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Invesco S&P SmallCap Momentum ETF
XSMO

279 hedge funds and large institutions have $1.53B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

101% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 69

11% more funds holding

Funds holding: 251 → 279 (+28)

9% more capital invested

Capital invested by funds: $1.4B → $1.53B (+$131M)

2.85% more ownership

Funds ownership: 71.89% → 74.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
139
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.2M
2
MWM
Modern Wealth Management
Kansas
+$16.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.1M
4
BCI
Brinker Capital Investments
Pennsylvania
+$15.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.33M
2
Raymond James Financial
Raymond James Financial
Florida
-$6.97M
3
GWSG
GPS Wealth Strategies Group
Colorado
-$4.49M
4
SL
Systelligence LLC
Minnesota
-$4.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CICC
76
Capital Investment Counsel (Colorado)
Colorado
$2.25M +$2.27M +31,182 New
BMWM
77
Brown Miller Wealth Management
Virginia
$2.24M +$423K +5,814 +23%
UBS Group
78
UBS Group
Switzerland
$2.2M +$1.47M +20,252 +197%
PA
79
PFG Advisors
Arizona
$2.18M +$73.4K +1,008 +3%
JCFM
80
JBR Co Financial Management
Oklahoma
$2.18M -$663K -9,102 -23%
TWM
81
Tolleson Wealth Management
Texas
$2.12M – – –
PIA
82
Perennial Investment Advisors
California
$2.06M +$288K +3,953 +16%
NIWA
83
New Insight Wealth Advisors
California
$2.01M -$2.84K -39 -0.1%
IA
84
Integrity Alliance
Iowa
$1.98M -$13K -179 -0.6%
MIM
85
Marshall Investment Management
Colorado
$1.96M -$98.9K -1,359 -5%
OC
86
Oppenheimer & Co
New York
$1.95M +$1.04M +14,298 +111%
SPIA
87
Steward Partners Investment Advisory
New York
$1.93M -$169K -2,327 -8%
AF
88
Apollon Financial
South Carolina
$1.92M +$334K +4,593 +21%
MFG
89
Merit Financial Group
Georgia
$1.91M -$51.5K -708 -3%
PFT
90
Providence First Trust
Arizona
$1.9M +$358K +4,920 +23%
SA
91
SFI Advisors
New Jersey
$1.86M -$62.4K -857 -3%
KWA
92
Kingswood Wealth Advisors
California
$1.84M -$91.3K -1,254 -5%
PWA
93
Perspective Wealth Advisors
Colorado
$1.83M +$1.85M +25,404 New
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.8M +$1.12M +15,398 +161%
PS
95
Principal Securities
Iowa
$1.79M +$3.79K +52 +0.2%
AFP
96
Ausdal Financial Partners
Iowa
$1.69M -$13.9K -191 -0.8%
CWM
97
Comprehensive Wealth Management
Washington
$1.63M +$174K +2,393 +12%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$1.61M +$1.63M +22,373 +45,659%
GWM
99
Greenline Wealth Management
Florida
$1.61M +$1.63M +22,420 New
JIC
100
Johnson Investment Counsel
Ohio
$1.6M +$56.9K +781 +4%
2 3
4
5 6

XSMO Hedge Fund Activity: Q4 2025 in Review

279 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2025, worth a combined $1.53B — up 9.4% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new XSMO positions and 17 closed out — a net gain of 30 holders — while 139 added to existing stakes and 69 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $17.2M. The largest seller was Royal Bank of Canada, cutting an estimated $8.33M.

  • 279 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2025, up from 251 in Q3 2025.
  • Funds reported $1.53B of Invesco S&P SmallCap Momentum ETF stock for Q4 2025, up 9.4% quarter-over-quarter.
  • 47 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2025 and 17 closed out, a net change of +30 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $17.2M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2025.