Invesco S&P SmallCap Value with Momentum ETF
XSVM
37 hedge funds and large institutions have $24.8M invested in Invesco S&P SmallCap Value with Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
32.89% more ownership
Funds ownership: 0% → 32.89% (+33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.08M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.05M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$1.55M |
| 4 |
Morgan Stanley
New York
|
+$1.41M |
| 5 |
Jane Street
New York
|
+$1.39M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
26
Plante Moran Financial Advisors
Southfield,
Michigan
| $24K | +$23.5K | +750 | New |
|
|
OIA
27
OneDigital Investment Advisors
Overland Park,
Kansas
| $17K | +$16.7K | +534 | New |
|
|
B
28
Bridgeworth
Birmingham,
Alabama
| $13K | +$13.6K | +435 | New |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $8K | +$7.4K | +236 | New |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $6.68K | +$6.52K | +208 | New |
|
|
RFA
31
Reilly Financial Advisors
La Mesa,
California
| $6K | +$5.39K | +172 | New |
|
|
CAGAS
32
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $5K | +$5.33K | +170 | New |
|
33
SEI Investments
Oaks,
Pennsylvania
| $3K | +$3.39K | +108 | New |
|
34
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2K | +$1.47K | +47 | New |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| $1K | +$1.16K | +37 | New |
|
|
MA
36
MCF Advisors
Covington,
Kentucky
| $1K | +$1.16K | +37 | New |
|
37
Parallax Volatility Advisers
San Francisco,
California
| – | +$31 | +1 | New |
|
XSVM Hedge Fund Activity: Q2 2018 in Review
37 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q2 2018, worth a combined $24.8M.
Buyers outnumbered sellers: 37 funds opened new XSVM positions and 0 closed out — a net gain of 37 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $8.08M.
- 37 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q2 2018, up from 0 in Q1 2018.
- Funds reported $24.8M of Invesco S&P SmallCap Value with Momentum ETF stock for Q2 2018.
- 37 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q2 2018 and 0 closed out, a net change of +37 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q2 2018 was Bank of America, an estimated $8.08M added.
Based on aggregated 13F filings for Q2 2018.