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Invesco S&P SmallCap Momentum ETF
XSMO

78 hedge funds and large institutions have $182M invested in Invesco S&P SmallCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

75% more capital invested

Capital invested by funds: $104M → $182M (+$78M)

24% more funds holding

Funds holding: 63 → 78 (+15)

1.42% more ownership

Funds ownership: 64.97% → 66.4% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
78
Holders Change
+15
Holders Change %
+23.81%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12M
2
LPL Financial
LPL Financial
California
+$10.4M
3
Wells Fargo
Wells Fargo
California
+$6.46M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.57M
5
TF
Theory Financial
Colorado
+$3.56M

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$1.42M
2
VF
Virtu Financial
New York
-$662K
3
MTWM
Masso Torrence Wealth Management
New Jersey
-$613K
4
FTUS
Flow Traders U.S.
New York
-$480K
5
MFG
Marmo Financial Group
Tennessee
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$39.9M +$10.4M +207,023 +42%
Morgan Stanley
2
Morgan Stanley
New York
$23.8M +$12M +239,312 +133%
Wells Fargo
3
Wells Fargo
California
$15.8M +$6.46M +128,780 +86%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10M +$1.31M +26,191 +17%
ACM
5
Armbruster Capital Management
New York
$9.63M +$126K +2,514 +2%
SL
6
Systelligence LLC
Minnesota
$7.69M -$1.42M -28,240 -17%
MFG
7
Marmo Financial Group
Tennessee
$6.5M -$206K -4,099 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.45M +$3.57M +71,208 +284%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.27M +$390K +7,768 +11%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.27M +$3.45M +68,862 +1,071%
TF
11
Theory Financial
Colorado
$4.02M +$3.56M +70,907 New
SMC
12
Smith, Moore & Co
Missouri
$4.01M +$3.55M +70,796 New
RJA
13
Raymond James & Associates
Florida
$3.28M +$1.96M +38,971 +205%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.13M +$834K +16,624 +43%
PAG
15
Private Advisor Group
New Jersey
$2.63M +$776K +15,471 +50%
TAM
16
Titleist Asset Management
Texas
$2.62M +$26.8K +535 +1%
Bank of America
17
Bank of America
North Carolina
$2.56M +$292K +5,822 +15%
PCIA
18
Prime Capital Investment Advisors
Kansas
$2.48M -$7.02K -140 -0.3%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.37M +$318K +6,334 +18%
SWM
20
Sculati Wealth Management
Michigan
$1.73M +$53.5K +1,066 +4%
TWM
21
Tolleson Wealth Management
Texas
$1.67M – – –
MFG
22
Merit Financial Group
Georgia
$1.4M +$16K +318 +1%
LWM
23
Lodestone Wealth Management
Washington
$1.3M +$9.13K +182 +0.8%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.26M +$776K +15,464 +231%
IFWM
25
Institute for Wealth Management
Colorado
$1.21M – – –
1
2 3 4

XSMO Hedge Fund Activity: Q4 2023 in Review

78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2023, worth a combined $182M — up 75% from $104M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XSMO positions and 3 closed out — a net gain of 15 holders — while 31 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12M. The largest seller was Systelligence LLC, cutting an estimated $1.42M.

  • 78 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $182M of Invesco S&P SmallCap Momentum ETF stock for Q4 2023, up 75% quarter-over-quarter.
  • 18 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2023 and 3 closed out, a net change of +15 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $12M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2023 was Systelligence LLC, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2023.