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Invesco S&P SmallCap Momentum ETF
XSMO

63 hedge funds and large institutions have $88.5M invested in Invesco S&P SmallCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

41% more capital invested

Capital invested by funds: $62.9M → $88.5M (+$25.6M)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

13% more funds holding

Funds holding: 56 → 63 (+7)

11.47% more ownership

Funds ownership: 44.56% → 56.02% (+11%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
+$9.08M
2
LPL Financial
LPL Financial
California
+$5.98M
3
AWM
AE Wealth Management
Kansas
+$2.09M
4
Morgan Stanley
Morgan Stanley
New York
+$1.82M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.14M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.26M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$966K
3
FAIM
Financial Advocates Investment Management
Washington
-$487K
4
SEP
Southland Equity Partners
Missouri
-$307K
5
SPC
Sigma Planning Corp
Michigan
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$22.6M +$5.98M +123,435 +35%
MFG
2
Merit Financial Group
Georgia
$8.84M +$9.08M +187,391 New
Morgan Stanley
3
Morgan Stanley
New York
$8.33M +$1.82M +37,600 +27%
ACM
4
Armbruster Capital Management
New York
$7.37M +$250K +5,159 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.84M +$279K +5,759 +4%
Wells Fargo
6
Wells Fargo
California
$6.73M -$1.26M -25,940 -15%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.67M +$452K +9,332 +20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.17M +$293K +6,041 +15%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.08M -$966K -19,921 -31%
AWM
10
AE Wealth Management
Kansas
$2.03M +$2.09M +43,037 New
TC
11
Titleist Capital
Texas
$1.8M +$227K +4,685 +14%
Bank of America
12
Bank of America
North Carolina
$1.61M +$124K +2,566 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.56M +$1.14M +23,500 +244%
TWM
14
Tolleson Wealth Management
Texas
$1.39M – – –
RJA
15
Raymond James & Associates
Florida
$1.33M +$184K +3,801 +16%
SWM
16
Sculati Wealth Management
Michigan
$1.06M +$23.8K +491 +2%
IFWM
17
Institute for Wealth Management
Colorado
$1.01M – – –
LWM
18
Lodestone Wealth Management
Washington
$979K +$1.01M +20,765 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$714K +$9.98K +206 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$700K -$74.3K -1,533 -9%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$669K -$11.7K -242 -2%
MTWM
22
Masso Torrence Wealth Management
New Jersey
$619K +$637K +13,136 New
FAIM
23
Financial Advocates Investment Management
Washington
$561K -$487K -10,048 -46%
HighTower Advisors
24
HighTower Advisors
Illinois
$539K +$553K +11,407 New
EFL
25
ERn Financial LLC
Wisconsin
$418K -$97 -2 -0%
1
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XSMO Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2022, worth a combined $88.5M — up 41% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XSMO positions and 6 closed out — a net gain of 10 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $9.08M. The largest seller was Wells Fargo, cutting an estimated $1.26M.

  • 63 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $88.5M of Invesco S&P SmallCap Momentum ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 16 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2022 was Merit Financial Group, an estimated $9.08M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2022 was Wells Fargo, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2022.