Invesco S&P SmallCap Value with Momentum ETF
XSVM
134 hedge funds and large institutions have $482M invested in Invesco S&P SmallCap Value with Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
30% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 40
2% more funds holding
Funds holding: 131 → 134 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less capital invested
Capital invested by funds: $506M → $482M (-$24M)
1.15% less ownership
Funds ownership: 61.84% → 60.69% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.29M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.32M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.2M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.22M |
| 5 |
DWM
Dopkins Wealth Management
Williamsville,
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$13.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.55M |
| 3 |
Morgan Stanley
New York
|
-$2.32M |
| 4 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
-$2.05M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.69M |
XSVM Hedge Fund Activity: Q4 2024 in Review
134 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2024, worth a combined $482M — down 4.7% from $506M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new XSVM positions and 15 closed out — a net gain of 8 holders — while 52 added to existing stakes and 40 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.29M. The largest seller was CIBC World Market, cutting an estimated $13.6M.
- 134 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2024, up from 131 in Q3 2024.
- Funds reported $482M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2024, down 4.7% quarter-over-quarter.
- 23 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2024 and 15 closed out, a net change of +8 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $3.29M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2024 was CIBC World Market, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2024.