Invesco S&P SmallCap Value with Momentum ETF
XSVM
XSVM
129 hedge funds and large institutions have $478M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
4.13% less ownership
Funds ownership: 64.66% → 60.53% (-4.1%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
129
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$7.1M | |
| 2 | +$6.59M | |
| 3 | +$3.95M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.88M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.21M |
Top Sellers
| 1 | -$32.2M | |
| 2 | -$4.71M | |
| 3 | -$2.34M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.19M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.5M |