Invesco S&P SmallCap Momentum ETF
XSMO
43 hedge funds and large institutions have $80.2M invested in Invesco S&P SmallCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $73.1M → $80.2M (+$7.11M)
8% more funds holding
Funds holding: 40 → 43 (+3)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
4.09% less ownership
Funds ownership: 63.58% → 59.48% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$712K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$526K |
| 3 |
LPL Financial
San Diego,
California
|
+$525K |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$266K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$930K |
| 3 |
Morgan Stanley
New York
|
-$587K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$572K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$398K |
XSMO Hedge Fund Activity: Q4 2020 in Review
43 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2020, worth a combined $80.2M — up 9.7% from $73.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XSMO positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $712K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.15M sold.
- 43 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2020, up from 40 in Q3 2020.
- Funds reported $80.2M of Invesco S&P SmallCap Momentum ETF stock for Q4 2020, up 9.7% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2020 and 4 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2020 was Raymond James Financial Services Advisors, an estimated $712K added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.15M sold.
Based on aggregated 13F filings for Q4 2020.