Invesco S&P SmallCap Value with Momentum ETF
XSVM
130 hedge funds and large institutions have $478M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 16 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 37
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
2% more funds holding
Funds holding: 128 → 130 (+2)
4% more capital invested
Capital invested by funds: $459M → $478M (+$19.7M)
4.13% less ownership
Funds ownership: 64.72% → 60.59% (-4.1%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.67M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.19M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.71M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.65M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$30.3M |
| 2 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
-$4.43M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$2.34M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.06M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.41M |
XSVM Hedge Fund Activity: Q1 2024 in Review
130 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2024, worth a combined $478M — up 4.3% from $459M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XSVM positions and 16 closed out — a net gain of 3 holders — while 56 added to existing stakes and 37 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $6.67M. The largest seller was Morgan Stanley, cutting an estimated $30.3M.
- 130 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2024, up from 128 in Q4 2023.
- Funds reported $478M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
- 19 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2024 and 16 closed out, a net change of +3 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2024 was Janney Montgomery Scott, an estimated $6.67M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.3M sold.
Based on aggregated 13F filings for Q1 2024.