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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$76.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$71.3M |
| 3 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$44.6M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$16.3M |
| 5 |
Morgan Stanley
New York
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$950K |
| 3 |
VF
Virtu Financial
New York
|
-$629K |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$499K |
| 5 |
Two Sigma Investments
New York
|
-$395K |
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.