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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
PFT
101
Providence First Trust
Arizona
$969K -$2.47M -35,928 -71%
BCI
102
Brinker Capital Investments
Pennsylvania
$925K +$111K +1,619 +13%
OPS
103
Orion Portfolio Solutions
Nebraska
$925K +$111K +1,619 +13%
SPC
104
Sigma Planning Corp
Michigan
$911K +$182K +2,654 +24%
WWM
105
Western Wealth Management
Colorado
$875K +$63.6K +925 +8%
BEI
106
Benjamin Edwards Inc
Missouri
$874K +$103K +1,500 +13%
OC
107
Optima Capital
Oregon
$816K +$848K +12,341 New
MWM
108
Merriman Wealth Management
Washington
$799K -$56.9K -827 -6%
Ameriprise
109
Ameriprise
Minnesota
$798K +$830K +12,069 New
ASN
110
Advisory Services Network
Georgia
$794K +$574K +8,357 +229%
QC
111
Quadrature Capital
United Kingdom
$744K +$773K +11,250 New
EFL
112
ERn Financial LLC
Wisconsin
$742K +$13.2K +192 +2%
CWM
113
Comprehensive Wealth Management
Washington
$734K +$44.5K +648 +6%
MW
114
Maia Wealth
Colorado
$730K -$468K -6,811 -39%
Jane Street
115
Jane Street
New York
$669K +$392K +5,708 +129%
AFA
116
Atlas Financial Advisors
California
$663K +$690K +10,031 New
S4W
117
Solutions 4 Wealth
Texas
$647K +$687 +10 +0.1%
AF
118
Aldebaran Financial
$645K +$135K +1,964 +25%
PSCM
119
Per Stirling Capital Management
Texas
$642K +$668K +9,716 New
AWA
120
Arkadios Wealth Advisors
Georgia
$610K +$7.77K +113 +1%
CW
121
CreativeOne Wealth
Kansas
$565K +$1.31K +19 +0.2%
JIR
122
James Investment Research
Ohio
$558K +$109K +1,582 +23%
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$542K +$16.8K +245 +3%
MW
124
Members Wealth
Pennsylvania
$533K +$540K +7,853 New
GSWM
125
Golden State Wealth Management
California
$522K +$543K +7,902 New
3 4
5
6 7

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.