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Invesco S&P SmallCap Value with Momentum ETF
XSVM

128 hedge funds and large institutions have $459M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more capital invested

Capital invested by funds: $372M → $459M (+$86.5M)

21% more funds holding

Funds holding: 106 → 128 (+22)

5.23% more ownership

Funds ownership: 59.49% → 64.72% (+5.2%)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
128
Holders Change
+22
Holders Change %
+20.75%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
34
Increased
38
Reduced
43
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$26.6M
2
AA
Altman Advisors
Illinois
+$2.82M
3
PWA
Primoris Wealth Advisors
Florida
+$1.78M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.47M
5
AAS
Avantax Advisory Services
Texas
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.87M
3
LPL Financial
LPL Financial
California
-$3.68M
4
RJA
Raymond James & Associates
Florida
-$3.65M
5
SMC
Smith, Moore & Co
Missouri
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
101
SYM Financial Corp
Indiana
$108K – – –
PTC
102
Private Trust Company
Ohio
$107K -$294 -6 -0.3%
AIM
103
Acropolis Investment Management
Missouri
$106K +$95.7K +1,955 New
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$75.6K +$68.3K +1,395 New
CPG
105
Cornerstone Planning Group
New Jersey
$72.5K -$8.46K -173 -11%
BWM
106
Baystate Wealth Management
Massachusetts
$61.8K +$196 +4 +0.4%
BCMIO
107
Beacon Capital Management Inc (Ohio)
Ohio
$60.5K -$391 -8 -0.7%
HI
108
Harbour Investments
Wisconsin
$58.5K +$98 +2 +0.2%
SPIA
109
Steward Partners Investment Advisory
New York
$55.3K -$25.2K -515 -34%
FCAS
110
First Command Advisory Services
Texas
$36.6K – – –
HIA
111
Harbor Investment Advisory
Maryland
$35.2K – – –
IGWM
112
ICA Group Wealth Management
Colorado
$33.3K +$30K +614 New
WIA
113
Wetzel Investment Advisors
Indiana
$23K +$21K +430 New
WCAMG
114
Woodard & Company Asset Management Group
North Carolina
$13K -$2.45K -50 -17%
CA
115
Clearstead Advisors
Ohio
$12.9K -$11.6K -238 -50%
IA
116
IFP Advisors
Florida
$10.6K +$9.54K +195 New
AWM
117
Able Wealth Management
New Jersey
$9.61K +$8.66K +177 New
GFPC
118
Global Financial Private Client
Florida
$8.29K +$7.49K +153 New
GWSG
119
GPS Wealth Strategies Group
Colorado
$7.91K +$7.14K +146 New
US Bancorp
120
US Bancorp
Minnesota
$7.26K -$29.1K -594 -82%
KFS
121
Kelly Financial Services
Massachusetts
$7.15K – – –
NA
122
NewEdge Advisors
Louisiana
$5.96K – – –
ASN
123
Advisory Services Network
Georgia
$5.42K +$4.89K +100 New
PB
124
Pinnacle Bancorp
Nebraska
$3.74K – – –
GWS
125
Glassman Wealth Services
Virginia
$2.38K +$2.15K +44 New
2 3 4
5
6

XSVM Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2023, worth a combined $459M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new XSVM positions and 11 closed out — a net gain of 23 holders — while 38 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $7.65M.

  • 128 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2023, up from 106 in Q3 2023.
  • Funds reported $459M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 34 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2023 and 11 closed out, a net change of +23 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $26.6M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $7.65M sold.

Based on aggregated 13F filings for Q4 2023.