Invesco S&P SmallCap Value with Momentum ETF
XSVM
128 hedge funds and large institutions have $318M invested in Invesco S&P SmallCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
3% more funds holding
Funds holding: 124 → 128 (+4)
2.61% less ownership
Funds ownership: 59.01% → 56.4% (-2.6%)
6% less capital invested
Capital invested by funds: $339M → $318M (-$20.8M)
13% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 47
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
+$2.49M |
| 2 |
AWM
Apex Wealth Management
Bedford,
New Hampshire
|
+$2.11M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.43M |
| 4 |
AssetMark Inc
Concord,
California
|
+$1.29M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$969K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$18.7M |
| 2 |
TFP
Traction Financial Partners
Encampment,
Wyoming
|
-$9.06M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$8.36M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.12M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.95M |
XSVM Hedge Fund Activity: Q1 2026 in Review
128 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q1 2026, worth a combined $318M — down 6.1% from $339M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XSVM positions and 11 closed out — a net gain of 6 holders — while 41 added to existing stakes and 47 trimmed.
The largest buyer was Del-Sette Capital Management, adding an estimated $2.49M. The largest seller was Valmark Advisers, cutting an estimated $18.7M.
- 128 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q1 2026, up from 124 in Q4 2025.
- Funds reported $318M of Invesco S&P SmallCap Value with Momentum ETF stock for Q1 2026, down 6.1% quarter-over-quarter.
- 17 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q1 2026 and 11 closed out, a net change of +6 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q1 2026 was Del-Sette Capital Management, an estimated $2.49M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q1 2026 was Valmark Advisers, an estimated $18.7M sold.
Based on aggregated 13F filings for Q1 2026.