Invesco S&P SmallCap Value with Momentum ETF
XSVM
135 hedge funds and large institutions have $452M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 11 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 33
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
4% more funds holding
Funds holding: 130 → 135 (+5)
0.7% less ownership
Funds ownership: 60.59% → 59.89% (-0.7%)
6% less capital invested
Capital invested by funds: $478M → $452M (-$26.8M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.02M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$4.75M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$3.72M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$3.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
-$13.3M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$9.02M |
| 3 |
PWA
Primoris Wealth Advisors
North Palm Beach,
Florida
|
-$2.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.62M |
| 5 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
-$1.62M |
XSVM Hedge Fund Activity: Q2 2024 in Review
135 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q2 2024, worth a combined $452M — down 5.6% from $478M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XSVM positions and 11 closed out — a net gain of 8 holders — while 63 added to existing stakes and 33 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.02M. The largest seller was 49 Wealth Management, cutting an estimated $13.3M.
- 135 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q2 2024, up from 130 in Q1 2024.
- Funds reported $452M of Invesco S&P SmallCap Value with Momentum ETF stock for Q2 2024, down 5.6% quarter-over-quarter.
- 19 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q2 2024 and 11 closed out, a net change of +8 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q2 2024 was LPL Financial, an estimated $9.02M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q2 2024 was 49 Wealth Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2024.