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 173 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,270,225
shares
|
$89.2 Million
0.04% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,229,593
shares
|
$86.3 Million
0.03% of portfolio
|
Q3 2024
Added 5392.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,196,878
shares
|
$84 Million
0.19% of portfolio
|
Q3 2024
Added 1472.15%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
701,149
shares
|
$49.2 Million
8.51% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
481,263
shares
|
$33.8 Million
0.3% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
436,271
shares
|
$30.6 Million
0.0% of portfolio
|
Q3 2024
Added 110.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
399,744
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2024
Added 38.06%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
268,613
shares
|
$18.9 Million
9.49% of portfolio
|
Q3 2024
Added 139.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
256,559
shares
|
$18 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
235,260
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2024
Added 179.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
209,318
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
207,692
shares
|
$14.6 Million
0.01% of portfolio
|
Q3 2024
Added 21.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
204,976
shares
|
$14.4 Million
0.55% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
173,571
shares
|
$12.2 Million
2.3% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
161,556
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 586.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
141,249
shares
|
$9.92 Million
0.03% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
133,077
shares
|
$9.34 Million
0.01% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,724
shares
|
$8.83 Million
0.01% of portfolio
|
Q3 2024
Added 62.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
125,327
shares
|
$8.8 Million
0.01% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
112,622
shares
|
$7.91 Million
0.0% of portfolio
|
Q3 2024
Added 91.56%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
111,015
shares
|
$7.8 Million
1.94% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
109,567
shares
|
$7.69 Million
0.36% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
109,175
shares
|
$7.67 Million
0.02% of portfolio
|
Q3 2024
Added 29.28%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
98,075
shares
|
$6.89 Million
0.01% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
97,462
shares
|
$6.84 Million
0.01% of portfolio
|
Q3 2024
Added 23.43%
|