Invesco S&P SmallCap Momentum ETF
XSMO
78 hedge funds and large institutions have $170M 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.
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
64% more capital invested
Capital invested by funds: $104M → $170M (+$66.2M)
24% more funds holding
Funds holding: 63 → 78 (+15)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.92% less ownership
Funds ownership: 64.97% → 62.06% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.46M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.57M |
| 4 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$3.56M |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.42M |
| 2 |
VF
Virtu Financial
New York
|
-$662K |
| 3 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$613K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$480K |
| 5 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
-$206K |
XSMO Hedge Fund Activity: Q4 2023 in Review
78 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2023, worth a combined $170M — up 64% 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 LPL Financial, adding an estimated $10.4M. 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 $170M of Invesco S&P SmallCap Momentum ETF stock for Q4 2023, up 64% 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 LPL Financial, an estimated $10.4M 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.