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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
JP Morgan Chase
201
JP Morgan Chase
New York
$1.52K – – –
WWP
202
WR Wealth Planners
Missouri
$1.39K – – –
SFC
203
SYM Financial Corp
Indiana
$1.32K +$1.38K +20 New
MCM
204
Mainstay Capital Management
Michigan
– -$46.4M -701,149 Closed
FIS
205
Fischer Investment Strategies
California
– -$4.46M -67,415 Closed
CRWM
206
Castle Rock Wealth Management
California
– -$2.08M -31,606 Closed
APSPRSPT
207
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
– -$1.7M -25,672 Closed
WIA
208
World Investment Advisors
California
– -$849K -12,831 Closed
Citadel Advisors
209
Citadel Advisors
Florida
– -$672K -10,146 Closed
Two Sigma Investments
210
Two Sigma Investments
New York
– -$430K -6,500 Closed
GVAG
211
Great Valley Advisor Group
Delaware
– -$266K -4,012 Closed
TAM
212
TCP Asset Management
Ohio
– -$224K -3,383 Closed
KAS
213
Kestra Advisory Services
Texas
– -$212K -3,199 Closed
ARC
214
Advisor Resource Council
Texas
– -$203K -3,063 Closed
TRCT
215
Tower Research Capital (TRC)
New York
– -$85.1K -1,286 Closed
JIP
216
Jaffetilchin Investment Partners
Florida
– -$35.3K -533 Closed
IA
217
IFP Advisors
Florida
– -$26.5K -400 Closed
CTC
218
Central Trust Company
Missouri
– -$5.1K -77 Closed
ACA
219
Aptus Capital Advisors
Alabama
– -$662 -10 Closed
GSEP
220
Golden State Equity Partners
California
– -$132 -2 Closed
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.