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Invesco S&P SmallCap Value with Momentum ETF
XSVM

115 hedge funds and large institutions have $333M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2.99% less ownership

Funds ownership: 61.05% → 58.06% (-3%)

5% less funds holding

Funds holding: 121 → 115 (-6)

13% less capital invested

Capital invested by funds: $381M → $333M (-$48M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

58% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 64

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
27
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.43M
2
3F
360 Financial
Minnesota
+$913K
3
Osaic Holdings
Osaic Holdings
Arizona
+$894K
4
VA
Valmark Advisers
Ohio
+$850K
5
DWM
Dopkins Wealth Management
New York
+$838K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$15.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.53M
3
Morgan Stanley
Morgan Stanley
New York
-$8.07M
4
LPL Financial
LPL Financial
California
-$6.96M
5
AAS
Avantax Advisory Services
Texas
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$382K -$512K -10,390 -59%
ES
77
Eagle Strategies
New York
$352K +$19.5K +396 +6%
IFG
78
Independent Financial Group
California
$348K +$71.3K +1,446 +28%
PA
79
Parallel Advisors
California
$312K – – –
SPC
80
Sigma Planning Corp
Michigan
$311K -$61.9K -1,256 -17%
AWS
81
Atria Wealth Solutions
New York
$296K -$239K -4,859 -46%
SWM
82
Silverlake Wealth Management
Vermont
$280K +$394 +8 +0.1%
BAAM
83
Baker Avenue Asset Management
California
$260K +$246K +5,000 New
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$260K +$246K +5,000 New
EAM
85
Evanson Asset Management
California
$232K – – –
OIA
86
OneDigital Investment Advisors
Kansas
$228K -$108K -2,191 -33%
WMG
87
WESCAP Management Group
California
$223K -$88.2K -1,789 -29%
TA
88
TruWealth Advisors
Louisiana
$217K -$5.27K -107 -2%
Truist Financial
89
Truist Financial
North Carolina
$216K -$25K -507 -11%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$131K -$23.3K -472 -16%
CA
91
CoreCap Advisors
Michigan
$129K – – –
PTC
92
Private Trust Company
Ohio
$111K +$12.3K +250 +13%
SFC
93
SYM Financial Corp
Indiana
$104K – – –
AAS
94
Ameritas Advisory Services
Nebraska
$78.7K +$74.6K +1,514 New
RMP
95
Richards, Merrill & Peterson
Washington
$78K – – –
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$72K -$22.8K -463 -25%
CPG
97
Cornerstone Planning Group
New Jersey
$63.3K +$296 +6 +0.5%
BCMIO
98
Beacon Capital Management Inc (Ohio)
Ohio
$55.7K +$52.8K +1,072 New
HAP
99
Harbor Asset Planning
Massachusetts
$49.6K +$47K +954 New
AWM
100
AE Wealth Management
Kansas
$48.7K -$10.8K -219 -19%
2 3
4
5 6

XSVM Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q2 2025, worth a combined $333M — down 13% from $381M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of XSVM and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 27 added.

The largest buyer was UBS Group, adding an estimated $1.43M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $15.8M.

  • 115 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q2 2025, down from 121 in Q1 2025.
  • Funds reported $333M of Invesco S&P SmallCap Value with Momentum ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q2 2025 and 16 closed out, a net change of -5 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q2 2025 was UBS Group, an estimated $1.43M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2025.