XSMO icon

Invesco S&P SmallCap Momentum ETF
XSMO

Overview Fund Activity

172 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 74 funds opening new positions, 65 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+66
Holders Change %
+62.26%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
74
Increased
65
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$80.4M
3
MCM
Mainstay Capital Management
Michigan
$46.4M
4
AWM
Apollon Wealth Management
South Carolina
$17M
5
Morgan Stanley
Morgan Stanley
New York
$28.9M

Top Sellers

1
SL
Systelligence LLC
Minnesota
$7.35M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.45M
3
VF
Virtu Financial
New York
$0
4
MFG
Merit Financial Group
Georgia
$1.51M
5
Two Sigma Investments
Two Sigma Investments
New York
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
126
Perigon Wealth Management
California
$230K +$230K +3,477 New
TAM
127
TCP Asset Management
Ohio
$224K +$224K +3,383 New
MOS
128
MGO One Seven
Ohio
$223K +$223K +3,372 New
OC
129
Oppenheimer & Co
New York
$221K -$14.2K -214 -6%
ASN
130
Advisory Services Network
Georgia
$220K – – –
VT
131
Vise Technologies
New York
$219K -$271K -4,090 -55%
P
132
&Partners
Tennessee
$218K +$218K +3,289 New
CF
133
Centaurus Financial
California
$215K +$215K +3,251 New
KAS
134
Kestra Advisory Services
Texas
$212K +$212K +3,199 New
S
135
Sunpointe
Missouri
$206K +$206K +3,114 New
UWPG
136
Ullmann Wealth Partners Group
Florida
$206K +$206K +3,110 New
ARC
137
Advisor Resource Council
Texas
$203K +$203K +3,063 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$144K +$58.2K +879 +68%
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$125K +$125K +1,885 New
LIS
140
Legacy Investment Solutions
Idaho
$114K +$114K +1,586 New
LWMI
141
Legacy Wealth Management (Idaho)
Idaho
$114K +$114K +1,586 New
CAL
142
Capital Analysts LLC
Pennsylvania
$97K +$97K +1,459 New
TRCT
143
Tower Research Capital (TRC)
New York
$85.1K +$85.1K +1,286 New
GJIA
144
Glass Jacobson Investment Advisors
Maryland
$80.7K +$15.2K +230 +23%
SIC
145
Salem Investment Counselors
North Carolina
$66.1K +$66.1K +999 New
PTC
146
Private Trust Company
Ohio
$62.9K – – –
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$62.9K – – –
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$59.6K +$59.6K +900 New
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$52.1K – – –
HIA
150
Harbor Investment Advisory
Maryland
$39.7K – – –
4 5
6
7 8