XSMO icon

Invesco S&P SmallCap Momentum ETF
XSMO

Overview Fund Activity

201 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 50 funds opening new positions, 99 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+29
Holders Change %
+16.86%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
50
Increased
99
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$68.2M
2
LPL Financial
2
LPL Financial
California
$119M
3
Morgan Stanley
3
Morgan Stanley
New York
$54.7M
4
Bank of America
4
Bank of America
North Carolina
$26.2M
5
Wells Fargo
5
Wells Fargo
California
$42.1M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
FIS
2
Fischer Investment Strategies
California
$0
3
PFT
3
Providence First Trust
Arizona
$969K
4
CRWM
4
Castle Rock Wealth Management
California
$0
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
101
Providence First Trust
Arizona
$969K -$2.38M -35,928 -71%
OPS
102
Orion Portfolio Solutions
Nebraska
$925K +$107K +1,619 +13%
BCI
103
Brinker Capital Investments
Pennsylvania
$925K +$107K +1,619 +13%
SPC
104
Sigma Planning Corp
Michigan
$911K +$175K +2,654 +24%
WWM
105
Western Wealth Management
Colorado
$875K +$61.2K +925 +8%
BEI
106
Benjamin Edwards Inc
Missouri
$874K +$99.2K +1,500 +13%
OC
107
Optima Capital
Oregon
$816K +$816K +12,341 New
MWM
108
Merriman Wealth Management
Washington
$799K -$54.7K -827 -6%
Ameriprise
109
Ameriprise
Minnesota
$798K +$798K +12,069 New
ASN
110
Advisory Services Network
Georgia
$794K +$552K +8,357 +229%
QC
111
Quadrature Capital
United Kingdom
$744K +$744K +11,250 New
EFL
112
ERn Financial LLC
Wisconsin
$742K +$12.7K +192 +2%
CWM
113
Comprehensive Wealth Management
Washington
$734K +$42.8K +648 +6%
MW
114
Maia Wealth
Colorado
$730K -$468K -6,811 -39%
Jane Street
115
Jane Street
New York
$669K +$377K +5,708 +129%
AFA
116
Atlas Financial Advisors
California
$663K +$663K +10,031 New
S4W
117
Solutions 4 Wealth
Texas
$647K +$661 +10 +0.1%
AF
118
Aldebaran Financial
$645K +$130K +1,964 +25%
PSCM
119
Per Stirling Capital Management
Texas
$642K +$642K +9,716 New
AWA
120
Arkadios Wealth Advisors
Georgia
$610K +$7.47K +113 +1%
CW
121
CreativeOne Wealth
Kansas
$565K +$1.26K +19 +0.2%
JIR
122
James Investment Research
Ohio
$558K +$105K +1,582 +23%
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$542K +$16.2K +245 +3%
MW
124
Members Wealth
Pennsylvania
$533K +$533K +7,853 New
GSWM
125
Golden State Wealth Management
California
$522K +$522K +7,902 New
3 4
5
6 7