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Invesco S&P SmallCap Value with Momentum ETF
XSVM

134 hedge funds and large institutions have $482M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

2% more funds holding

Funds holding: 131 → 134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

5% less capital invested

Capital invested by funds: $506M → $482M (-$24M)

1.15% less ownership

Funds ownership: 61.84% → 60.69% (-1.2%)

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
52
Reduced
40
Closed
15
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.29M
2
LPL Financial
LPL Financial
California
+$2.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.2M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.22M
5
DWM
Dopkins Wealth Management
New York
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
CIBC World Market
CIBC World Market
Ontario, Canada
-$13.6M
2
Ameriprise
Ameriprise
Minnesota
-$7.55M
3
Morgan Stanley
Morgan Stanley
New York
-$2.32M
4
MA
MONECO Advisors
Connecticut
-$2.05M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$260K +$249K +4,417 +1,227%
EAM
102
Evanson Asset Management
California
$243K – – –
BWMG
103
Barnes Wealth Management Group
California
$226K +$234K +4,142 New
TC
104
TownSquare Capital
Utah
$207K -$39K -691 -15%
KAS
105
Kestra Advisory Services
Texas
$206K +$213K +3,782 New
SSWM
106
Sheets Smith Wealth Management
North Carolina
$204K – – –
PTC
107
Private Trust Company
Ohio
$132K +$37.2K +660 +37%
Comerica Bank
108
Comerica Bank
Texas
$127K – – –
CA
109
CoreCap Advisors
Michigan
$124K +$26.6K +472 +26%
SFC
110
SYM Financial Corp
Indiana
$109K – – –
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$107K +$2.43K +43 +2%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$104K +$169 +3 +0.2%
GRP
113
Global Retirement Partners
California
$103K +$282 +5 +0.3%
RMP
114
Richards, Merrill & Peterson
Washington
$81.7K +$84.7K +1,500 New
CPG
115
Cornerstone Planning Group
New Jersey
$66.3K +$226 +4 +0.3%
AWM
116
AE Wealth Management
Kansas
$53.5K +$55.5K +983 New
FGC
117
Financial Gravity Companies
Texas
$48.5K – – –
HI
118
Harbour Investments
Wisconsin
$41.7K -$3.33K -59 -7%
MCM
119
MAI Capital Management
Ohio
$37K +$38.4K +680 New
HIA
120
Harbor Investment Advisory
Maryland
$35.4K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$27K – – –
TWC
122
TD Waterhouse Canada
Ontario, Canada
$23.6K +$24.5K +434 New
AWM
123
Avior Wealth Management
Nebraska
$21.7K – – –
FFA
124
Farther Finance Advisors
California
$19.6K – – –
GWSG
125
GPS Wealth Strategies Group
Colorado
$17.9K +$2.03K +36 +12%
2 3 4
5
6

XSVM Hedge Fund Activity: Q4 2024 in Review

134 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2024, worth a combined $482M — down 4.7% from $506M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XSVM positions and 15 closed out — a net gain of 8 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.29M. The largest seller was CIBC World Market, cutting an estimated $13.6M.

  • 134 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2024, up from 131 in Q3 2024.
  • Funds reported $482M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2024, down 4.7% quarter-over-quarter.
  • 23 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2024 and 15 closed out, a net change of +8 holders.
  • The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $3.29M added.
  • The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2024 was CIBC World Market, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2024.