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Invesco S&P SmallCap Value with Momentum ETF
XSVM

121 hedge funds and large institutions have $381M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% more ownership

Funds ownership: 60.69% → 61.05% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

10% less funds holding

Funds holding: 134 → 121 (-13)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

21% less capital invested

Capital invested by funds: $482M → $381M (-$102M)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
121
Holders Change
-13
Holders Change %
-9.7%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
46
Reduced
54
Closed
20
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
CWM
Congress Wealth Management
Massachusetts
+$6.59M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.48M
3
Bank of America
Bank of America
North Carolina
+$2.26M
4
AAP
Arax Advisory Partners
Colorado
+$1.85M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$24.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$8.48M
3
FFN
Focus Financial Network
Minnesota
-$6.35M
4
AFS
Anderson Financial Strategies
Ohio
-$6.25M
5
IWS
Insight Wealth Strategies
California
-$5.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
76
Institute for Wealth Management
Colorado
$489K – – –
Creative Planning
77
Creative Planning
Kansas
$464K -$107 -2 -0%
ACM
78
Armbruster Capital Management
New York
$457K -$9.97K -187 -2%
LBC
79
Leigh Baldwin & Co
New York
$449K +$3.63K +68 +0.8%
4WM
80
49 Wealth Management
Texas
$441K -$308K -5,786 -40%
TSS
81
Two Sigma Securities
New York
$422K +$449K +8,414 New
Citadel Advisors
82
Citadel Advisors
Florida
$419K -$149K -2,788 -25%
FTUS
83
Flow Traders U.S.
New York
$381K +$405K +7,594 New
SPC
84
Sigma Planning Corp
Michigan
$363K -$19.2K -361 -5%
OIA
85
OneDigital Investment Advisors
Kansas
$330K -$2.7M -50,690 -89%
ES
86
Eagle Strategies
New York
$320K +$81.1K +1,522 +31%
WMG
87
WESCAP Management Group
California
$305K +$9.54K +179 +3%
PA
88
Parallel Advisors
California
$301K – – –
SWM
89
Silverlake Wealth Management
Vermont
$270K -$106K -1,989 -27%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$265K +$282K +5,281 New
IFG
91
Independent Financial Group
California
$264K -$32.7K -613 -10%
CWC
92
Carolinas Wealth Consulting
North Carolina
$244K +$853 +16 +0.3%
Truist Financial
93
Truist Financial
North Carolina
$234K -$43.2K -810 -15%
PAS
94
Park Avenue Securities
New York
$225K +$238K +4,473 New
EAM
95
Evanson Asset Management
California
$224K – – –
TA
96
TruWealth Advisors
Louisiana
$215K -$452K -8,478 -66%
KAS
97
Kestra Advisory Services
Texas
$205K +$15.9K +299 +8%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$150K +$57.8K +1,084 +57%
CA
99
CoreCap Advisors
Michigan
$124K +$10.5K +197 +9%
Comerica Bank
100
Comerica Bank
Texas
$117K – – –
2 3
4
5 6

XSVM Hedge Fund Activity: Q1 2025 in Review

121 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2025, worth a combined $381M — down 21% from $482M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of XSVM and 10 opened new positions — a net loss of 10 holders — while 54 trimmed existing stakes and 46 added.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $6.59M. The largest seller was LPL Financial, cutting an estimated $24.2M.

  • 121 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2025, down from 134 in Q4 2024.
  • Funds reported $381M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 10 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2025 and 20 closed out, a net change of -10 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2025 was Congress Wealth Management, an estimated $6.59M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2025 was LPL Financial, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2025.