Invesco S&P SmallCap Value with Momentum ETF
XSVM
XSVM
35 hedge funds and large institutions have $42.2M invested in Invesco S&P SmallCap Value with Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 5 closing their positions.
Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$3.18M |
| 2 |
2
LPL Financial
San Diego,
California
|
$5.06M |
| 3 |
3
Stifel Financial
St. Louis,
Missouri
|
$504K |
| 4 |
4
Bank of America
Charlotte,
North Carolina
|
$8.23M |
| 5 |
CCP
5
Cardan Capital Partners
Denver,
Colorado
|
$10.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $36K | -$3.36K | -100 | -9% |
|
|
PMFA
27
Plante Moran Financial Advisors
Southfield,
Michigan
| $25K | – | – | – |
|
|
HIA
28
Harbor Investment Advisory
Lutherville,
Maryland
| $22K | +$22K | +650 | New |
|
29
UBS Group
Zurich,
Switzerland
| $20K | -$109K | -3,181 | -84% |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $12K | – | – | – |
|
|
TL
31
TrueWealth LLC
Atlanta,
Georgia
| $7K | – | – | – |
|
|
CAGAS
32
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $6K | – | – | – |
|
|
RFA
33
Reilly Financial Advisors
La Mesa,
California
| $6K | – | – | – |
|
|
APA
34
American Portfolios Advisors
Holbrook,
New York
| $4.91K | – | – | – |
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$205K | -6,704 | Closed |
|
|
CAN
36
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$28K | -908 | Closed |
|
|
GWM
37
Geneos Wealth Management
Englewood,
Colorado
| – | -$4K | -150 | Closed |
|
38
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1K | -47 | Closed |
|