We are live on ! Find out more
XSMO icon

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
CF
151
Centaurus Financial
California
$288K +$76.2K +1,109 +34%
CA
152
Crewe Advisors
Utah
$283K – – –
TI
153
Trexquant Investment
Connecticut
$264K -$23.2K -337 -8%
DAS
154
Dynamic Advisor Solutions
Arizona
$260K +$9.49K +138 +4%
Brown Advisory
155
Brown Advisory
Maryland
$248K – – –
OIA
156
OneDigital Investment Advisors
Kansas
$243K +$253K +3,682 New
PWM
157
Perigon Wealth Management
California
$241K +$3.78K +55 +2%
DOA
158
D'Orazio & Associates
Virginia
$239K +$248K +3,610 New
EWA
159
EP Wealth Advisors
California
$229K +$238K +3,468 New
S
160
Sunpointe
Missouri
$215K +$9.62K +140 +4%
BFWM
161
Bright Futures Wealth Management
New York
$212K +$211K +3,066 New
UWPG
162
Ullmann Wealth Partners Group
Florida
$206K – – –
Renaissance Technologies
163
Renaissance Technologies
New York
$205K +$213K +3,100 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$197K +$55.3K +805 +37%
SAM
165
Synergy Asset Management
Washington
$158K +$164K +2,384 New
FFL
166
Financial Freedom LLC
Ohio
$129K +$134K +1,948 New
AWM
167
AE Wealth Management
Kansas
$122K +$127K +1,845 New
William Blair & Company
168
William Blair & Company
Illinois
$119K +$124K +1,801 New
LIS
169
Legacy Investment Solutions
Idaho
$113K +$3.23K +47 +3%
LWMI
170
Legacy Wealth Management (Idaho)
Idaho
$113K +$3.23K +47 +3%
CFB
171
Cullen/Frost Bankers
Texas
$111K +$115K +1,677 New
UBS Group
172
UBS Group
Switzerland
$99.2K -$172K -2,500 -63%
CAL
173
Capital Analysts LLC
Pennsylvania
$96K – – –
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$79.9K +$17.7K +258 +27%
PTC
175
Private Trust Company
Ohio
$62.9K – – –
5 6
7
8 9

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.