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Invesco S&P SmallCap Value with Momentum ETF
XSVM

114 hedge funds and large institutions have $328M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 115 → 114 (-1)

1% less capital invested

Capital invested by funds: $333M → $328M (-$4.63M)

1.43% less ownership

Funds ownership: 58.06% → 56.63% (-1.4%)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BS
Banco Santander
Spain
+$14.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$6.33M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.06M
4
AA
Altman Advisors
Illinois
+$2.01M
5
PAG
Private Advisor Group
New Jersey
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.3M
2
LPL Financial
LPL Financial
California
-$10.2M
3
Two Sigma Investments
Two Sigma Investments
New York
-$3M
4
UBS Group
UBS Group
Switzerland
-$2.91M
5
HAS
HBW Advisory Services
California
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
76
Maia Wealth
Colorado
$263K +$263K +4,772 New
EAM
77
Evanson Asset Management
California
$252K – – –
OIA
78
OneDigital Investment Advisors
Kansas
$248K +$662 +12 +0.3%
WMG
79
WESCAP Management Group
California
$244K +$1.65K +30 +0.7%
TA
80
TruWealth Advisors
Louisiana
$236K – – –
Jane Street
81
Jane Street
New York
$236K +$230K +4,176 New
Truist Financial
82
Truist Financial
North Carolina
$235K +$496 +9 +0.2%
SFC
83
Swisher Financial Concepts
Ohio
$223K +$218K +3,951 New
PAS
84
Park Avenue Securities
New York
$212K +$207K +3,753 New
SSWM
85
Sheets Smith Wealth Management
North Carolina
$211K +$206K +3,740 New
UWPG
86
Ullmann Wealth Partners Group
Florida
$204K +$199K +3,612 New
CA
87
CoreCap Advisors
Michigan
$164K +$23.3K +423 +17%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$138K +$58K +1,052 +76%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$117K -$24.4K -443 -18%
SFC
90
SYM Financial Corp
Indiana
$113K – – –
PTC
91
Private Trust Company
Ohio
$101K -$18.5K -336 -16%
RMP
92
Richards, Merrill & Peterson
Washington
$84.7K – – –
JP Morgan Chase
93
JP Morgan Chase
New York
$68.1K +$66.6K +1,207 New
CPG
94
Cornerstone Planning Group
New Jersey
$66.2K +$441 +8 +0.7%
HAP
95
Harbor Asset Planning
Massachusetts
$54.2K +$386 +7 +0.7%
WANY
96
Wealthspire Advisors (New York)
New York
$52.7K +$51.5K +934 New
AWM
97
AE Wealth Management
Kansas
$52K -$827 -15 -2%
GRP
98
Global Retirement Partners
California
$40.9K -$5.24K -95 -12%
FFA
99
Farther Finance Advisors
California
$40.9K -$2.54K -46 -6%
HIA
100
Harbor Investment Advisory
Maryland
$36.7K – – –
1 2 3
4
5

XSVM Hedge Fund Activity: Q3 2025 in Review

114 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q3 2025, worth a combined $328M — down 1.4% from $333M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XSVM positions and 10 closed out — a net gain of 4 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $14.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $14.3M.

  • 114 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q3 2025, down from 115 in Q2 2025.
  • Funds reported $328M of Invesco S&P SmallCap Value with Momentum ETF stock for Q3 2025, down 1.4% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q3 2025 and 10 closed out, a net change of +4 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q3 2025 was Banco Santander, an estimated $14.6M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2025.