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Invesco S&P SmallCap Value with Momentum ETF
XSVM

121 hedge funds and large institutions have $381M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% more ownership

Funds ownership: 60.69% → 61.05% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

10% less funds holding

Funds holding: 134 → 121 (-13)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

21% less capital invested

Capital invested by funds: $482M → $381M (-$102M)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
121
Holders Change
-13
Holders Change %
-9.7%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
46
Reduced
54
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
CWM
Congress Wealth Management
Massachusetts
+$6.59M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.48M
3
Bank of America
Bank of America
North Carolina
+$2.26M
4
AAP
Arax Advisory Partners
Colorado
+$1.85M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$24.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$8.48M
3
FFN
Focus Financial Network
Minnesota
-$6.35M
4
AFS
Anderson Financial Strategies
Ohio
-$6.25M
5
IWS
Insight Wealth Strategies
California
-$5.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$2.98M +$58.6K +1,100 +2%
FA
27
Fermata Advisors
California
$2.73M +$203K +3,799 +8%
Ameriprise
28
Ameriprise
Minnesota
$2.72M -$1.33M -24,960 -32%
IWM
29
IHT Wealth Management
Illinois
$2.44M -$143K -2,691 -5%
KWA
30
Kellett Wealth Advisors
Ohio
$2.38M +$82.7K +1,552 +3%
PPWP
31
Premier Path Wealth Partners
New Jersey
$2.24M +$194K +3,636 +9%
AAP
32
Arax Advisory Partners
Colorado
$2.04M +$1.85M +34,617 +582%
UBS Group
33
UBS Group
Switzerland
$1.98M +$133K +2,491 +7%
AWM
34
Apex Wealth Management
New Hampshire
$1.71M +$14K +263 +0.8%
FWM
35
Fortress Wealth Management
California
$1.66M -$3.84K -72 -0.2%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.61M +$510K +9,570 +42%
SWP
37
Stratos Wealth Partners
Ohio
$1.58M -$510K -9,573 -23%
TWM
38
Tolleson Wealth Management
Texas
$1.51M – – –
BWA
39
Bestgate Wealth Advisors
Maryland
$1.49M +$75.9K +1,423 +5%
SWM
40
Spire Wealth Management
Virginia
$1.47M +$9.22K +173 +0.6%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$1.43M +$188K +3,531 +14%
AWA
42
Arete Wealth Advisors
Illinois
$1.43M -$386K -7,236 -20%
DWM
43
Dopkins Wealth Management
New York
$1.41M +$188K +3,529 +14%
CIG
44
CHB Investment Group
Pennsylvania
$1.36M -$45.5K -854 -3%
AAS
45
Asset Allocation Strategies
Michigan
$1.35M -$395K -7,400 -22%
VWA
46
Valued Wealth Advisors
Utah
$1.33M +$456K +8,552 +48%
WN
47
Williams & Novak
California
$1.22M -$325K -6,100 -20%
MFGM
48
Marshall Financial Group (Maryland)
Maryland
$1.22M -$1.09M -20,523 -46%
LTL
49
Lowery Thomas LLC
California
$1.21M -$12.7K -238 -1%
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.21M +$75.5K +1,417 +6%
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XSVM Hedge Fund Activity: Q1 2025 in Review

121 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2025, worth a combined $381M — down 21% from $482M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of XSVM and 10 opened new positions — a net loss of 10 holders — while 54 trimmed existing stakes and 46 added.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $6.59M. The largest seller was LPL Financial, cutting an estimated $24.2M.

  • 121 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2025, down from 134 in Q4 2024.
  • Funds reported $381M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 10 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2025 and 20 closed out, a net change of -10 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2025 was Congress Wealth Management, an estimated $6.59M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2025 was LPL Financial, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2025.