Invesco S&P SmallCap Value with Momentum ETF
XSVM
119 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 13 closing their positions.
116% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 25
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
3.32% more ownership
Funds ownership: 51.44% → 54.75% (+3.3%)
3% more funds holding
Funds holding: 116 → 119 (+3)
4% more capital invested
Capital invested by funds: $304M → $316M (+$12.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$13.7M |
| 2 |
Morgan Stanley
New York
|
+$12.7M |
| 3 |
3F
360 Financial
Wayzata,
Minnesota
|
+$8.86M |
| 4 |
LPL Financial
San Diego,
California
|
+$7M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.8M |
| 2 |
Jane Street
New York
|
-$3.33M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.87M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.69M |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$1.65M |
XSVM Hedge Fund Activity: Q3 2022 in Review
119 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q3 2022, worth a combined $316M — up 4% from $304M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XSVM positions and 13 closed out — a net gain of 3 holders — while 54 added to existing stakes and 25 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $13.7M. The largest seller was Bank of America, cutting an estimated $16.8M.
- 119 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q3 2022, up from 116 in Q2 2022.
- Funds reported $316M of Invesco S&P SmallCap Value with Momentum ETF stock for Q3 2022, up 4% quarter-over-quarter.
- 16 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q3 2022 and 13 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $13.7M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q3 2022 was Bank of America, an estimated $16.8M sold.
Based on aggregated 13F filings for Q3 2022.