Invesco S&P SmallCap Momentum ETF
XSMO
66 hedge funds and large institutions have $108M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 7 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
22% more capital invested
Capital invested by funds: $88.5M → $108M (+$19.8M)
5% more funds holding
Funds holding: 63 → 66 (+3)
0.53% more ownership
Funds ownership: 56.02% → 56.55% (+0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
+$5.04M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$4.98M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$2.54M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.95M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$856K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$893K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$700K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$540K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$539K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$455K |
XSMO Hedge Fund Activity: Q1 2023 in Review
66 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q1 2023, worth a combined $108M — up 22% from $88.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XSMO positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 13 trimmed.
The largest buyer was Marmo Financial Group, opening a new position worth an estimated $5.04M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $893K.
- 66 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q1 2023, up from 63 in Q4 2022.
- Funds reported $108M of Invesco S&P SmallCap Momentum ETF stock for Q1 2023, up 22% quarter-over-quarter.
- 13 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q1 2023 and 7 closed out, a net change of +6 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q1 2023 was Marmo Financial Group, an estimated $5.04M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $893K sold.
Based on aggregated 13F filings for Q1 2023.