Invesco S&P SmallCap Value with Momentum ETF
XSVM
109 hedge funds and large institutions have $367M invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 9 closing their positions.
233% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 9
213% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 16
52% more capital invested
Capital invested by funds: $241M → $367M (+$126M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more funds holding
Funds holding: 91 → 109 (+18)
2.47% more ownership
Funds ownership: 46.71% → 49.18% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.67M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.22M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$1.19M |
| 3 |
Jane Street
New York
|
-$1.13M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.03M |
| 5 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
-$708K |
XSVM Hedge Fund Activity: Q1 2022 in Review
109 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2022, worth a combined $367M — up 52% from $241M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new XSVM positions and 9 closed out — a net gain of 21 holders — while 50 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $22.4M. The largest seller was Atria Investments, exiting entirely with an estimated $1.22M sold.
- 109 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2022, up from 91 in Q4 2021.
- Funds reported $367M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2022, up 52% quarter-over-quarter.
- 30 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2022 and 9 closed out, a net change of +21 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2022 was Bank of America, an estimated $22.4M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2022 was Atria Investments, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2022.