Invesco S&P SmallCap Value with Momentum ETF
XSVM
32 hedge funds and large institutions have $21.5M invested in Invesco S&P SmallCap Value with Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 8 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
4.95% less ownership
Funds ownership: 45.65% → 40.7% (-4.9%)
9% less funds holding
Funds holding: 35 → 32 (-3)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
49% less capital invested
Capital invested by funds: $42.2M → $21.5M (-$20.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$996K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$995K |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$793K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$5.13M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.31M |
| 3 |
Morgan Stanley
New York
|
-$1.8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$504K |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$450K |
XSVM Hedge Fund Activity: Q1 2020 in Review
32 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2020, worth a combined $21.5M — down 49% from $42.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of XSVM and 7 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.38M. The largest seller was Cardan Capital Partners, cutting an estimated $5.13M.
- 32 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2020, down from 35 in Q4 2019.
- Funds reported $21.5M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2020, down 49% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2020 and 8 closed out, a net change of -1 holder.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2020 was Raymond James Financial Services Advisors, an estimated $1.38M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2020 was Cardan Capital Partners, an estimated $5.13M sold.
Based on aggregated 13F filings for Q1 2020.