Institutional Ownership Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 5.34 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,145,893
shares
|
$75.5 Million
0.04% of portfolio
|
Q2 2024
Added 26.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
425,753
shares
|
$28 Million
0.27% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
289,546
shares
|
$19.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
207,502
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.38%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
200,950
shares
|
$13.2 Million
0.56% of portfolio
|
Q4 2022
Reduced 97.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
196,737
shares
|
$13 Million
0.03% of portfolio
|
Q2 2024
Added 14.9%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
179,100
shares
|
$11.8 Million
2.23% of portfolio
|
Q2 2024
Added 6.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
171,457
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2024
Added 2567.76%
|
|
|
Systelligence, LLC
|
Jul 25, 2024 Q2 2024 |
127,965
shares
|
$8.43 Million
2.19% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
125,531
shares
|
$8.27 Million
0.0% of portfolio
|
Q2 2024
Added 33.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
120,821
shares
|
$7.96 Million
0.03% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 23, 2024 Q2 2024 |
112,191
shares
|
$7.39 Million
4.07% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
104,460
shares
|
$6.88 Million
0.77% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
99,684
shares
|
$6.57 Million
0.01% of portfolio
|
Q2 2024
Added 17.71%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
85,714
shares
|
$5.65 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
84,450
shares
|
$5.56 Million
0.02% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
84,117
shares
|
$5.54 Million
0.01% of portfolio
|
Q2 2024
Added 50.4%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
81,968
shares
|
$5.4 Million
0.03% of portfolio
|
Q2 2024
Added 55.3%
|
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
81,033
shares
|
$5.34 Million
1.78% of portfolio
|
Q2 2024
Added 10.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
78,964
shares
|
$5.2 Million
0.01% of portfolio
|
Q2 2024
Added 315.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
77,338
shares
|
$5.09 Million
0.0% of portfolio
|
Q2 2024
Added 19.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
76,130
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2024
Added 29.34%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
66,677
shares
|
$4.39 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
63,708
shares
|
$4.2 Million
0.58% of portfolio
|
Q2 2024
Added 6.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
58,792
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2024
Added 12.23%
|