We are live on ! Find out more
XSVM icon

Invesco S&P SmallCap Value with Momentum ETF
XSVM

127 hedge funds and large institutions have $316M invested in Invesco S&P SmallCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

2% more funds holding

Funds holding: 124 → 127 (+3)

2.93% less ownership

Funds ownership: 59.01% → 56.08% (-2.9%)

7% less capital invested

Capital invested by funds: $339M → $316M (-$22.6M)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSCM
Del-Sette Capital Management
New York
+$2.49M
2
AWM
Apex Wealth Management
New Hampshire
+$2.11M
3
IAA
Independent Advisor Alliance
North Carolina
+$1.43M
4
AssetMark Inc
AssetMark Inc
California
+$1.29M
5
Mariner
Mariner
Kansas
+$969K

Top Sellers

1
VA
Valmark Advisers
Ohio
-$18.7M
2
TFP
Traction Financial Partners
Wyoming
-$9.06M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.36M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.12M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
126
Financial Gravity Asset Management
Texas
$362 -$9.73K -160 -96%
SIS
127
Sound Income Strategies
Florida
$13 – – –
Charles Schwab
128
Charles Schwab
California
– -$1.03M -17,963 Closed
PAS
129
Park Avenue Securities
New York
– -$214K -3,753 Closed
HF
130
HRT Financial
New York
– -$205K -3,593 Closed
KAS
131
Kestra Advisory Services
Texas
– -$39.5K -691 Closed
GAFA
132
Garton & Associates Financial Advisors
Kentucky
– -$31.5K -552 Closed
CP
133
Camelot Portfolios
Ohio
– -$20.9K -365 Closed
DF
134
DecisionPoint Financial
Arizona
– -$20.4K -357 Closed
SAM
135
Smartleaf Asset Management
Massachusetts
– -$8.71K -151 Closed
IIM
136
IFC & Insurance Marketing
California
– -$6K -105 Closed
JWM
137
Jessup Wealth Management
Ohio
– -$5.43K -95 Closed
FHA
138
Flagship Harbor Advisors
Massachusetts
– -$3.5K -61 Closed
2 3 4 5
6