Invesco S&P SmallCap Value with Momentum ETF
XSVM
XSVM
113 hedge funds and large institutions have $331M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 63 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
59% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 63
Holders
113
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$1.5M | |
| 2 | +$963K | |
| 3 | +$897K | |
| 4 |
DWM
Dopkins Wealth Management
Williamsville,
New York
|
+$885K |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$885K |
Top Sellers
| 1 | -$16.6M | |
| 2 | -$9M | |
| 3 | -$8.51M | |
| 4 |
LPL Financial
San Diego,
California
|
-$7.35M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.83M |
