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Invesco S&P SmallCap Momentum ETF
XSMO

279 hedge funds and large institutions have $1.53B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

101% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 69

11% more funds holding

Funds holding: 251 → 279 (+28)

9% more capital invested

Capital invested by funds: $1.4B → $1.53B (+$131M)

2.85% more ownership

Funds ownership: 71.89% → 74.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
3.39%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
139
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.2M
2
MWM
Modern Wealth Management
Kansas
+$16.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.1M
4
BCI
Brinker Capital Investments
Pennsylvania
+$15.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.33M
2
Raymond James Financial
Raymond James Financial
Florida
-$6.97M
3
GWSG
GPS Wealth Strategies Group
Colorado
-$4.49M
4
SL
Systelligence LLC
Minnesota
-$4.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
Waverly Advisors
Alabama
$1.02M +$270K +3,707 +35%
FTS
127
Fifth Third Securities
Ohio
$1.02M +$13.1K +180 +1%
BCG
128
Breakwater Capital Group
New Jersey
$986K +$59.9K +823 +6%
JWCA
129
J.W. Cole Advisors
Florida
$971K +$138K +1,894 +16%
SA
130
Sovran Advisors
California
$962K +$36.6K +503 +4%
WWM
131
Western Wealth Management
Colorado
$961K +$16.9K +232 +2%
WCM
132
Wealthcare Capital Management
Virginia
$950K -$60.3K -828 -6%
IWM
133
IHT Wealth Management
Illinois
$920K +$251K +3,454 +37%
MOS
134
MGO One Seven
Ohio
$915K +$19.2K +264 +2%
CIS
135
Custom Index Systems
New York
$884K -$553K -7,590 -38%
WWA
136
WCG Wealth Advisors
Nevada
$884K +$73.2K +1,005 +9%
KA
137
Kozak & Associates
Colorado
$882K -$58.5K -803 -6%
Cerity Partners
138
Cerity Partners
New York
$879K +$27.1K +372 +3%
SFGM
139
Stonebridge Financial Group (Missouri)
Missouri
$862K +$871K +11,966 New
GSWM
140
Golden State Wealth Management
California
$859K +$4.37K +60 +0.5%
SEP
141
Signature Equity Partners
Ohio
$821K +$830K +11,402 New
UW
142
Unique Wealth
Florida
$817K +$2.11K +29 +0.3%
CW
143
CreativeOne Wealth
Kansas
$815K +$24.8K +341 +3%
MW
144
Maia Wealth
Colorado
$815K -$887K -12,181 -54%
SEP
145
Southland Equity Partners
Missouri
$805K +$144K +1,984 +22%
TCOT
146
Trust Company of Toledo
Ohio
$791K +$20.2K +278 +3%
FFG
147
Fortune Financial Group
Florida
$783K +$699K +9,594 New
Citadel Advisors
148
Citadel Advisors
Florida
$780K +$789K +10,831 New
IA
149
IFP Advisors
Florida
$763K +$71.9K +988 +10%
AWM
150
Axxcess Wealth Management
California
$758K +$55K +755 +8%
4 5
6
7 8

XSMO Hedge Fund Activity: Q4 2025 in Review

279 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2025, worth a combined $1.53B — up 9.4% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new XSMO positions and 17 closed out — a net gain of 30 holders — while 139 added to existing stakes and 69 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $17.2M. The largest seller was Royal Bank of Canada, cutting an estimated $8.33M.

  • 279 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2025, up from 251 in Q3 2025.
  • Funds reported $1.53B of Invesco S&P SmallCap Momentum ETF stock for Q4 2025, up 9.4% quarter-over-quarter.
  • 47 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2025 and 17 closed out, a net change of +30 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $17.2M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2025.