Invesco S&P SmallCap Value with Momentum ETF
XSVM
36 hedge funds and large institutions have $53.1M invested in Invesco S&P SmallCap Value with Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
58% more capital invested
Capital invested by funds: $33.6M → $53.1M (+$19.5M)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
6.13% more ownership
Funds ownership: 40.23% → 46.36% (+6.1%)
6% more funds holding
Funds holding: 34 → 36 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.47M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.34M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.28M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.28M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$6.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$979K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$975K |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$294K |
| 5 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$213K |
XSVM Hedge Fund Activity: Q4 2020 in Review
36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2020, worth a combined $53.1M — up 58% from $33.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XSVM positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $1.47M. The largest seller was Systelligence LLC, exiting entirely with an estimated $6.13M sold.
- 36 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2020, up from 34 in Q3 2020.
- Funds reported $53.1M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2020, up 58% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2020 and 4 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2020 was Bank of America, an estimated $1.47M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2020 was Systelligence LLC, an estimated $6.13M sold.
Based on aggregated 13F filings for Q4 2020.