Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (XSVM)

119 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — XSVM

Based on 119 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
119 funds currently hold this stock — 93% of the 3.0-year high of 128 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold XSVM compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

63 buying52 selling
Last quarter: 63 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new XSVM position: 12 → 11 → 13 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
77 out of 119 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

25 → 12 → 11 → 13 → 23 new funds/Q
New funds entering each quarter: 12 → 11 → 13 → 23. 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 — 61% of holders stayed 2+ years

■ 61% veterans ■ 17% 1-2yr ■ 23% new
Of 119 current holders: 72 (61%) 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.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
15 of 119 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 3 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: XSVM
2026 Q1 Stats Unlock in 10 days 119 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 119 110 8.18%
13F Shares 6M 6M 7.15%
Total Value $345M $325M 6.28%
New Positions 23 13 +10
Increased Positions 40 33 +7
Closed Positions 14 15 -1
Reduced Positions 38 48 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSVM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

119 + investors

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

Top 25 institutional holders of XSVM — 2025 Q4 · 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 SFM, LLC 0.78% 21,295 $1.3M
10 Fermata Advisors, LLC 0.71% 51,980 $3.1M
11 Brightwater Advisory LLC 0.63% 15,928 $960K
12 OxenFree Capital LLC 0.61% 19,679 $1.2M
13 Cooper Financial Group 0.44% 71,681 $4.3M
14 Oath Planning, LLC 0.32% 5,975 $360K
15 Premier Path Wealth Partners, LLC 0.31% 39,644 $2.4M
16 MONECO ADVISORS, LLC 0.26% 55,365 $3.3M
17 Valued Wealth Advisors LLC 0.21% 8,407 $507K
18 Sunrise Financial Services, LLC 0.19% 4,454 $268K
19 Marshall Financial Group, LLC 0.16% 16,933 $1.0M
20 Asset Allocation Strategies LLC 0.16% 15,135 $912K
21 PACIFIC SUN FINANCIAL CORP 0.13% 4,600 $277K
22 Swisher Financial Concepts, Inc. 0.13% 3,751 $226K
23 Southland Equity Partners LLC 0.11% 9,099 $548K
24 Eagle Strategies LLC 0.10% 13,780 $830K
25 Banco Santander, S.A. 0.09% 191,813 $11.6M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 55% buying: Last quarter: 63 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XSVM holders?

Strong quality — 39% AUM from major funds: 15 of 119 holders rank in the top 100 by AUM, accounting for 39% 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 XSVM?

65% of holders stayed for 2+ years: 77 out of 119 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.

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.