Invesco S&P SmallCap Value with Momentum ETF
XSVM
130 hedge funds and large institutions have $368M invested in Invesco S&P SmallCap Value with Momentum ETF in 2026 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
16% more capital invested
Capital invested by funds: $318M → $368M (+$50.1M)
2% more funds holding
Funds holding: 128 → 130 (+2)
0.75% more ownership
Funds ownership: 56.4% → 57.15% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
21% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$17.2M |
| 2 |
NWWA
New Wave Wealth Advisors
Springdale,
Arkansas
|
+$1.92M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$1.73M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.57M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.61M |
| 2 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
-$2.57M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.14M |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.39M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.35M |
XSVM Hedge Fund Activity: Q2 2026 in Review
130 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) for Q2 2026, worth a combined $368M — up 16% from $318M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XSVM positions and 8 closed out — a net gain of 6 holders — while 42 added to existing stakes and 53 trimmed.
The largest buyer was CIBC World Market, adding an estimated $17.2M. The largest seller was LPL Financial, cutting an estimated $2.61M.
- 130 institutional investors held Invesco S&P SmallCap Value with Momentum ETF (XSVM) as of Q2 2026, up from 128 in Q1 2026.
- Funds reported $368M of Invesco S&P SmallCap Value with Momentum ETF stock for Q2 2026, up 16% quarter-over-quarter.
- 14 funds opened new Invesco S&P SmallCap Value with Momentum ETF positions in Q2 2026 and 8 closed out, a net change of +6 holders.
- The largest Invesco S&P SmallCap Value with Momentum ETF buyer in Q2 2026 was CIBC World Market, an estimated $17.2M added.
- The largest Invesco S&P SmallCap Value with Momentum ETF seller in Q2 2026 was LPL Financial, an estimated $2.61M sold.
Based on aggregated 13F filings for Q2 2026.