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Invesco S&P SmallCap Momentum ETF
XSMO

203 hedge funds and large institutions have $983M invested in Invesco S&P SmallCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 100 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 30

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

34% more capital invested

Capital invested by funds: $736M → $983M (+$247M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more funds holding

Funds holding: 173 → 203 (+30)

2.11% less ownership

Funds ownership: 71.96% → 69.84% (-2.1%)

Holders
203
Holders Change
+30
Holders Change %
+17.34%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
51
Increased
100
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$64.3M
2
LPL Financial
LPL Financial
California
+$36.1M
3
Morgan Stanley
Morgan Stanley
New York
+$26.9M
4
Bank of America
Bank of America
North Carolina
+$19.5M
5
Wells Fargo
Wells Fargo
California
+$16.3M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$46.4M
2
FIS
Fischer Investment Strategies
California
-$4.46M
3
PFT
Providence First Trust
Arizona
-$2.47M
4
CRWM
Castle Rock Wealth Management
California
-$2.08M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$119M +$36.1M +524,443 +41%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.6M +$7.62M +110,899 +9%
Osaic Holdings
3
Osaic Holdings
Arizona
$83.5M +$3.38M +49,171 +4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$68.2M +$64.3M +934,757 +959%
Morgan Stanley
5
Morgan Stanley
New York
$54.7M +$26.9M +390,802 +90%
Wells Fargo
6
Wells Fargo
California
$42.1M +$16.3M +236,970 +59%
SPIA
7
Steward Partners Investment Advisory
New York
$32.2M +$415K +6,037 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$30.7M +$31.9M +463,735 New
Bank of America
9
Bank of America
North Carolina
$26.2M +$19.5M +284,149 +252%
AWM
10
Apollon Wealth Management
South Carolina
$18.3M +$1.4M +20,336 +8%
MFG
11
Marmo Financial Group
Tennessee
$17.3M -$433K -6,302 -2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$16.7M +$6.25M +90,901 +56%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$15.7M +$1.91M +27,797 +13%
Stifel Financial
14
Stifel Financial
Missouri
$13.6M -$146K -2,124 -1%
FFN
15
Focus Financial Network
Minnesota
$13.5M -$82.1K -1,194 -0.6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$5.98M +86,967 +94%
ACM
17
Armbruster Capital Management
New York
$11.5M +$29K +422 +0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.98M +$1.76M +25,587 +20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.46M +$126K +1,838 +1%
Citigroup
20
Citigroup
New York
$9.38M +$600K +8,734 +7%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.89M +$3.53M +51,332 +62%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.48M +$7.32M +106,415 +485%
SL
23
Systelligence LLC
Minnesota
$8.18M +$879K +12,786 +12%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$7.81M +$612K +8,906 +8%
NIA
25
NBZ Investment Advisors
Tennessee
$7.35M +$7.65M +111,229 New
1
2 3 4 5

XSMO Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q4 2024, worth a combined $983M — up 34% from $736M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XSMO positions and 17 closed out — a net gain of 34 holders — while 100 added to existing stakes and 30 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $64.3M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $46.4M sold.

  • 203 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q4 2024, up from 173 in Q3 2024.
  • Funds reported $983M of Invesco S&P SmallCap Momentum ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 51 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q4 2024 and 17 closed out, a net change of +34 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $64.3M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q4 2024 was Mainstay Capital Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2024.