Waverly Advisors LLC lifted its position in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO – Free Report) by 76.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 25,136 shares of the company’s stock after acquiring an additional 10,915 shares during the period. Waverly Advisors LLC owned 0.08% of Invesco S&P SmallCap Momentum ETF worth $1,911,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Raymond James Financial Inc. grew its stake in Invesco S&P SmallCap Momentum ETF by 154.4% in the second quarter. Raymond James Financial Inc. now owns 1,033,548 shares of the company’s stock worth $70,302,000 after purchasing an additional 627,318 shares during the period. Thrivent Financial for Lutherans purchased a new position in Invesco S&P SmallCap Momentum ETF during the fourth quarter valued at $17,019,000. Cetera Investment Advisers lifted its position in Invesco S&P SmallCap Momentum ETF by 37.6% during the fourth quarter. Cetera Investment Advisers now owns 810,567 shares of the company’s stock valued at $58,369,000 after buying an additional 221,567 shares during the period. Core Wealth Advisors LLC bought a new stake in shares of Invesco S&P SmallCap Momentum ETF during the 4th quarter valued at $15,901,000. Finally, Orion Porfolio Solutions LLC boosted its holdings in shares of Invesco S&P SmallCap Momentum ETF by 1,298.5% during the 4th quarter. Orion Porfolio Solutions LLC now owns 234,273 shares of the company’s stock valued at $16,870,000 after buying an additional 217,521 shares in the last quarter.
Invesco S&P SmallCap Momentum ETF Price Performance
NYSEARCA:XSMO opened at $86.96 on Friday. The firm’s 50-day moving average price is $88.66 and its 200-day moving average price is $83.02. The company has a market capitalization of $3.03 billion, a PE ratio of 19.29 and a beta of 1.08. Invesco S&P SmallCap Momentum ETF has a 1-year low of $66.16 and a 1-year high of $93.68.
Invesco S&P SmallCap Momentum ETF Profile
The Invesco S&P SmallCap Momentum ETF (XSMO) is an exchange-traded fund that is based on the S&P Small Cap 600 Momentum index. The fund tracks an index of US small-caps stocks selected by momentum. Holdings are weighted by a combination of market cap and momentum. XSMO was launched on Mar 3, 2005 and is managed by Invesco.
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