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Invesco S&P SmallCap Value with Momentum ETF
XSVM

91 hedge funds and large institutions have $241M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

69% more capital invested

Capital invested by funds: $143M → $241M (+$98.2M)

38% more funds holding

Funds holding: 66 → 91 (+25)

6.29% more ownership

Funds ownership: 40.42% → 46.71% (+6.3%)

Holders
91
Holders Change
+25
Holders Change %
+37.88%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
34
Increased
30
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.4M
2
LPL Financial
LPL Financial
California
+$7.41M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.36M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.13M
5
MCM
Mainstay Capital Management
Michigan
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$1.56M
2
CCC
Crescent Capital Consulting
Louisiana
-$926K
3
OMC
Old Mission Capital
Illinois
-$773K
4
Citadel Advisors
Citadel Advisors
Florida
-$469K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$463K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Armbruster Capital Management
New York
$490K – – –
MWM
52
Meridian Wealth Management
Kentucky
$426K +$422K +7,905 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$426K +$422K +7,912 New
GWM
54
Geneos Wealth Management
Colorado
$419K +$415K +7,784 New
CW
55
CreativeOne Wealth
Kansas
$413K +$21.5K +403 +6%
CPA
56
Cardiff Park Advisors
California
$400K +$396K +7,422 New
PA
57
Parallel Advisors
California
$397K – – –
DAS
58
Dynamic Advisor Solutions
Arizona
$370K +$23.8K +446 +7%
AWM
59
Avaii Wealth Management
Wisconsin
$370K +$367K +6,874 New
ASN
60
Advisory Services Network
Georgia
$329K +$326K +6,105 New
TRCT
61
Tower Research Capital (TRC)
New York
$307K +$304K +5,704 New
CWM
62
Comprehensive Wealth Management
Washington
$297K +$43.1K +808 +17%
KP
63
Keel Point
Alabama
$288K +$285K +5,346 New
FPGK
64
Financial Partners Group (Kansas)
Kansas
$273K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$257K +$226K +4,238 +789%
SPC
66
Sigma Planning Corp
Michigan
$250K +$247K +4,635 New
EAM
67
Evanson Asset Management
California
$240K – – –
AIP
68
Ahrens Investment Partners
Louisiana
$237K +$235K +4,400 New
CWC
69
Carolinas Wealth Consulting
North Carolina
$214K +$82.1K +1,539 +63%
UWPG
70
Ullmann Wealth Partners Group
Florida
$208K +$206K +3,867 New
OIA
71
Optimum Investment Advisors
Illinois
$135K – – –
BFEC
72
Benjamin F. Edwards & Company
Missouri
$131K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$88K – – –
CFD
74
Creative Financial Designs
Indiana
$85K -$9.55K -179 -10%
BCMIO
75
Beacon Capital Management Inc (Ohio)
Ohio
$78K -$2.19K -41 -3%
1 2
3
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XSVM Hedge Fund Activity: Q4 2021 in Review

91 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2021, worth a combined $241M — up 69% from $143M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new XSVM positions and 6 closed out — a net gain of 28 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $1.56M.

  • 91 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $241M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2021, up 69% quarter-over-quarter.
  • 34 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2021 and 6 closed out, a net change of +28 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2021 was Morgan Stanley, an estimated $10.4M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2021.