Invesco S&P SmallCap Value with Momentum ETF
XSVM
XSVM
106 hedge funds and large institutions have $372M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
6% less funds holding
Funds holding: 113 → 106 (-7)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
Holders
106
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$12.2M | |
| 2 | +$3.97M | |
| 3 | +$3.61M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.28M |
Top Sellers
| 1 | -$3.2M | |
| 2 | -$1.56M | |
| 3 | -$1.11M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.05M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$809K |