Invesco S&P SmallCap Value with Momentum ETF
XSVM
115 hedge funds and large institutions have $333M 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, 27 increasing their positions, 64 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.99% less ownership
Funds ownership: 61.05% → 58.06% (-3%)
5% less funds holding
Funds holding: 121 → 115 (-6)
13% less capital invested
Capital invested by funds: $381M → $333M (-$48M)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
58% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.43M |
| 2 |
3F
360 Financial
Wayzata,
Minnesota
|
+$913K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$894K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$850K |
| 5 |
DWM
Dopkins Wealth Management
Williamsville,
New York
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$15.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.53M |
| 3 |
Morgan Stanley
New York
|
-$8.07M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.96M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
126
Park Avenue Securities
New York
| – | -$225K | -4,473 | Closed |
|
127
Comerica Bank
Dallas,
Texas
| – | -$117K | -2,337 | Closed |
|
|
NEWAS
128
N.E.W. Advisory Services
De Pere,
Wisconsin
| – | -$63.7K | -1,270 | Closed |
|
|
MCM
129
MAI Capital Management
Independence,
Ohio
| – | -$34.1K | -680 | Closed |
|
|
AFS
130
Anderson Financial Strategies
Dayton,
Ohio
| – | -$12.5K | -249 | Closed |
|
|
GFPC
131
Global Financial Private Client
Sarasota,
Florida
| – | -$4.41K | -87 | Closed |
|
132
Russell Investments Group
London,
United Kingdom
| – | -$744 | -15 | Closed |
|
XSVM Hedge Fund Activity: Q2 2025 in Review
115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q2 2025, worth a combined $333M — down 13% from $381M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of XSVM and 11 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 27 added.
The largest buyer was UBS Group, adding an estimated $1.43M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $15.8M.
- 115 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q2 2025, down from 121 in Q1 2025.
- Funds reported $333M of Invesco S&P SmallCap Value with Momentum ETF stock for Q2 2025, down 13% quarter-over-quarter.
- 11 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q2 2025 and 16 closed out, a net change of -5 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q2 2025 was UBS Group, an estimated $1.43M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2025.