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Invesco S&P SmallCap Value with Momentum ETF
XSVM

128 hedge funds and large institutions have $459M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more capital invested

Capital invested by funds: $372M → $459M (+$86.5M)

21% more funds holding

Funds holding: 106 → 128 (+22)

5.23% more ownership

Funds ownership: 59.49% → 64.72% (+5.2%)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
128
Holders Change
+22
Holders Change %
+20.75%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
34
Increased
38
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.6M
2
AA
Altman Advisors
Illinois
+$2.82M
3
PWA
Primoris Wealth Advisors
Florida
+$1.78M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.47M
5
AAS
Avantax Advisory Services
Texas
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.87M
3
LPL Financial
LPL Financial
California
-$3.68M
4
RJA
Raymond James & Associates
Florida
-$3.65M
5
SMC
Smith, Moore & Co
Missouri
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
26
Marshall Financial Group (Maryland)
Maryland
$3.3M -$300K -6,123 -9%
AA
27
Altman Advisors
Illinois
$3.12M +$2.82M +57,667 New
PAG
28
Private Advisor Group
New Jersey
$2.87M -$1.11M -22,776 -30%
CFG
29
Cooper Financial Group
California
$2.66M +$979 +20 +0%
FWM
30
Fortress Wealth Management
California
$2.49M -$266K -5,436 -11%
IWM
31
IHT Wealth Management
Illinois
$2.49M -$37.9K -774 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.4M -$4.87M -99,540 -69%
CAN
33
Cetera Advisor Networks
California
$2.4M -$1.25M -25,513 -37%
MWM
34
Meridian Wealth Management
Kentucky
$2.34M -$253K -5,175 -11%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$2.18M -$188K -3,835 -9%
Citigroup
36
Citigroup
New York
$2.05M +$21.2K +433 +1%
FA
37
Fermata Advisors
California
$2M +$333K +6,806 +23%
PWA
38
Primoris Wealth Advisors
Florida
$1.97M +$1.78M +36,350 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.83M +$253K +5,168 +18%
SWP
40
Stratos Wealth Partners
Ohio
$1.79M +$5.14K +105 +0.3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.78M +$266K +5,433 +20%
SWM
42
Spire Wealth Management
Virginia
$1.69M – – –
Two Sigma Investments
43
Two Sigma Investments
New York
$1.66M +$744K +15,200 +99%
TWM
44
Tolleson Wealth Management
Texas
$1.63M – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$1.52M +$281K +5,748 +26%
TFS
46
Thoroughbred Financial Services
Tennessee
$1.52M -$21.9K -448 -2%
PPWP
47
Premier Path Wealth Partners
New Jersey
$1.5M +$1.34M +27,419 New
Charles Schwab
48
Charles Schwab
California
$1.38M -$56K -1,144 -4%
SL
49
SFM LLC
New Hampshire
$1.34M +$1.21M +24,683 New
AWM
50
AE Wealth Management
Kansas
$1.17M +$9.3K +190 +0.9%
1
2
3 4 5

XSVM Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2023, worth a combined $459M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new XSVM positions and 11 closed out — a net gain of 23 holders — while 38 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.65M.

  • 128 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2023, up from 106 in Q3 2023.
  • Funds reported $459M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 34 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2023 and 11 closed out, a net change of +23 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $26.6M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $7.65M sold.

Based on aggregated 13F filings for Q4 2023.