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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
NFA
126
Northwest Financial Advisors
Virginia
$1.9K +$1.71K +35 New
VAMG
127
Voisard Asset Management Group
Michigan
$1.68K +$1.52K +31 New
SMC
128
Smith, Moore & Co
Missouri
– -$1.76M -36,514 Closed
CAG
129
Curtis Advisory Group
California
– -$855K -17,763 Closed
GIA
130
Gladstone Institutional Advisory
Florida
– -$814K -16,906 Closed
SPC
131
Sigma Planning Corp
Michigan
– -$320K -6,638 Closed
AWM
132
Avaii Wealth Management
Wisconsin
– -$217K -4,500 Closed
UBS Group
133
UBS Group
Switzerland
– -$206K -4,275 Closed
SSWM
134
Sheets Smith Wealth Management
North Carolina
– -$54.9K -1,140 Closed
CCP
135
Carmel Capital Partners
California
– -$22.6K -469 Closed
CAL
136
Capital Analysts LLC
Pennsylvania
– -$16K -342 Closed
IPW
137
Impact Partnership Wealth
Georgia
– -$2.46K -51 Closed
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$1.83K -38 Closed
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.