Cliff Asness's XSVM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 11,692 shares of Invesco S&P SmallCap Value with Momentum ETF (XSVM) worth $704,560, representing 0.00% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in XSVM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 10,749 shares. Largest reduction occurred in Q2 2025, reducing 9,079 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Invesco S&P SmallCap Value with Momentum ETF (XSVM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco S&P SmallCap Value with Momentum ETF (XSVM) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -3,300 | Reduce 22.01% | 11,692 | $60.26 |
| Q4 2025 | +1,515 | Add 11.24% | 14,992 | $57.14 |
| Q3 2025 | -1,510 | Reduce 10.08% | 13,477 | $56.46 |
| Q2 2025 | -9,079 | Reduce 37.73% | 14,987 | $51.99 |
| Q1 2025 | +1,417 | Add 6.26% | 24,066 | $50.20 |
| Q4 2024 | +4,147 | Add 22.41% | 22,649 | $54.48 |
| Q3 2024 | +10,749 | Add 138.64% | 18,502 | $54.99 |
| Q2 2024 | +1,117 | Add 16.83% | 7,753 | $52.38 |
| Q1 2024 | +1,728 | Add 35.21% | 6,636 | $56.94 |
| Q4 2023 | +4,908 | New Buy | 4,908 | $54.17 |
Cliff Asness's Invesco S&P SmallCap Value with Momentum ETF Investment FAQs
Cliff Asness first purchased Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2023, acquiring 4,908 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Invesco S&P SmallCap Value with Momentum ETF (XSVM) for 10 quarters since Q4 2023.
Cliff Asness's largest addition to Invesco S&P SmallCap Value with Momentum ETF (XSVM) was in Q3 2024, adding 18,502 shares worth $1.02 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 11,692 shares of Invesco S&P SmallCap Value with Momentum ETF (XSVM), valued at approximately $704,560.
As of the Q1 2026 filing, Invesco S&P SmallCap Value with Momentum ETF (XSVM) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Invesco S&P SmallCap Value with Momentum ETF (XSVM) was 24,066 shares, as reported at the end of Q1 2025.