Invesco S&P SmallCap Value with Momentum ETF
XSVM
XSVM
113 hedge funds and large institutions have $344M invested in Invesco S&P SmallCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
3% less funds holding
Funds holding: 117 → 113 (-4)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
Holders
113
Holding in Top 10
4
Calls
$51K
Puts
–
Top Buyers
1 | +$5.84M | |
2 | +$2.88M | |
3 | +$1.9M | |
4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.66M |
5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.33M |
Top Sellers
1 | -$13M | |
2 | -$9.3M | |
3 | -$6.49M | |
4 |
Bank of America
Charlotte,
North Carolina
|
-$5.57M |
5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$3.75M |