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Invesco S&P SmallCap Momentum ETF
XSMO

63 hedge funds and large institutions have $104M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

13.59% more ownership

Funds ownership: 51.38% → 64.97% (+14%)

9% more capital invested

Capital invested by funds: $95.2M → $104M (+$8.84M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 64 → 63 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
23
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Systelligence LLC
Minnesota
+$8.12M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.65M
3
LPL Financial
LPL Financial
California
+$873K
4
VF
Virtu Financial
New York
+$676K
5
Comerica Bank
Comerica Bank
Texas
+$617K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$954K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$467K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$412K
5
SPC
Sigma Planning Corp
Michigan
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$24.1M +$873K +17,642 +4%
Morgan Stanley
2
Morgan Stanley
New York
$8.76M +$174K +3,522 +2%
ACM
3
Armbruster Capital Management
New York
$8.12M +$224K +4,519 +3%
SL
4
Systelligence LLC
Minnesota
$7.95M +$8.12M +163,987 New
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$7.33M +$1.65M +33,251 +28%
Wells Fargo
6
Wells Fargo
California
$7.27M +$463K +9,342 +7%
MFG
7
Marmo Financial Group
Tennessee
$5.76M -$28.3K -571 -0.5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.28M +$149K +3,001 +5%
TAM
9
Titleist Asset Management
Texas
$2.22M +$14K +282 +0.6%
PCIA
10
Prime Capital Investment Advisors
Kansas
$2.13M -$4.9K -99 -0.2%
Bank of America
11
Bank of America
North Carolina
$1.91M -$153K -3,099 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.87M -$210K -4,236 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.72M +$348K +7,028 +25%
PAG
14
Private Advisor Group
New Jersey
$1.51M +$103K +2,077 +7%
SWM
15
Sculati Wealth Management
Michigan
$1.43M +$91.8K +1,855 +7%
TWM
16
Tolleson Wealth Management
Texas
$1.43M – – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.22M -$412K -8,319 -25%
MFG
18
Merit Financial Group
Georgia
$1.18M -$186K -3,763 -13%
LWM
19
Lodestone Wealth Management
Washington
$1.1M -$63.2K -1,276 -5%
IFWM
20
Institute for Wealth Management
Colorado
$1.04M – – –
RJA
21
Raymond James & Associates
Florida
$921K +$17.2K +348 +2%
AT
22
American Trust
Kentucky
$816K +$12.2K +246 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$701K -$114K -2,312 -14%
AC
24
Anson Capital
Georgia
$666K +$59.1K +1,194 +10%
VF
25
Virtu Financial
New York
$662K +$676K +13,652 New
1
2 3

XSMO Hedge Fund Activity: Q3 2023 in Review

63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2023, worth a combined $104M — up 9.3% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XSMO and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 23 added.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $8.12M. The largest seller was Susquehanna International Group, cutting an estimated $1.5M.

  • 63 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2023, down from 64 in Q2 2023.
  • Funds reported $104M of Invesco S&P SmallCap Momentum ETF stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 5 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2023 was Systelligence LLC, an estimated $8.12M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2023 was Susquehanna International Group, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2023.