Invesco S&P SmallCap Value with Momentum ETF
XSVM
35 hedge funds and large institutions have $29.1M invested in Invesco S&P SmallCap Value with Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
16% more capital invested
Capital invested by funds: $25M → $29.1M (+$4.09M)
14.42% more ownership
Funds ownership: 33.53% → 47.95% (+14%)
3% more funds holding
Funds holding: 34 → 35 (+1)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$8.51M |
| 2 |
Citigroup
New York
|
+$800K |
| 3 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$331K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$270K |
| 5 |
Jane Street
New York
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$967K |
| 2 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$262K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$99.2K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$64.6K |
| 5 |
LPL Financial
San Diego,
California
|
-$64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
26
Plante Moran Financial Advisors
Southfield,
Michigan
| $20K | – | – | – |
|
|
TL
27
TrueWealth LLC
Atlanta,
Georgia
| $20K | – | – | – |
|
|
WEC
28
Winslow Evans & Crocker
Boston,
Massachusetts
| $8K | – | – | – |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $5.49K | – | – | – |
|
|
RFA
30
Reilly Financial Advisors
La Mesa,
California
| $5K | – | – | – |
|
|
AIC
31
Ameritas Investment Company
Lincoln,
Nebraska
| $5K | +$5.91K | +198 | New |
|
|
CAGAS
32
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $4K | – | – | – |
|
33
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | – | – | – |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$967K | -29,816 | Closed |
|
|
SPIA
36
Steward Partners Investment Advisory
New York
| – | -$64K | -1,988 | Closed |
|
|
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$32K | -1,000 | Closed |
|
|
OIA
38
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$17K | -534 | Closed |
|
XSVM Hedge Fund Activity: Q4 2018 in Review
35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2018, worth a combined $29.1M — up 16% from $25M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XSVM positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $8.51M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $967K sold.
- 35 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2018, up from 34 in Q3 2018.
- Funds reported $29.1M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2018, up 16% quarter-over-quarter.
- 5 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2018 and 4 closed out, a net change of +1 holder.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2018 was Cardan Capital Partners, an estimated $8.51M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2018 was Susquehanna International Group, an estimated $967K sold.
Based on aggregated 13F filings for Q4 2018.