Invesco S&P SmallCap Value with Momentum
XSVM • ARCA
Invesco S&P SmallCap Value with Momentum is an exchange-traded fund on ARCA. As of Q3 2025, 112 institutional investors hold shares in this ETF, with total holdings valued at $326.9M. LPL Financial LLC is the largest holder with a position valued at $51.0M.
Overview
Overview of institutional ownership in XSVM as of Q3 2025
All Institutions
- Institutions
- 112
- Value Held
- $326.9M
- Shares Held
- 5.8M
- Avg Position
- $2.9M
- Median Position
- $548.8K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $5.1M
- Shares Held
- 91.0K
- Avg Position
- $1.7M
- Median Position
- $1.3M
Biggest Investors
Institutions with the largest positions in XSVM as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $51.0M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $26.4M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $21.7M 0.00% of portfolio |
 Valmark Advisers, Inc. RIA/Wealth | $17.6M 0.23% of portfolio |
 360 Financial, Inc. RIA/Wealth | $17.6M 5.68% of portfolio |
B Banco Santander, S.A. Institution | $14.9M 0.13% of portfolio |
A Advisor Group Holdings, Inc. Institution | $14.9M 0.02% of portfolio |
 CWM, LLC RIA/Wealth | $13.4M 0.04% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $9.7M 0.01% of portfolio |
 Traction Financial Partners, LLC RIA/Wealth | $9.6M 5.91% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XSVM in Q3 2025
- Traded
- −$12.4M
- Buyers
- 48
- Sellers
- 61
- Total Bought
- +$34.8M
- Total Sold
- −$47.1M
- Avg Position
- $2.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
B Banco Santander, S.A. Institution | +$14.9M +264.8K shares |
A Advisor Group Holdings, Inc. Institution | +$6.5M +114.7K shares |
 Cetera Investment Advisers RIA/Wealth | +$5.2M +91.7K shares |
 Altman Advisors, Inc. Family Office | +$2.1M +36.4K shares |
 Private Advisor Group, LLC RIA/Wealth | +$1.1M +19.1K shares |
Valmark Advisers, Inc. RIA/Wealth | +$897.5K +15.9K shares |
Traction Financial Partners, LLC RIA/Wealth | +$609.4K +10.8K shares |
MORGAN STANLEY RIA/Wealth | +$561.3K +9.9K shares |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$268.3K +4.8K shares |
 Maia Wealth LLC RIA/Wealth | +$262.8K +4.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$14.6M −259.2K shares |
L LPL Financial LLC Institution | −$10.4M −184.3K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$3.1M −54.4K shares |
 UBS Group AG Institution | −$3.0M −52.8K shares |
 Kingstone Capital Partners Texas, LLC RIA/Wealth | −$1.9M −37.4K shares |
 HBW Advisory Services LLC RIA/Wealth | −$1.3M −25.0K shares |
R ROYAL BANK OF CANADA Institution | −$1.2M −21.8K shares |
 Janney Montgomery Scott LLC RIA/Wealth | −$994.6K −17.6K shares |
CWM, LLC RIA/Wealth | −$903.1K −16.0K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$869.2K −15.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XSVM in Q3 2025
- New Positions
- 5
- New Value
- $15.3M
- Exited Positions
- 11
- Exited Value
- $7.0M
New Positions
| Institution | Position Value |
|---|---|
B Banco Santander, S.A. Institution | $14.9M 264.8K shares |
Maia Wealth LLC RIA/Wealth | $262.8K 4.8K shares |
 Sontag Advisory, LLC RIA/Wealth | $52.7K 934.0 shares |
M Main Street Group, LTD Institution | $4.5K 79.0 shares |
 Rockefeller Capital Management L.P. Long Only Manager | $3.0K 52.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kingstone Capital Partners Texas, LLC RIA/Wealth | $1.9M 37.4K shares |
HBW Advisory Services LLC RIA/Wealth | $1.3M 25.0K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | $868.8K 16.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $808.2K 15.5K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $729.8K 14.0K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $664.4K 12.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $393.2K 7.6K shares |
 Baker Avenue Asset Management, LP RIA/Wealth | $260.0K 5.0K shares |
A AMERIFLEX GROUP, INC. Institution | $12.9K 249.0 shares |
S SIMPLEX TRADING, LLC Institution | $8.8K 169.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in XSVM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with XSVM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Traction Financial Partners, LLC RIA/Wealth | 5.91% $9.6M |
360 Financial, Inc. RIA/Wealth | 5.68% $17.6M |
 Bestgate Wealth Advisors, LLC RIA/Wealth | 3.13% $1.8M |
Altman Advisors, Inc. Family Office | 2.60% $7.0M |
 Kellett Schaffner Wealth Advisors LLC RIA/Wealth | 2.20% $3.6M |
 Apex Wealth Management, LLC RIA/Wealth | 1.39% $1.9M |
W Williams & Novak, LLC Institution | 1.10% $1.4M |
D DOPKINS WEALTH MANAGEMENT, LLC RIA/Wealth | 1.05% $2.5M |
 Fortress Wealth Management, Inc. RIA/Wealth | 0.85% $1.8M |
 LOWERY THOMAS, LLC RIA/Wealth | 0.83% $1.4M |
Hedge Fund Spotlight
Discover hedge funds investing in XSVM
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco S&P SmallCap Value with Momentum
- Market Value
- $760.9K
- Shares Held
- 13.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
