Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (XSMO)

264 + Investors. Track Smart Money conviction in XSMO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
9Q ▲
Buyers last Q
69%

Smart Money Signals — XSMO

Based on 264 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added XSMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
264 hedge funds hold XSMO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

177 buying81 selling
Last quarter: 177 funds were net buyers (48 opened a brand new position + 129 added to an existing one). Only 81 were sellers (64 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new XSMO position: 42 → 42 → 36 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 25% long-term, 33% new

25% conviction (2yr+) 43% medium 33% new
Of the 264 current holders: 65 (25%) held >2 years, 113 held 1–2 years, and 86 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~48 new funds/quarter

40 → 42 → 42 → 36 → 48 new funds/Q
New funds entering each quarter: 42 → 42 → 36 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 48% new entrants

26% veterans 26% 1-2yr 48% new
Of 264 current holders: 68 (26%) held 2+ years, 69 held 1–2 years, 127 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
15 of 264 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: XSMO

How many hedge funds hold XSMO — quarterly history vs. share price
Quarterly hedge fund ownership of XSMO vs. share price

Market Analysis: XSMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSMO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 6 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XSMO
2026 Q1 Stats Unlock in 16 days 264 + Investors

Track Smart Money conviction in XSMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 264 233 13.3%
13F Shares 21M 18M 11.77%
Total Value $1.49B $1.35B 10.21%
New Positions 48 36 +12
Increased Positions 129 119 +10
Closed Positions 17 18 -1
Reduced Positions 64 54 +10
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSMO

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Institutional Holders (2026 Q1)

264 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XSMO. Verified SEC 13F-HR filings.

Top 25 institutional holders of XSMO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrated Capital Management, LLC 3.55% 110,662 $8.4M
2 USAdvisors Wealth Management, LLC 2.64% 108,147 $8K
3 Armbruster Capital Management, Inc. 2.52% 202,501 $15.4M
4 Provident Wealth Management, LLC 2.34% 101,804 $7.7M
5 ArborFi Advisors, LLC 2.33% 37,502 $2.9M
6 Marmo Financial Group, LLC 1.99% 52,782 $4.0M
7 Financial Freedom, LLC 1.73% 45,726 $3.5M
8 Nvest Financial, LLC 1.53% 53,916 $4.1M
9 Family Investment Center, Inc. 1.52% 104,162 $7.9M
10 Noble Wealth Management PBC 1.51% 39,519 $3.0M
11 Financial Partners Group, Inc 1.36% 149,238 $11.3M
12 BLUE JEAN FINANCIAL LLC 1.26% 20,160 $1.5M
13 Nova Wealth Management, Inc. 1.20% 24,301 $1.8M
14 Englebert Financial Advisers, LLC 1.12% 12,910 $981K
15 MFA WEALTH ADVISORS, LLC 1.03% 69,137 $5.3M
16 JBR Co Financial Management Inc 0.91% 30,210 $2.2M
17 MEMBERS WEALTH LLC 0.87% 17,040 $1.4M
18 Stonebridge Financial Group, LLC / MO 0.78% 12,148 $923K
19 Cooper Financial Group 0.76% 99,429 $7.6M
20 Fortune Financial Group, Inc. 0.76% 11,044 $840K
21 Brown Miller Wealth Management, LLC 0.73% 33,625 $2.6M
22 Lodestone Wealth Management LLC 0.68% 22,442 $1.7M
23 Focus Financial Network, Inc. 0.61% 222,013 $16.9M
24 Redhawk Wealth Advisors, Inc. 0.59% 69,776 $5.3M
25 Index Technologies Group LLC 0.58% 7,007 $533K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVESCO EXCHANGE TRADED FD T (XSMO)

What does the Smart Money Trend signal show for XSMO?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added XSMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XSMO?

More buyers than sellers — 69% buying: Last quarter: 177 funds were net buyers (48 opened a brand new position + 129 added to an existing one). Only 81 were sellers (64 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XSMO holders?

Strong quality — 33% AUM from major funds: 15 of 264 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XSMO?

Mixed — 25% long-term, 33% new: Of the 264 current holders: 65 (25%) held >2 years, 113 held 1–2 years, and 86 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.