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Invesco S&P SmallCap Value with Momentum ETF
XSVM

134 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, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

2% more funds holding

Funds holding: 131 → 134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

5% less capital invested

Capital invested by funds: $506M → $482M (-$24M)

1.15% less ownership

Funds ownership: 61.84% → 60.69% (-1.2%)

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
52
Reduced
40
Closed
15
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.29M
2
LPL Financial
LPL Financial
California
+$2.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.2M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.22M
5
DWM
Dopkins Wealth Management
New York
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
-$13.6M
2
Ameriprise
Ameriprise
Minnesota
-$7.55M
3
Morgan Stanley
Morgan Stanley
New York
-$2.32M
4
MA
MONECO Advisors
Connecticut
-$2.05M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$618K -$120K -2,131 -16%
HF
77
HRT Financial
New York
$615K +$637K +11,294 New
Citadel Advisors
78
Citadel Advisors
Florida
$607K +$629K +11,141 New
GC
79
Guidance Capital
Kentucky
$584K -$1.09M -19,251 -65%
SEP
80
Southland Equity Partners
Missouri
$575K +$24.9K +442 +4%
PS
81
Principal Securities
Iowa
$531K +$40.3K +714 +8%
IFWM
82
Institute for Wealth Management
Colorado
$531K – – –
GWM
83
Geneos Wealth Management
Colorado
$530K – – –
RA
84
RFG Advisory
Alabama
$517K +$5.98K +106 +1%
ACM
85
Armbruster Capital Management
New York
$506K – – –
Creative Planning
86
Creative Planning
Kansas
$504K +$19K +336 +4%
LBC
87
Leigh Baldwin & Co
New York
$483K +$501K +8,871 New
BA
88
Brightwater Advisory
Florida
$457K -$16.5K -292 -3%
SPC
89
Sigma Planning Corp
Michigan
$414K +$38.9K +690 +10%
OMC
90
Old Mission Capital
Illinois
$414K +$429K +7,596 New
SWM
91
Silverlake Wealth Management
Vermont
$401K +$339 +6 +0.1%
Jane Street
92
Jane Street
New York
$347K +$360K +6,373 New
PA
93
Parallel Advisors
California
$327K -$32.5K -575 -9%
AAP
94
Arax Advisory Partners
Colorado
$324K +$336K +5,950 New
WMG
95
WESCAP Management Group
California
$321K +$67.2K +1,191 +25%
IFG
96
Independent Financial Group
California
$320K -$1.3K -23 -0.4%
Truist Financial
97
Truist Financial
North Carolina
$298K +$282 +5 +0.1%
LNWWM
98
Laird Norton Wetherby Wealth Management
California
$272K – – –
ES
99
Eagle Strategies
New York
$265K +$274K +4,859 New
CWC
100
Carolinas Wealth Consulting
North Carolina
$264K -$126K -2,238 -32%
2 3
4
5 6

XSVM Hedge Fund Activity: Q4 2024 in Review

134 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2024, worth a combined $482M — down 4.7% from $506M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XSVM positions and 15 closed out — a net gain of 8 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.29M. The largest seller was CIBC World Market, cutting an estimated $13.6M.

  • 134 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2024, up from 131 in Q3 2024.
  • Funds reported $482M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2024, down 4.7% quarter-over-quarter.
  • 23 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2024 and 15 closed out, a net change of +8 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $3.29M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2024 was CIBC World Market, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2024.