Who Owns XSVM?
Invesco S&P SmallCap Value with Momentum ETF — Institutional Ownership & 13F Holdings
$66.06
+0.37 (+0.56%)
Market Cap
$585.5M
Shares Outstanding
8,587,934
Institutional Holders
120
Total Inst. Value
$223.9M
% of Float Held
—
QoQ Holder Change
+35
Institutional data as of Q1 2025
New Positions
27
Closed Positions
23
Increased
38
Decreased
44
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $27.0M | 538,250 |
| 2 | BANK OF AMERICA CORP /DE/ | $24.9M | 496,568 |
| 3 | 360 Financial, Inc. | $14.8M | 295,414 |
| 4 | Valmark Advisers, Inc. | $14.0M | 278,053 |
| 5 | Traction Financial Partners, LLCNew | $8.8M | 176,041 |
| 6 | Janney Montgomery Scott LLCNew | $7.6M | 152,098 |
| 7 | RAYMOND JAMES FINANCIAL INC | $7.0M | 139,535 |
| 8 | MML INVESTORS SERVICES, LLC | $6.6M | 131,101 |
| 9 | OSAIC HOLDINGS, INC. | $6.5M | 129,910 |
| 10 | CW Advisors, LLCNew | $6.2M | 123,587 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +42K | $24.9M |
| 360 Financial, Inc. | +12K | $14.8M |
| Valmark Advisers, Inc. | +10K | $14.0M |
| Traction Financial Partners, LLCNew | +176K | $8.8M |
| Janney Montgomery Scott LLCNew | +152K | $7.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LEIGH BALDWIN & CO., LLC | -474K | $449K |
| LPL Financial LLC | -454K | $62K |
| CWM, LLC | -159K | $29K |
| Anderson Financial Strategies, LLC | -117K | $13K |
| COMMONWEALTH EQUITY SERVICES, LLC | -96K | $30K |
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Frequently Asked Questions
How many institutional investors hold XSVM?
As of Q1 2025, 120 institutional investors report holding XSVM (Invesco S&P SmallCap Value with Momentum ETF) in their 13F filings.
Which hedge fund owns the most XSVM?
The largest institutional holder of XSVM is MORGAN STANLEY with $27.0M in shares.
Are institutions buying or selling XSVM?
This quarter, 27 institutions opened new positions in XSVM and 23 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.