XSMO icon

Invesco S&P SmallCap Momentum ETF
XSMO

Overview Fund Activity

206 hedge funds and large institutions have $975M invested in Invesco S&P SmallCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+5
Holders Change %
+2.49%
% 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
93
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
Gratus Wealth Advisors
Virginia
+$29.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$23.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$30.4M
2
Morgan Stanley
Morgan Stanley
New York
-$20.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.7M
4
UWP
Uniting Wealth Partners
Kansas
-$5.53M
5
Citigroup
Citigroup
New York
-$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
76
Lodestone Wealth Management
Washington
$1.42M +$68K +1,084 +5%
TCWM
77
Total Clarity Wealth Management
Illinois
$1.42M – – –
IFWM
78
Institute for Wealth Management
Colorado
$1.34M – – –
AFP
79
Ausdal Financial Partners
Iowa
$1.34M -$48.1K -766 -3%
SA
80
SFI Advisors
New Jersey
$1.27M +$1.27M +20,210 New
VFPW
81
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.23M +$217K +3,452 +21%
IA
82
Integrity Alliance
Iowa
$1.22M +$1.22M +19,479 New
AC
83
Anson Capital
Georgia
$1.18M +$166K +2,639 +16%
MWM
84
Mascagni Wealth Management
Mississippi
$1.17M – – –
AF
85
Apollon Financial
South Carolina
$1.13M +$64.7K +1,031 +6%
Betterment LLC
86
Betterment LLC
New York
$1.1M +$98.4K +1,569 +10%
FWM
87
FLP Wealth Management
Arkansas
$1.09M +$7.28K +116 +0.7%
PPWM
88
Paragon Private Wealth Management
Kentucky
$1.07M +$1.07M +16,983 New
RWP
89
RWA Wealth Partners
Massachusetts
$1.03M +$1.03M +16,408 New
LTL
90
Lowery Thomas LLC
California
$1.02M -$4.33K -69 -0.4%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$1.01M +$497K +7,916 +97%
SPC
92
Sigma Planning Corp
Michigan
$1M +$139K +2,210 +16%
BCI
93
Brinker Capital Investments
Pennsylvania
$999K +$121K +1,924 +14%
OPS
94
Orion Portfolio Solutions
Nebraska
$999K +$121K +1,924 +14%
MWA
95
MFA Wealth Advisors
Pennsylvania
$977K +$977K +15,570 New
FTS
96
Fifth Third Securities
Ohio
$962K -$18.2K -290 -2%
TRCT
97
Tower Research Capital (TRC)
New York
$904K +$904K +14,412 New
SIS
98
Sound Income Strategies
Florida
$903K +$903K +14,391 New
KA
99
Kozak & Associates
Colorado
$898K -$92.8K -1,566 -9%
PFT
100
Providence First Trust
Arizona
$892K -$28.4K -453 -3%
2 3
4
5 6