Invesco S&P SmallCap Value with Momentum ETF
XSVM
128 hedge funds and large institutions have $459M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.
209% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 11
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
23% more capital invested
Capital invested by funds: $372M → $459M (+$86.5M)
21% more funds holding
Funds holding: 106 → 128 (+22)
5.23% more ownership
Funds ownership: 59.49% → 64.72% (+5.2%)
12% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.6M |
| 2 |
AA
Altman Advisors
Chicago,
Illinois
|
+$2.82M |
| 3 |
PWA
Primoris Wealth Advisors
North Palm Beach,
Florida
|
+$1.78M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.47M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7.65M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.87M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.68M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.65M |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$1.76M |
XSVM Hedge Fund Activity: Q4 2023 in Review
128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2023, worth a combined $459M — up 23% from $372M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new XSVM positions and 11 closed out — a net gain of 23 holders — while 38 added to existing stakes and 43 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.65M.
- 128 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2023, up from 106 in Q3 2023.
- Funds reported $459M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 34 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2023 and 11 closed out, a net change of +23 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $26.6M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $7.65M sold.
Based on aggregated 13F filings for Q4 2023.