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Invesco S&P SmallCap Momentum ETF
XSMO

251 hedge funds and large institutions have $1.4B invested in Invesco S&P SmallCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 13

121% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 58

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $1.24B → $1.4B (+$162M)

9% more funds holding

Funds holding: 230 → 251 (+21)

2.11% less ownership

Funds ownership: 74% → 71.89% (-2.1%)

Holders
251
Holders Change
+21
Holders Change %
+9.13%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
40
Increased
128
Reduced
58
Closed
13
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
-$1.26M

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$20.8M
2
LPL Financial
LPL Financial
California
+$16.9M
3
Morgan Stanley
Morgan Stanley
New York
+$16.8M
4
Bank of America
Bank of America
North Carolina
+$12.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.3M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$48.7M
2
MFG
Marmo Financial Group
Tennessee
-$15.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.4M
4
SL
Systelligence LLC
Minnesota
-$5.92M
5
Wells Fargo
Wells Fargo
California
-$4.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$155M +$16.9M +239,290 +13%
Osaic Holdings
2
Osaic Holdings
Arizona
$124M -$3.76M -53,136 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$119M +$2.63M +37,196 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$97.7M +$20.8M +293,947 +28%
Wells Fargo
5
Wells Fargo
California
$58.1M -$4.68M -66,212 -8%
Morgan Stanley
6
Morgan Stanley
New York
$56.1M +$16.8M +238,282 +45%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$43.3M -$48.7M -689,102 -54%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$37.3M +$4.65M +65,755 +15%
GWA
9
Gratus Wealth Advisors
Virginia
$35.8M +$667K +9,442 +2%
Bank of America
10
Bank of America
North Carolina
$32.7M +$12.8M +180,532 +69%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$32.2M -$1.44M -20,424 -4%
AWM
12
Apollon Wealth Management
South Carolina
$27.9M +$500K +7,078 +2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$25.1M -$890K -12,589 -4%
RWA
14
River Wealth Advisors
Pennsylvania
$24.8M +$928K +13,125 +4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$19.5M +$3.23M +45,666 +21%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$17.8M +$6.39M +90,410 +59%
Stifel Financial
17
Stifel Financial
Missouri
$16.5M +$503K +7,111 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.4M +$8.3M +117,402 +112%
CWP
19
Clark Wealth Partners
Illinois
$15.9M -$2.28M -32,211 -13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15.6M +$1.06M +14,949 +8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15.5M +$3.57M +50,497 +32%
FFN
22
Focus Financial Network
Minnesota
$15.4M +$310K +4,383 +2%
ACM
23
Armbruster Capital Management
New York
$14.4M +$445K +6,302 +3%
NIA
24
NBZ Investment Advisors
Tennessee
$11.9M +$1.23M +17,402 +12%
MML Investors Services
25
MML Investors Services
Massachusetts
$10.1M -$452K -6,393 -4%
1
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XSMO Hedge Fund Activity: Q3 2025 in Review

251 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Momentum ETF (XSMO) for Q3 2025, worth a combined $1.4B — up 13% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new XSMO positions and 13 closed out — a net gain of 27 holders — while 128 added to existing stakes and 58 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $20.8M. The largest seller was Cetera Investment Advisers, cutting an estimated $48.7M.

  • 251 institutional investors held Invesco S&P SmallCap Momentum ETF (XSMO) as of Q3 2025, up from 230 in Q2 2025.
  • Funds reported $1.4B of Invesco S&P SmallCap Momentum ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 40 funds opened new Invesco S&P SmallCap Momentum ETF positions in Q3 2025 and 13 closed out, a net change of +27 holders.
  • The largest Invesco S&P SmallCap Momentum ETF buyer in Q3 2025 was Raymond James Financial, an estimated $20.8M added.
  • The largest Invesco S&P SmallCap Momentum ETF seller in Q3 2025 was Cetera Investment Advisers, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2025.