Invesco S&P SmallCap Value with Momentum ETF
XSVM
XSVM
133 hedge funds and large institutions have $482M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
5% less capital invested
Capital invested by funds: $506M → $482M (-$24M)
1.15% less ownership
Funds ownership: 61.8% → 60.65% (-1.2%)
Holders
133
Holding in Top 10
4
Calls
$5K
Puts
–
Top Buyers
| 1 | +$3.18M | |
| 2 | +$2.24M | |
| 3 | +$2.12M | |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.17M |
| 5 |
DWM
Dopkins Wealth Management
Williamsville,
New York
|
+$1.06M |
Top Sellers
| 1 | -$13.1M | |
| 2 | -$7.29M | |
| 3 | -$2.23M | |
| 4 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
-$1.98M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.63M |