Invesco S&P SmallCap Value with Momentum ETF
XSVM
33 hedge funds and large institutions have $23.6M invested in Invesco S&P SmallCap Value with Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $21.5M → $23.6M (+$2.1M)
3% more funds holding
Funds holding: 32 → 33 (+1)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
5.92% less ownership
Funds ownership: 40.7% → 34.79% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
| 2 |
LPL Financial
San Diego,
California
|
+$371K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$268K |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$220K |
| 5 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$2.69M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$861K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$631K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$149K |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$96.9K |
XSVM Hedge Fund Activity: Q2 2020 in Review
33 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q2 2020, worth a combined $23.6M — up 9.8% from $21.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XSVM positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $1.25M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $2.69M sold.
- 33 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q2 2020, up from 32 in Q1 2020.
- Funds reported $23.6M of Invesco S&P SmallCap Value with Momentum ETF stock for Q2 2020, up 9.8% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q2 2020 and 5 closed out, a net change of +1 holder.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q2 2020 was Bank of America, an estimated $1.25M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q2 2020 was Cardan Capital Partners, an estimated $2.69M sold.
Based on aggregated 13F filings for Q2 2020.