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Invesco S&P SmallCap Value with Momentum ETF
XSVM

109 hedge funds and large institutions have $367M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

213% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 16

52% more capital invested

Capital invested by funds: $241M → $367M (+$126M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more funds holding

Funds holding: 91 → 109 (+18)

2.47% more ownership

Funds ownership: 46.71% → 49.18% (+2.5%)

Holders
109
Holders Change
+18
Holders Change %
+19.78%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
30
Increased
50
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$22.4M
2
Wells Fargo
Wells Fargo
California
+$21.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.9M
4
Ameriprise
Ameriprise
Minnesota
+$8.67M
5
LPL Financial
LPL Financial
California
+$7.23M

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$1.22M
2
MCM
Mainstay Capital Management
Michigan
-$1.19M
3
Jane Street
Jane Street
New York
-$1.13M
4
OMC
Old Mission Capital
Illinois
-$1.03M
5
DSCM
Del-Sette Capital Management
New York
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$2.34M +$1.79M +33,522 +338%
MA
27
MONECO Advisors
Connecticut
$2.34M +$612K +11,442 +36%
WWM
28
Western Wealth Management
Colorado
$2.12M +$2.11M +39,424 New
TAIM
29
TD Ameritrade Investment Management
Nebraska
$2.08M -$33.6K -629 -2%
SWM
30
Spire Wealth Management
Virginia
$1.96M – – –
MSAM
31
Moloney Securities Asset Management
Missouri
$1.9M +$1.88M +35,199 New
MWM
32
Meridian Wealth Management
Kentucky
$1.76M +$1.32M +24,738 +313%
EE
33
EWG Elevate
California
$1.69M +$1.68M +31,392 New
GIA
34
Gladstone Institutional Advisory
Florida
$1.66M -$332K -6,206 -17%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.66M +$438K +8,188 +36%
BAM
36
Belpointe Asset Management
Nevada
$1.65M +$539K +10,069 +49%
CAG
37
Curtis Advisory Group
California
$1.64M +$99.3K +1,856 +6%
TWM
38
Tolleson Wealth Management
Texas
$1.62M – – –
FA
39
Fermata Advisors
California
$1.54M -$106K -1,990 -7%
WMG
40
WESCAP Management Group
California
$1.28M +$1.27M +23,837 New
MML Investors Services
41
MML Investors Services
Massachusetts
$1.25M +$334K +6,245 +37%
ASN
42
Advisory Services Network
Georgia
$1.22M +$888K +16,607 +272%
BA
43
Bridge Advisory
California
$1.16M +$1.15M +21,435 New
Citigroup
44
Citigroup
New York
$1.01M +$192K +3,591 +24%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1M +$739K +13,817 +289%
ACS
46
Archford Capital Strategies
Illinois
$984K -$9.57K -179 -0.9%
Renaissance Technologies
47
Renaissance Technologies
New York
$948K +$385K +7,200 +69%
AAS
48
Ameritas Advisory Services
Nebraska
$940K +$247K +4,625 +36%
CAN
49
Cetera Advisor Networks
California
$908K +$123K +2,292 +16%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$907K +$478K +8,933 +113%
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2
3 4 5

XSVM Hedge Fund Activity: Q1 2022 in Review

109 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2022, worth a combined $367M — up 52% from $241M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XSVM positions and 9 closed out — a net gain of 21 holders — while 50 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $22.4M. The largest seller was Atria Investments, exiting entirely with an estimated $1.22M sold.

  • 109 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2022, up from 91 in Q4 2021.
  • Funds reported $367M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2022, up 52% quarter-over-quarter.
  • 30 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2022 and 9 closed out, a net change of +21 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2022 was Bank of America, an estimated $22.4M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2022 was Atria Investments, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2022.