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Invesco S&P SmallCap Value with Momentum ETF
XSVM

109 hedge funds and large institutions have $367M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

213% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 16

52% more capital invested

Capital invested by funds: $241M → $367M (+$126M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more funds holding

Funds holding: 91 → 109 (+18)

2.47% more ownership

Funds ownership: 46.71% → 49.18% (+2.5%)

Holders
109
Holders Change
+18
Holders Change %
+19.78%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
30
Increased
50
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$22.4M
2
Wells Fargo
Wells Fargo
California
+$21.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.9M
4
Ameriprise
Ameriprise
Minnesota
+$8.67M
5
LPL Financial
LPL Financial
California
+$7.23M

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$1.22M
2
MCM
Mainstay Capital Management
Michigan
-$1.19M
3
Jane Street
Jane Street
New York
-$1.13M
4
OMC
Old Mission Capital
Illinois
-$1.03M
5
DSCM
Del-Sette Capital Management
New York
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
76
Carolinas Wealth Consulting
North Carolina
$295K +$79.7K +1,490 +37%
FPGK
77
Financial Partners Group (Kansas)
Kansas
$282K – – –
OIA
78
OneDigital Investment Advisors
Kansas
$262K +$260K +4,861 New
GRP
79
Global Retirement Partners
California
$258K +$284K +5,312 New
EAM
80
Evanson Asset Management
California
$240K – – –
JCM
81
Jacobi Capital Management
Pennsylvania
$230K +$228K +4,264 New
Brown Advisory
82
Brown Advisory
Maryland
$229K +$228K +4,258 New
IFG
83
Independent Financial Group
California
$216K +$214K +4,005 New
HighTower Advisors
84
HighTower Advisors
Illinois
$214K +$212K +3,968 New
UWPG
85
Ullmann Wealth Partners Group
Florida
$208K – – –
APA
86
American Portfolios Advisors
New York
$200K +$193K +3,600 +3,186%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$131K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$114K +$25.3K +473 +29%
AIP
89
Ahrens Investment Partners
Louisiana
$97K -$139K -2,600 -59%
BCMIO
90
Beacon Capital Management Inc (Ohio)
Ohio
$78K -$107 -2 -0.1%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$77K +$10.2K +190 +15%
FCB
92
First Command Bank
Texas
$73K +$72.2K +1,350 New
FCFS
93
First Command Financial Services
Texas
$73K +$72.2K +1,350 New
AWM
94
Accel Wealth Management
Iowa
$66K +$45.5K +850 +224%
CFD
95
Creative Financial Designs
Indiana
$60K -$25K -467 -30%
GWM
96
Geneos Wealth Management
Colorado
$59K -$357K -6,674 -86%
IA
97
IFP Advisors
Florida
$52K +$86.1K +1,609 New
CFGS
98
Concourse Financial Group Securities
Alabama
$41K +$40.7K +761 New
HIA
99
Harbor Investment Advisory
Maryland
$35K – – –
UBS Group
100
UBS Group
Switzerland
$20K +$19.6K +367 New
1 2 3
4
5

XSVM Hedge Fund Activity: Q1 2022 in Review

109 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2022, worth a combined $367M — up 52% from $241M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XSVM positions and 9 closed out — a net gain of 21 holders — while 50 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $22.4M. The largest seller was Atria Investments, exiting entirely with an estimated $1.22M sold.

  • 109 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2022, up from 91 in Q4 2021.
  • Funds reported $367M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2022, up 52% quarter-over-quarter.
  • 30 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2022 and 9 closed out, a net change of +21 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2022 was Bank of America, an estimated $22.4M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2022 was Atria Investments, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2022.