Invesco S&P SmallCap Value with Momentum ETF
XSVM
114 hedge funds and large institutions have $328M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 115 → 114 (-1)
1% less capital invested
Capital invested by funds: $333M → $328M (-$4.63M)
1.43% less ownership
Funds ownership: 58.06% → 56.63% (-1.4%)
30% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BS
Banco Santander
Madrid,
Spain
|
+$14.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.33M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.06M |
| 4 |
AA
Altman Advisors
Chicago,
Illinois
|
+$2.01M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$14.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$10.2M |
| 3 |
Two Sigma Investments
New York
|
-$3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.91M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$1.3M |
XSVM Hedge Fund Activity: Q3 2025 in Review
114 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q3 2025, worth a combined $328M — down 1.4% from $333M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XSVM positions and 10 closed out — a net gain of 4 holders — while 35 added to existing stakes and 50 trimmed.
The largest buyer was Banco Santander, opening a new position worth an estimated $14.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $14.3M.
- 114 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q3 2025, down from 115 in Q2 2025.
- Funds reported $328M of Invesco S&P SmallCap Value with Momentum ETF stock for Q3 2025, down 1.4% quarter-over-quarter.
- 14 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q3 2025 and 10 closed out, a net change of +4 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q3 2025 was Banco Santander, an estimated $14.6M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2025.