Invesco S&P SmallCap Momentum ETF
XSMO
49 hedge funds and large institutions have $60.7M invested in Invesco S&P SmallCap Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
4% more funds holding
Funds holding: 47 → 49 (+2)
15.76% less ownership
Funds ownership: 50.73% → 34.97% (-16%)
30% less capital invested
Capital invested by funds: $87.1M → $60.7M (-$26.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$783K |
| 2 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$451K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$407K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$386K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$407K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$391K |
| 4 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$273K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$241K |
XSMO Hedge Fund Activity: Q3 2021 in Review
49 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2021, worth a combined $60.7M — down 30% from $87.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XSMO positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $783K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.08M sold.
- 49 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2021, up from 47 in Q2 2021.
- Funds reported $60.7M of Invesco S&P SmallCap Momentum ETF stock for Q3 2021, down 30% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2021 and 2 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2021 was LPL Financial, an estimated $783K added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.08M sold.
Based on aggregated 13F filings for Q3 2021.