Invesco S&P SmallCap Momentum ETF
XSMO
251 hedge funds and large institutions have $1.4B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 58 reducing their positions, and 13 closing their positions.
208% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 13
121% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 58
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more capital invested
Capital invested by funds: $1.24B → $1.4B (+$162M)
9% more funds holding
Funds holding: 230 → 251 (+21)
2.11% less ownership
Funds ownership: 74% → 71.89% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$20.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.9M |
| 3 |
Morgan Stanley
New York
|
+$16.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$48.7M |
| 2 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
-$15.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$11.4M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$5.92M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.68M |
XSMO Hedge Fund Activity: Q3 2025 in Review
251 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2025, worth a combined $1.4B — up 13% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new XSMO positions and 13 closed out — a net gain of 27 holders — while 128 added to existing stakes and 58 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $20.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $48.7M.
- 251 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2025, up from 230 in Q2 2025.
- Funds reported $1.4B of Invesco S&P SmallCap Momentum ETF stock for Q3 2025, up 13% quarter-over-quarter.
- 40 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2025 and 13 closed out, a net change of +27 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2025 was Raymond James Financial, an estimated $20.8M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2025 was Cetera Investment Advisers, an estimated $48.7M sold.
Based on aggregated 13F filings for Q3 2025.