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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
TC
201
TAGStone Capital
North Carolina
$291K +$294K +4,035 New
Brown Advisory
202
Brown Advisory
Maryland
$289K – – –
CG
203
Caprock Group
Idaho
$288K -$3.93K -54 -1%
WI
204
Westbourne Investments
Virginia
$285K +$67.9K +932 +31%
IF
205
Intrua Financial
Texas
$285K +$288K +3,954 New
BEI
206
Benjamin Edwards Inc
Missouri
$282K -$40.4K -555 -12%
Creative Planning
207
Creative Planning
Kansas
$279K +$57.7K +793 +26%
DOA
208
D'Orazio & Associates
Virginia
$276K +$22.6K +310 +9%
SAW
209
Signal Advisors Wealth
Michigan
$275K +$21.7K +298 +8%
CWA
210
Cascade Wealth Advisors
Washington
$274K – – –
DWS
211
Discipline Wealth Solutions
South Carolina
$271K +$274K +3,760 New
AAS
212
Ameritas Advisory Services
Nebraska
$269K -$259K -3,560 -49%
UCFA
213
United Capital Financial Advisors
Texas
$267K +$270K +3,705 New
BFWM
214
Bright Futures Wealth Management
New York
$262K +$1.38K +19 +0.5%
GRP
215
Global Retirement Partners
California
$250K -$104K -1,434 -29%
EWA
216
EP Wealth Advisors
California
$250K +$253K +3,468 New
FFA
217
Farther Finance Advisors
California
$246K -$49.1K -675 -17%
WA
218
Wealth Alliance
New York
$243K +$582 +8 +0.2%
TA
219
TruWealth Advisors
Louisiana
$226K +$73 +1 +0%
UWPG
220
Ullmann Wealth Partners Group
Florida
$223K – – –
Russell Investments Group
221
Russell Investments Group
United Kingdom
$222K +$224K +3,080 New
EFS
222
Essex Financial Services
Connecticut
$215K +$146 +2 +0.1%
JP Morgan Chase
223
JP Morgan Chase
New York
$215K +$197K +2,706 +963%
SG
224
Sankala Group
Colorado
$212K +$194K +2,659 New
CS
225
Capital Square
Tennessee
$212K +$5.32K +73 +3%
7 8
9
10 11

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.