Invesco S&P SmallCap Value with Momentum ETF
XSVM
124 hedge funds and large institutions have $339M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
9% more funds holding
Funds holding: 114 → 124 (+10)
2.39% more ownership
Funds ownership: 56.63% → 59.01% (+2.4%)
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
3% more capital invested
Capital invested by funds: $328M → $339M (+$10.5M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.84M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$7.57M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.79M |
| 4 |
Morgan Stanley
New York
|
+$1.69M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.87M |
| 2 |
BS
Banco Santander
Madrid,
Spain
|
-$4.92M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.34M |
| 4 |
AWM
Apex Wealth Management
Bedford,
New Hampshire
|
-$1.94M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.83M |
XSVM Hedge Fund Activity: Q4 2025 in Review
124 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q4 2025, worth a combined $339M — up 3.2% from $328M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new XSVM positions and 12 closed out — a net gain of 12 holders — while 42 added to existing stakes and 40 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $9.84M. The largest seller was Osaic Holdings, cutting an estimated $6.87M.
- 124 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q4 2025, up from 114 in Q3 2025.
- Funds reported $339M of Invesco S&P SmallCap Value with Momentum ETF stock for Q4 2025, up 3.2% quarter-over-quarter.
- 24 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q4 2025 and 12 closed out, a net change of +12 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q4 2025 was Janney Montgomery Scott, an estimated $9.84M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q4 2025 was Osaic Holdings, an estimated $6.87M sold.
Based on aggregated 13F filings for Q4 2025.