Invesco S&P SmallCap Value with Momentum ETF
XSVM
XSVM
113 hedge funds and large institutions have $331M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 63 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
26
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.4M |
| 3 |
Morgan Stanley
New York
|
$19.5M |
| 4 |
LPL Financial
San Diego,
California
|
$56.5M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
$12.8M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
NEWAS
126
N.E.W. Advisory Services
De Pere,
Wisconsin
| – | -$63.7K | -1,270 | Closed |
|
|
MCM
127
MAI Capital Management
Independence,
Ohio
| – | -$34.1K | -680 | Closed |
|
|
AFS
128
Anderson Financial Strategies
Dayton,
Ohio
| – | -$12.5K | -249 | Closed |
|
|
GFPC
129
Global Financial Private Client
Sarasota,
Florida
| – | -$4.41K | -87 | Closed |
|
130
Russell Investments Group
London,
United Kingdom
| – | -$744 | -15 | Closed |
|