Invesco S&P SmallCap Momentum ETF
XSMO
35 hedge funds and large institutions have $59.5M invested in Invesco S&P SmallCap Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
3% more funds holding
Funds holding: 34 → 35 (+1)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
9.49% less ownership
Funds ownership: 80.06% → 70.57% (-9.5%)
21% less capital invested
Capital invested by funds: $75M → $59.5M (-$15.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$3.62M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.31M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$879K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.55M |
| 2 |
Morgan Stanley
New York
|
-$1.98M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$507K |
| 5 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$244K |
XSMO Hedge Fund Activity: Q1 2020 in Review
35 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2020, worth a combined $59.5M — down 21% from $75M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XSMO positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $3.62M. The largest seller was Wells Fargo, cutting an estimated $8.55M.
- 35 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2020, up from 34 in Q4 2019.
- Funds reported $59.5M of Invesco S&P SmallCap Momentum ETF stock for Q1 2020, down 21% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2020 and 4 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2020 was Armbruster Capital Management, an estimated $3.62M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2020 was Wells Fargo, an estimated $8.55M sold.
Based on aggregated 13F filings for Q1 2020.