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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
NRG
126
Nemes Rush Group
Michigan
$517K – – –
HighTower Advisors
127
HighTower Advisors
Illinois
$484K +$63.7K +926 +14%
SI
128
Stephens Inc
Arkansas
$465K -$9.76K -142 -2%
WA
129
Wealth Alliance
New York
$455K +$191K +2,783 +68%
GLA
130
Good Life Advisors
Pennsylvania
$445K +$221K +3,211 +91%
MA
131
Mutual Advisors
Nebraska
$435K +$194K +2,827 +80%
BRWA
132
B. Riley Wealth Advisors
Florida
$435K +$73.3K +1,067 +19%
CPRC
133
Consolidated Portfolio Review Corp
New York
$416K -$687 -10 -0.2%
RTC
134
Real Talk Capital
Tennessee
$408K +$424K +6,174 New
JWCA
135
J.W. Cole Advisors
Florida
$399K +$23.4K +340 +6%
FAIM
136
Financial Advocates Investment Management
Washington
$398K +$129K +1,878 +45%
SA
137
Sovran Advisors
California
$363K +$374K +5,438 New
SWP
138
Stratos Wealth Partners
Ohio
$359K -$42.3K -615 -10%
OC
139
Oppenheimer & Co
New York
$356K +$141K +2,052 +62%
VT
140
Vise Technologies
New York
$352K +$139K +2,023 +61%
MOS
141
MGO One Seven
Ohio
$342K +$123K +1,795 +53%
IFG
142
Independent Financial Group
California
$334K +$8.52K +124 +3%
VNA
143
Valley National Advisers
Pennsylvania
$333K +$11.1K +162 +3%
CA
144
CoreCap Advisors
Michigan
$332K – – –
P
145
&Partners
Tennessee
$330K +$112K +1,636 +50%
GWS
146
Greykasell Wealth Strategies
California
$329K +$342K +4,981 New
Baird Financial Group
147
Baird Financial Group
Wisconsin
$326K -$140K -2,035 -29%
Millennium Management
148
Millennium Management
New York
$317K -$233K -3,387 -41%
IAG
149
Investmark Advisory Group
Connecticut
$299K +$311K +4,520 New
SWM
150
Silverlake Wealth Management
Vermont
$290K – – –
4 5
6
7 8

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.