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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
RCAG
176
Rehmann Capital Advisory Group
Michigan
$460K +$192K +2,640 +70%
QCM
177
Quantinno Capital Management
New York
$448K +$453K +6,226 New
SWP
178
Stratos Wealth Partners
Ohio
$424K -$47.5K -652 -10%
CCC
179
Compass Capital Corp
Massachusetts
$420K +$2.55K +35 +0.7%
ASN
180
Advisory Services Network
Georgia
$419K -$15.9K -219 -4%
Corient Private Wealth
181
Corient Private Wealth
Florida
$405K +$206K +2,823 +101%
AQR Capital Management
182
AQR Capital Management
Connecticut
$400K -$11.6K -159 -3%
WIA
183
World Investment Advisors
California
$397K +$150K +2,058 +60%
OCA
184
OpenArc Corporate Advisory
Georgia
$385K +$389K +5,343 New
SOS
185
Silver Oak Securities
Tennessee
$375K +$373K +5,121 New
ACP
186
Aviance Capital Partners
Florida
$374K – – –
HF
187
HRT Financial
New York
$373K +$36.2K +497 +11%
MA
188
Mutual Advisors
Nebraska
$361K +$14.3K +197 +4%
CA
189
CoreCap Advisors
Michigan
$361K -$3.5K -48 -0.9%
FWM
190
FLP Wealth Management
Arkansas
$359K -$20.3K -279 -5%
SEIA
191
Signature Estate & Investment Advisors
California
$348K +$30.7K +421 +10%
GWS
192
Greykasell Wealth Strategies
California
$348K +$218 +3 +0.1%
CCFM
193
Clear Creek Financial Management
Washington
$345K -$801 -11 -0.2%
WAS
194
Westco Advisory Services
New York
$343K +$346K +4,757 New
OIA
195
OneDigital Investment Advisors
Kansas
$326K -$84.2K -1,156 -20%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$317K +$68.4K +940 +27%
SWM
197
Silverlake Wealth Management
Vermont
$316K – – –
MAG
198
Mayfair Advisory Group
Alabama
$313K -$11.2K -154 -3%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$306K -$37K -508 -11%
CAL
200
Capital Analysts LLC
Pennsylvania
$306K +$102K +1,401 +49%
6 7
8
9 10

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.