Invesco S&P SmallCap Value with Momentum ETF
XSVM
121 hedge funds and large institutions have $381M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 20 closing their positions.
0.36% more ownership
Funds ownership: 60.69% → 61.05% (+0.36%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
10% less funds holding
Funds holding: 134 → 121 (-13)
15% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 54
21% less capital invested
Capital invested by funds: $482M → $381M (-$102M)
50% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $5K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$6.59M |
| 2 |
Two Sigma Investments
New York
|
+$3.48M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.26M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$1.85M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$24.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$8.48M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$6.35M |
| 4 |
AFS
Anderson Financial Strategies
Dayton,
Ohio
|
-$6.25M |
| 5 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$5.56M |
XSVM Hedge Fund Activity: Q1 2025 in Review
121 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2025, worth a combined $381M — down 21% from $482M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of XSVM and 10 opened new positions — a net loss of 10 holders — while 54 trimmed existing stakes and 46 added.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $6.59M. The largest seller was LPL Financial, cutting an estimated $24.2M.
- 121 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2025, down from 134 in Q4 2024.
- Funds reported $381M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2025, down 21% quarter-over-quarter.
- 10 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2025 and 20 closed out, a net change of -10 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2025 was Congress Wealth Management, an estimated $6.59M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2025 was LPL Financial, an estimated $24.2M sold.
Based on aggregated 13F filings for Q1 2025.