Invesco S&P SmallCap Momentum ETF
XSMO
64 hedge funds and large institutions have $95.2M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 11 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 66 → 64 (-2)
5.17% less ownership
Funds ownership: 56.55% → 51.38% (-5.2%)
12% less capital invested
Capital invested by funds: $108M → $95.2M (-$13.1M)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$2.02M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$901K |
| 4 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
+$638K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$8.11M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$5.12M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.46M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.89M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.71M |
XSMO Hedge Fund Activity: Q2 2023 in Review
64 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q2 2023, worth a combined $95.2M — down 12% from $108M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of XSMO and 9 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 26 added.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $2.02M. The largest seller was Merit Financial Group, cutting an estimated $8.11M.
- 64 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q2 2023, down from 66 in Q1 2023.
- Funds reported $95.2M of Invesco S&P SmallCap Momentum ETF stock for Q2 2023, down 12% quarter-over-quarter.
- 9 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q2 2023 and 11 closed out, a net change of -2 holders.
- The largest Invesco S&P SmallCap Momentum ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $2.02M added.
- The largest Invesco S&P SmallCap Momentum ETF seller in Q2 2023 was Merit Financial Group, an estimated $8.11M sold.
Based on aggregated 13F filings for Q2 2023.