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Invesco S&P SmallCap Value with Momentum ETF
XSVM
XSVM
124 hedge funds and large institutions have $339M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
9% more funds holding
Funds holding: 114 → 124 (+10)
2.39% more ownership
Funds ownership: 56.63% → 59.01% (+2.4%)
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
3% more capital invested
Capital invested by funds: $328M → $339M (+$10.5M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
42
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.87M |
| 2 |
BS
Banco Santander
Madrid,
Spain
|
-$4.92M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.34M |
| 4 |
AWM
Apex Wealth Management
Bedford,
New Hampshire
|
-$1.94M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LBC
126
Leigh Baldwin & Co
Cazenovia,
New York
| – | -$511K | -9,049 | Closed |
|
|
AWA
127
Arete Wealth Advisors
Chicago,
Illinois
| – | -$449K | -7,947 | Closed |
|
128
Jane Street
New York
| – | -$236K | -4,176 | Closed |
|
129
Truist Financial
Charlotte,
North Carolina
| – | -$235K | -4,162 | Closed |
|
|
UWPG
130
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| – | -$204K | -3,612 | Closed |
|
|
WANY
131
Wealthspire Advisors (New York)
New York
| – | -$52.7K | -934 | Closed |
|
|
GWSG
132
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$20K | -355 | Closed |
|
|
AAS
133
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$18.8K | -333 | Closed |
|
|
MSG
134
Main Street Group
Glen Allen,
Virginia
| – | -$4.46K | -79 | Closed |
|
135
Rockefeller Capital Management
New York
| – | -$2.97K | -52 | Closed |
|
|
PS
136
Principal Securities
Des Moines,
Iowa
| – | -$1.24K | -22 | Closed |
|