Invesco S&P SmallCap Value with Momentum ETF
XSVM
91 hedge funds and large institutions have $241M invested in Invesco S&P SmallCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 6 closing their positions.
467% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 6
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
69% more capital invested
Capital invested by funds: $143M → $241M (+$98.2M)
38% more funds holding
Funds holding: 66 → 91 (+25)
6.29% more ownership
Funds ownership: 40.42% → 46.71% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.41M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.36M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.13M |
| 5 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$1.56M |
| 2 |
CCC
Crescent Capital Consulting
New Orleans,
Louisiana
|
-$926K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$773K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$469K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$463K |
XSVM Hedge Fund Activity: Q4 2021 in Review
91 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2021, worth a combined $241M — up 69% from $143M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new XSVM positions and 6 closed out — a net gain of 28 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $1.56M.
- 91 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2021, up from 66 in Q3 2021.
- Funds reported $241M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2021, up 69% quarter-over-quarter.
- 34 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2021 and 6 closed out, a net change of +28 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2021 was Morgan Stanley, an estimated $10.4M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $1.56M sold.
Based on aggregated 13F filings for Q4 2021.