Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (XSVM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — XSVM

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added XSVM 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 (95% of max)

95% of all-time peak
125 hedge funds hold XSVM 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 49% buying

58 buying61 selling
Last quarter: 61 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 13 → 23 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 14% medium ■ 21% new
81 out of 125 hedge funds have held XSVM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

12 → 13 → 13 → 23 → 19 new funds/Q
New funds entering each quarter: 13 → 13 → 23 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Of 125 current holders: 83 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
19 of 125 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in XSVM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — XSVM

In 2026 Q1, 58 hedge funds were net buyers of XSVM (19 opened a new position, 39 added to an existing one), while 61 reduced or exited (46 trimmed, 15 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 44% of total institutional value in XSVM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 125.

Hedge Fund Ownership: XSVM

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

Market Analysis: XSVM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSVM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Exchange Traded Fd T (XSVM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XSVM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
XSVM
+13.3%
SPY
+13.9%

XSVM outperformed SPY by -0.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
XSVM
+3.9%
SPY
+0.2%

Since the filing became public, XSVM outperformed SPY by +3.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: XSVM
125 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 125 121 3.31%
13F Shares 5M 6M -15.29%
Total Value $305M $345M -11.68%
New Positions 19 23 -4
Increased Positions 39 41 -2
Closed Positions 15 14 +1
Reduced Positions 46 38 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSVM

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Institutional Holders (2026 Q1)

125 + investors

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

QUARTER:
Top 25 XSVM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 360 Financial, Inc. 5.89% 324,153 $19.5M
2 Altman Advisors, Inc. 3.50% 139,995 $8.4M
3 Bestgate Wealth Advisors, LLC 2.65% 24,337 $1.5M
4 Kellett Wealth Advisors, LLC 2.22% 68,120 $4.1M
5 Del-Sette Capital Management, LLC 1.85% 51,204 $3.1M
6 Williams & Novak, LLC 1.55% 34,198 $2.1M
7 Apex Wealth Management, LLC 1.44% 34,720 $2.1M
8 Dopkins Wealth Management, LLC 1.10% 45,290 $2.7M
9 Lowery Thomas, LLC 0.90% 25,984 $1.6M
10 Traction Financial Partners, LLC 0.86% 23,046 $1.4M
11 Sfm, LLC 0.78% 21,295 $1.3M
12 Fermata Advisors, LLC 0.71% 51,980 $3.1M
13 Brightwater Advisory LLC 0.63% 15,928 $960K
14 OxenFree Capital LLC 0.61% 19,679 $1.2M
15 Cooper Financial Group 0.44% 71,681 $4.3M
16 Oath Planning, LLC 0.32% 5,975 $360K
17 Premier Path Wealth Partners, LLC 0.31% 39,644 $2.4M
18 Moneco Advisors, LLC 0.26% 55,365 $3.3M
19 Greenline Wealth Management LLC 0.23% 3,326 $200K
20 Valued Wealth Advisors LLC 0.21% 8,407 $507K
21 Sunrise Financial Services, LLC 0.19% 4,454 $268K
22 Marshall Financial Group, LLC 0.16% 16,933 $1.0M
23 Asset Allocation Strategies LLC 0.16% 15,135 $912K
24 Pacific Sun Financial Corp 0.13% 4,600 $277K
25 Swisher Financial Concepts, Inc. 0.13% 3,751 $226K
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 (XSVM)

What does the Smart Money Trend signal show for XSVM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XSVM 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 XSVM?

More sellers than buyers — 49% buying: Last quarter: 61 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XSVM holders?

Elite ownership — 44% AUM from top-100 funds: 19 of 125 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in XSVM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XSVM?

65% of holders stayed for 2+ years: 81 out of 125 hedge funds have held XSVM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invesco Exchange Traded Fd T (XSVM) following the 2026 Q1 hedge fund 13F filings?

As of today, XSVM has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), XSVM has gained +13.3% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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