Invesco S&P SmallCap Momentum ETF
XSMO
40 hedge funds and large institutions have $73.1M invested in Invesco S&P SmallCap Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
18% more capital invested
Capital invested by funds: $62M → $73.1M (+$11.1M)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
8% more funds holding
Funds holding: 37 → 40 (+3)
1.88% less ownership
Funds ownership: 65.46% → 63.58% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.38M |
| 2 |
Morgan Stanley
New York
|
+$1.56M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$693K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$450K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.57M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$375K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$253K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$141K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$91.8K |
XSMO Hedge Fund Activity: Q3 2020 in Review
40 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2020, worth a combined $73.1M — up 18% from $62M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XSMO positions and 1 closed out — a net gain of 3 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $5.38M. The largest seller was Osaic Holdings, cutting an estimated $1.57M.
- 40 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2020, up from 37 in Q2 2020.
- Funds reported $73.1M of Invesco S&P SmallCap Momentum ETF stock for Q3 2020, up 18% quarter-over-quarter.
- 4 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2020 and 1 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2020 was Bank of America, an estimated $5.38M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2020 was Osaic Holdings, an estimated $1.57M sold.
Based on aggregated 13F filings for Q3 2020.