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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
SIC
176
Salem Investment Counselors
North Carolina
$61.5K -$4.67K -68 -7%
GJIA
177
Glass Jacobson Investment Advisors
Maryland
$58K -$23.5K -342 -28%
CWP
178
Clark Wealth Partners
Illinois
$41.7K +$43.4K +631 New
CIA
179
Cape Investment Advisory
Georgia
$39.8K +$9.01K +131 +28%
HIA
180
Harbor Investment Advisory
Maryland
$39.7K – – –
GRP
181
Global Retirement Partners
California
$29.3K +$24.8K +361 +440%
MWM
182
MGB Wealth Management
Texas
$26.5K +$13.8K +201 +101%
EWA
183
EverSource Wealth Advisors
Alabama
$22.4K +$23.3K +339 New
AIC
184
Archer Investment Corporation
Indiana
$18.1K – – –
NRC
185
New Republic Capital
North Carolina
$16.5K – – –
CT
186
Colonial Trust
South Carolina
$14.8K – – –
ME
187
McIlrath & Eck
Washington
$13.2K +$13.7K +200 New
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$10.9K – – –
AF
189
Allworth Financial
California
$10.5K +$6.26K +91 +152%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$8.59K -$45.2K -657 -83%
PB
191
Pinnacle Bancorp
Nebraska
$8.2K – – –
AssetMark Inc
192
AssetMark Inc
California
$7.27K -$3.37K -49 -31%
CA
193
Clearstead Advisors
Ohio
$6.81K +$7.08K +103 New
AG
194
AmeriFlex Group
Nevada
$6.62K +$6.53K +95 New
AWM
195
Abound Wealth Management
Tennessee
$6.39K +$69 +1 +1%
SS
196
Sunbelt Securities
Texas
$5.28K – – –
WWMSC
197
Wagner Wealth Management (South Carolina)
South Carolina
$4.98K – – –
SWM
198
Spire Wealth Management
Virginia
$3.64K – – –
FFA
199
Farther Finance Advisors
California
$2.51K – – –
MMCM
200
Murphy & Mullick Capital Management
New York
$1.65K +$1.72K +25 New
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.