Invesco S&P SmallCap Value with Momentum ETF
XSVM
117 hedge funds and large institutions have $336M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 52 reducing their positions, and 19 closing their positions.
679% more call options, than puts
Call options by funds: $109K | Put options by funds: $14K
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.91% less ownership
Funds ownership: 57.77% → 56.86% (-0.91%)
7% less funds holding
Funds holding: 126 → 117 (-9)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
38% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 52
75% less capital invested
Capital invested by funds: $1.37B → $336M (-$1.03B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.42M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.3M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$3.71M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.46M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.99M |
| 2 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$6.53M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.56M |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$4.09M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.9M |
XSVM Hedge Fund Activity: Q1 2023 in Review
117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2023, worth a combined $336M — down 75% from $1.37B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of XSVM and 13 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 32 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $6.42M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.99M.
- 117 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2023, down from 126 in Q4 2022.
- Funds reported $336M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2023, down 75% quarter-over-quarter.
- 13 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2023 and 19 closed out, a net change of -6 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $6.42M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $7.99M sold.
Based on aggregated 13F filings for Q1 2023.