Invesco S&P SmallCap Value with Momentum ETF
XSVM
131 hedge funds and large institutions have $506M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 16 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 41
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more capital invested
Capital invested by funds: $452M → $506M (+$54.8M)
1.96% more ownership
Funds ownership: 59.89% → 61.84% (+2%)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
3% less funds holding
Funds holding: 135 → 131 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$13M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11.3M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8.77M |
| 4 |
Two Sigma Investments
New York
|
+$3.23M |
| 5 |
C
CEDRUS
Littleton,
Colorado
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.44M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.68M |
| 3 |
TFP
Traction Financial Partners
Encampment,
Wyoming
|
-$1.55M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.4M |
| 5 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
-$1.09M |
XSVM Hedge Fund Activity: Q3 2024 in Review
131 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q3 2024, worth a combined $506M — up 12% from $452M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of XSVM and 15 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 61 added.
The largest buyer was CIBC World Market, adding an estimated $13M. The largest seller was Bank of America, cutting an estimated $7.44M.
- 131 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q3 2024, down from 135 in Q2 2024.
- Funds reported $506M of Invesco S&P SmallCap Value with Momentum ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 15 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q3 2024 and 16 closed out, a net change of -1 holder.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q3 2024 was CIBC World Market, an estimated $13M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q3 2024 was Bank of America, an estimated $7.44M sold.
Based on aggregated 13F filings for Q3 2024.