Invesco S&P SmallCap Value with Momentum ETF
XSVM
35 hedge funds and large institutions have $42.2M invested in Invesco S&P SmallCap Value with Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 5 closing their positions.
17% more capital invested
Capital invested by funds: $36.2M → $42.2M (+$5.97M)
0.11% more ownership
Funds ownership: 45.54% → 45.65% (+0.11%)
5% less funds holding
Funds holding: 37 → 35 (-2)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.88M |
| 2 |
LPL Financial
San Diego,
California
|
+$656K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$478K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$351K |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.06M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$205K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$106K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$102K |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$73.1K |
XSVM Hedge Fund Activity: Q4 2019 in Review
35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2019, worth a combined $42.2M — up 17% from $36.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of XSVM and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $1.88M. The largest seller was Royal Bank of Canada, cutting an estimated $3.06M.
- 35 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2019, down from 37 in Q3 2019.
- Funds reported $42.2M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2019, up 17% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2019 and 5 closed out, a net change of -2 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2019 was Morgan Stanley, an estimated $1.88M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $3.06M sold.
Based on aggregated 13F filings for Q4 2019.