XSVM icon

Invesco S&P SmallCap Value with Momentum ETF
XSVM

Overview Fund Activity

111 hedge funds and large institutions have $331M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
111
Holders Change
-8
Holders Change %
-6.72%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
26
Reduced
62
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.56M
2
3F
2
360 Financial
Minnesota
$16.3M
3
VA
3
Valmark Advisers
Ohio
$15.4M
4
DWM
4
Dopkins Wealth Management
New York
$2.34M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$2.36M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$13.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.5M
4
LPL Financial
4
LPL Financial
California
$56.5M
5
AAS
5
Avantax Advisory Services
Texas
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$938K 18,049 -1,049 -5%
OC
52
OxenFree Capital
Florida
$930K 17,879 +147 +0.8%
IWC
53
Integrated Wealth Concepts
Massachusetts
$869K 16,711 +16,711 New
Citadel Advisors
54
Citadel Advisors
Florida
$808K 15,545 +7,192 +86%
AQR Capital Management
55
AQR Capital Management
Connecticut
$779K 14,987 -9,079 -38%
KAS
56
Kestra Advisory Services
Texas
$730K 14,037 +9,956 +244%
AWA
57
Arete Wealth Advisors
Illinois
$696K 13,389 -15,014 -53%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$688K 13,237 -4,063 -23%
BA
59
Brightwater Advisory
Florida
$674K 12,963 +2,313 +22%
AAP
60
Arax Advisory Partners
Colorado
$664K 12,779 -27,788 -68%
HighTower Advisors
61
HighTower Advisors
Illinois
$664K 12,764 -6,627 -34%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$587K 10,823 -4,807 -31%
CFD
63
Creative Financial Designs
Indiana
$585K 11,259 -3,290 -23%
DSCM
64
Del-Sette Capital Management
New York
$555K 10,677 -5,998 -36%
TFS
65
Thoroughbred Financial Services
Tennessee
$545K 10,486 -222 -2%
EH
66
Equitable Holdings
New York
$539K 10,373 -1,746 -14%
SEP
67
Southland Equity Partners
Missouri
$537K 10,334 -37 -0.4%
IFWM
68
Institute for Wealth Management
Colorado
$506K 9,740 – –
RA
69
RFG Advisory
Alabama
$500K 9,622 -2,989 -24%
Creative Planning
70
Creative Planning
Kansas
$478K 9,202 -45 -0.5%
ACM
71
Armbruster Capital Management
New York
$473K 9,094 – –
LBC
72
Leigh Baldwin & Co
New York
$467K 8,986 +47 +0.5%
VWA
73
Visionary Wealth Advisors
Illinois
$464K 8,920 -1,921 -18%
GWM
74
Geneos Wealth Management
Colorado
$382K 7,340 -10,390 -59%
ES
75
Eagle Strategies
New York
$352K 6,777 +396 +6%
1 2
3
4 5