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Invesco S&P SmallCap Value with Momentum ETF
XSVM

91 hedge funds and large institutions have $241M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

69% more capital invested

Capital invested by funds: $143M → $241M (+$98.2M)

38% more funds holding

Funds holding: 66 → 91 (+25)

6.29% more ownership

Funds ownership: 40.42% → 46.71% (+6.3%)

Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
30
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.4M
2
LPL Financial
LPL Financial
California
+$7.41M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.36M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.13M
5
MCM
Mainstay Capital Management
Michigan
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$1.56M
2
CCC
Crescent Capital Consulting
Louisiana
-$926K
3
OMC
Old Mission Capital
Illinois
-$773K
4
Citadel Advisors
Citadel Advisors
Florida
-$469K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$463K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
26
Curtis Advisory Group
California
$1.54M +$1.53M +28,622 New
Osaic Holdings
27
Osaic Holdings
Arizona
$1.39M +$662K +12,399 +92%
AI
28
Atria Investments
North Carolina
$1.22M -$111K -2,087 -8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.22M +$555K +10,395 +85%
Jane Street
30
Jane Street
New York
$1.13M +$1.12M +21,004 New
BAM
31
Belpointe Asset Management
Nevada
$1.11M +$97.7K +1,830 +10%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.1M +$1.09M +20,361 New
AWM
33
Aspire Wealth Management
Massachusetts
$1.03M +$1.02M +19,156 New
OMC
34
Old Mission Capital
Illinois
$1.03M -$773K -14,481 -43%
ACS
35
Archford Capital Strategies
Illinois
$1.02M -$4.06K -76 -0.4%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$937K +$928K +17,380 New
MML Investors Services
37
MML Investors Services
Massachusetts
$915K +$468K +8,760 +106%
Citigroup
38
Citigroup
New York
$814K +$66.7K +1,249 +9%
CAN
39
Cetera Advisor Networks
California
$785K +$215K +4,037 +38%
CA
40
Cetera Advisors
Colorado
$780K +$773K +14,480 New
IWM
41
IHT Wealth Management
Illinois
$738K +$437K +8,182 +148%
Stifel Financial
42
Stifel Financial
Missouri
$705K +$698K +13,071 New
AAS
43
Ameritas Advisory Services
Nebraska
$691K +$684K +12,816 New
HGERS
44
Householder Group Estate & Retirement Specialist
Arizona
$631K +$625K +11,707 New
LAS
45
LWM Advisory Services
Florida
$588K +$582K +10,902 New
Renaissance Technologies
46
Renaissance Technologies
New York
$560K +$203K +3,800 +58%
Creative Planning
47
Creative Planning
Kansas
$544K -$13K -244 -2%
SWP
48
Stratos Wealth Partners
Ohio
$534K +$529K +9,913 New
IFWM
49
Institute for Wealth Management
Colorado
$525K – – –
SWM
50
Silverlake Wealth Management
Vermont
$497K +$492K +9,218 New
1
2
3 4

XSVM Hedge Fund Activity: Q4 2021 in Review

91 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2021, worth a combined $241M — up 69% from $143M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new XSVM positions and 6 closed out — a net gain of 28 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $1.56M.

  • 91 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $241M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2021, up 69% quarter-over-quarter.
  • 34 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2021 and 6 closed out, a net change of +28 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2021 was Morgan Stanley, an estimated $10.4M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2021.