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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$9.84M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$6.23M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$5.11M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
American Trust
Lexington,
Kentucky
|
-$824K |
| 2 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$809K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$523K |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$439K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
101
Clearstead Advisors
Cleveland,
Ohio
| $1.56K | +$1.55K | +26 | New |
|
|
IAIM
102
International Assets Investment Management
Orlando,
Florida
| $1.2K | +$1.19K | +20 | New |
|
|
OAJ
103
Ogorek Anthony Joseph
Williamsville,
New York
| $1K | – | – | – |
|
|
FFA
104
Farther Finance Advisors
San Francisco,
California
| $839 | +$835 | +14 | New |
|
|
ACA
105
Aptus Capital Advisors
Fairhope,
Alabama
| $601 | +$596 | +10 | New |
|
|
HI
106
Harbour Investments
Madison,
Wisconsin
| $360 | – | – | – |
|
|
AT
107
American Trust
Lexington,
Kentucky
| – | -$824K | -13,662 | Closed |
|
|
108
Citadel Advisors
Miami,
Florida
| – | -$523K | -8,676 | Closed |
|
|
CA
109
Continuum Advisory
Eagle,
Idaho
| – | -$11K | -181 | Closed |
|
|
NA
110
Nordwand Advisors
Radnor,
Pennsylvania
| – | -$8.14K | -135 | Closed |
|
111
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.22K | -20 | Closed |
|
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.