Invesco S&P SmallCap Value with Momentum ETF
XSVM
XSVM
127 hedge funds and large institutions have $458M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
5.17% more ownership
Funds ownership: 59.49% → 64.66% (+5.2%)
12% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 43
Holders
127
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$29.4M | |
| 2 | +$3.12M | |
| 3 | +$1.97M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.62M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.37M |
Top Sellers
| 1 | -$8.47M | |
| 2 | -$5.39M | |
| 3 | -$4.08M | |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.04M |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$1.76M |