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Invesco S&P SmallCap Momentum ETF
XSMO

251 hedge funds and large institutions have $1.4B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

121% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 58

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $1.24B → $1.4B (+$162M)

9% more funds holding

Funds holding: 230 → 251 (+21)

2.11% less ownership

Funds ownership: 74% → 71.89% (-2.1%)

Holders
251
Holders Change
+21
Holders Change %
+9.13%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
40
Increased
128
Reduced
58
Closed
13
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
-$1.26M

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$20.8M
2
LPL Financial
LPL Financial
California
+$16.9M
3
Morgan Stanley
Morgan Stanley
New York
+$16.8M
4
Bank of America
Bank of America
North Carolina
+$12.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.3M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$48.7M
2
MFG
Marmo Financial Group
Tennessee
-$15.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.4M
4
SL
Systelligence LLC
Minnesota
-$5.92M
5
Wells Fargo
Wells Fargo
California
-$4.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$864K +$150K +2,117 +22%
SA
127
Sovran Advisors
California
$851K +$50.3K +711 +6%
SFS
128
Sowell Financial Services
Arkansas
$843K +$191K +2,709 +31%
UW
129
Unique Wealth
Florida
$832K +$215K +3,047 +37%
WWA
130
WCG Wealth Advisors
Nevada
$829K +$28.8K +408 +4%
CW
131
CreativeOne Wealth
Kansas
$808K -$141 -2 -0%
Ameriprise
132
Ameriprise
Minnesota
$792K +$95.1K +1,346 +14%
TCOT
133
Trust Company of Toledo
Ohio
$788K +$45.2K +640 +6%
WA
134
Waverly Advisors
Alabama
$774K +$743K +10,514 New
SWM
135
Sculati Wealth Management
Michigan
$761K -$657K -9,290 -47%
UBS Group
136
UBS Group
Switzerland
$757K +$727K +10,291 New
IAA
137
Independent Advisor Alliance
North Carolina
$744K +$114K +1,616 +19%
S4W
138
Solutions 4 Wealth
Texas
$722K +$495 +7 +0.1%
AWM
139
Axxcess Wealth Management
California
$718K -$144K -2,035 -17%
CRI
140
Colonial River Investments
Virginia
$718K +$690K +9,765 New
RWP
141
RWA Wealth Partners
Massachusetts
$713K +$4.67K +66 +0.7%
IA
142
IFP Advisors
Florida
$707K +$182K +2,572 +37%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$703K -$980K -13,864 -59%
IWM
144
IHT Wealth Management
Illinois
$686K +$335K +4,744 +103%
SEP
145
Southland Equity Partners
Missouri
$677K +$305K +4,316 +88%
CPIG
146
Chicago Partners Investment Group
Illinois
$636K +$611K +8,650 New
CF
147
Centaurus Financial
California
$611K +$22.2K +314 +4%
IA
148
IFG Advisory
Georgia
$599K +$206K +2,911 +56%
CWM
149
Cornerstone Wealth Management
Missouri
$587K +$564K +7,985 New
JCM
150
Jacobi Capital Management
Pennsylvania
$567K +$608K +8,601 New
4 5
6
7 8

XSMO Hedge Fund Activity: Q3 2025 in Review

251 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2025, worth a combined $1.4B — up 13% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new XSMO positions and 13 closed out — a net gain of 27 holders — while 128 added to existing stakes and 58 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $20.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $48.7M.

  • 251 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2025, up from 230 in Q2 2025.
  • Funds reported $1.4B of Invesco S&P SmallCap Momentum ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 40 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2025 and 13 closed out, a net change of +27 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2025 was Raymond James Financial, an estimated $20.8M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2025 was Cetera Investment Advisers, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2025.