XSVM icon

Invesco S&P SmallCap Value with Momentum ETF
XSVM

Overview Fund Activity

130 hedge funds and large institutions have $506M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
61
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$22.4M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$37M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$8.82M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.25M
5
C
5
CEDRUS
Colorado
$1.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$26M
2
LPL Financial
2
LPL Financial
California
$90.2M
3
TFP
3
Traction Financial Partners
Wyoming
$10.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$238K
5
AAS
5
Asset Allocation Strategies
Michigan
$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.76M +$1.07M +19,525 +40%
CFG
27
Cooper Financial Group
California
$3.49M +$155K +2,816 +5%
PAG
28
Private Advisor Group
New Jersey
$3.28M -$786K -14,294 -19%
Two Sigma Investments
29
Two Sigma Investments
New York
$3.25M +$3.25M +59,100 New
Citigroup
30
Citigroup
New York
$3.22M +$377K +6,853 +13%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.83M +$362K +6,587 +15%
IWM
32
IHT Wealth Management
Illinois
$2.78M +$262K +4,765 +10%
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$2.52M -$75.5K -1,373 -3%
AAS
34
Asset Allocation Strategies
Michigan
$2.51M -$1.09M -19,908 -30%
FA
35
Fermata Advisors
California
$2.47M +$147K +2,677 +6%
SWP
36
Stratos Wealth Partners
Ohio
$2.36M +$55.7K +1,013 +2%
KWA
37
Kellett Wealth Advisors
Ohio
$2.28M +$256K +4,661 +13%
PPWP
38
Premier Path Wealth Partners
New Jersey
$2.19M +$113K +2,055 +5%
FWM
39
Fortress Wealth Management
California
$1.91M -$59.8K -1,088 -3%
CIG
40
CHB Investment Group
Pennsylvania
$1.88M +$1.88M +34,092 New
HighTower Advisors
41
HighTower Advisors
Illinois
$1.75M -$92.5K -1,683 -5%
GC
42
Guidance Capital
Kentucky
$1.66M +$185K +3,310 +12%
UBS Group
43
UBS Group
Switzerland
$1.66M +$1.39M +25,293 +514%
TWM
44
Tolleson Wealth Management
Texas
$1.65M – – –
TFS
45
Thoroughbred Financial Services
Tennessee
$1.65M +$80K +1,455 +5%
SWM
46
Spire Wealth Management
Virginia
$1.62M +$114K +2,082 +8%
MWM
47
Meridian Wealth Management
Kentucky
$1.61M -$62.8K -1,142 -4%
LWP
48
Laurel Wealth Planning
Minnesota
$1.57M +$115K +2,089 +8%
C
49
CEDRUS
Colorado
$1.54M +$1.54M +28,055 New
HAS
50
HBW Advisory Services
California
$1.39M -$4.67K -85 -0.3%
1
2
3 4 5