Invesco S&P SmallCap Value with Momentum ETF
XSVM
126 hedge funds and large institutions have $1.37B invested in Invesco S&P SmallCap Value with Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 13 closing their positions.
334% more capital invested
Capital invested by funds: $316M → $1.37B (+$1.05B)
80% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 30
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 119 → 126 (+7)
3.02% more ownership
Funds ownership: 54.75% → 57.77% (+3%)
9% less call options, than puts
Call options by funds: $50K | Put options by funds: $55K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.67M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.34M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.14M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$4.74M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.95M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.47M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.32M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.51M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$995K |
XSVM Hedge Fund Activity: Q4 2022 in Review
126 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2022, worth a combined $1.37B — up 334% from $316M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XSVM positions and 13 closed out — a net gain of 8 holders — while 54 added to existing stakes and 30 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.67M. The largest seller was Wells Fargo, cutting an estimated $8.95M.
- 126 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2022, up from 119 in Q3 2022.
- Funds reported $1.37B of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2022, up 334% quarter-over-quarter.
- 21 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2022 and 13 closed out, a net change of +8 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2022 was LPL Financial, an estimated $9.67M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2022 was Wells Fargo, an estimated $8.95M sold.
Based on aggregated 13F filings for Q4 2022.