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Invesco S&P SmallCap Momentum ETF
XSMO

173 hedge funds and large institutions have $736M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 65 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 6

225% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 20

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

129% more capital invested

Capital invested by funds: $322M → $736M (+$414M)

63% more funds holding

Funds holding: 106 → 173 (+67)

6.67% more ownership

Funds ownership: 65.29% → 71.96% (+6.7%)

Holders
173
Holders Change
+67
Holders Change %
+63.21%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
75
Increased
65
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$71.3M
3
MCM
Mainstay Capital Management
Michigan
+$44.6M
4
AWM
Apollon Wealth Management
South Carolina
+$16.3M
5
Morgan Stanley
Morgan Stanley
New York
+$14.6M

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$1.08M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$950K
3
VF
Virtu Financial
New York
-$629K
4
MFG
Merit Financial Group
Georgia
-$499K
5
Two Sigma Investments
Two Sigma Investments
New York
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$461K -$49.7K -781 -10%
JIR
102
James Investment Research
Ohio
$454K +$437K +6,866 New
Two Sigma Investments
103
Two Sigma Investments
New York
$430K -$395K -6,200 -49%
HighTower Advisors
104
HighTower Advisors
Illinois
$423K +$103K +1,618 +34%
CPRC
105
Consolidated Portfolio Review Corp
New York
$417K +$401K +6,299 New
SWP
106
Stratos Wealth Partners
Ohio
$400K +$385K +6,049 New
JWCA
107
J.W. Cole Advisors
Florida
$377K +$110K +1,732 +44%
BRWA
108
B. Riley Wealth Advisors
Florida
$363K +$351K +5,508 New
CA
109
CoreCap Advisors
Michigan
$332K -$19.5K -306 -6%
IFG
110
Independent Financial Group
California
$326K +$313K +4,923 New
VNA
111
Valley National Advisers
Pennsylvania
$323K +$54.6K +857 +21%
FTS
112
Fifth Third Securities
Ohio
$317K -$71.6K -1,125 -19%
Jane Street
113
Jane Street
New York
$292K +$281K +4,412 New
SWM
114
Silverlake Wealth Management
Vermont
$291K +$24.8K +389 +10%
TI
115
Trexquant Investment
Connecticut
$287K +$276K +4,333 New
NIWA
116
New Insight Wealth Advisors
California
$285K +$274K +4,302 New
CA
117
Crewe Advisors
Utah
$283K +$272K +4,276 New
FAIM
118
Financial Advocates Investment Management
Washington
$274K +$264K +4,140 New
WA
119
Wealth Alliance
New York
$271K +$261K +4,100 New
GVAG
120
Great Valley Advisor Group
Delaware
$266K +$255K +4,012 New
UBS Group
121
UBS Group
Switzerland
$265K +$255K +4,000 New
DAS
122
Dynamic Advisor Solutions
Arizona
$251K +$242K +3,796 New
Brown Advisory
123
Brown Advisory
Maryland
$249K +$239K +3,756 New
MA
124
Mutual Advisors
Nebraska
$234K +$226K +3,544 New
GLA
125
Good Life Advisors
Pennsylvania
$233K +$224K +3,514 New
3 4
5
6 7

XSMO Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2024, worth a combined $736M — up 129% from $322M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new XSMO positions and 6 closed out — a net gain of 69 holders — while 65 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $76.8M. The largest seller was Systelligence LLC, cutting an estimated $1.08M.

  • 173 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $736M of Invesco S&P SmallCap Momentum ETF stock for Q3 2024, up 129% quarter-over-quarter.
  • 75 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2024 and 6 closed out, a net change of +69 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $76.8M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2024 was Systelligence LLC, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2024.