 +10%
FTS
98
Fifth Third Securities
Ohio
$1.03M +$745K +10,833 +227%
IWC
99
Integrated Wealth Concepts
Massachusetts
$1.03M +$204K +2,963 +24%
TSMHT
100
Thurston Springer Miller Herd & Titak
Indiana
$1M +$915K +13,314 +706%
2 3
4
5 6

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.