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 234 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,773,263
shares
|
$122 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,614,633
shares
|
$111 Million
0.24% of portfolio
|
Q4 2024
Reduced 22.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,517,383
shares
|
$104 Million
0.03% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,175,080
shares
|
$80.9 Million
0.15% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
567,560
shares
|
$39.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
497,214
shares
|
$34.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.88%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
477,335
shares
|
$32.9 Million
4.92% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
462,553
shares
|
$31.8 Million
0.06% of portfolio
|
Q2 2025
Added 54.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
406,230
shares
|
$28 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
371,638
shares
|
$25.6 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
367,296
shares
|
$25.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
363,127
shares
|
$25 Million
0.02% of portfolio
|
Q1 2025
Added 102.21%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
354,148
shares
|
$24.4 Million
0.08% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
281,674
shares
|
$19.4 Million
9.54% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
235,260
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2024
Added 179.68%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
219,456
shares
|
$15.1 Million
0.04% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
204,723
shares
|
$14.1 Million
0.55% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
195,917
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
190,028
shares
|
$13.1 Million
2.35% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
143,122
shares
|
$9.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
140,234
shares
|
$9.66 Million
5.07% of portfolio
|
Q1 2025
Added 26.08%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
133,238
shares
|
$9.17 Million
2.24% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
130,604
shares
|
$8.99 Million
0.04% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,724
shares
|
$8.66 Million
0.01% of portfolio
|
Q3 2024
Added 62.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
121,014
shares
|
$8.33 Million
0.03% of portfolio
|
Q1 2025
Added 136.58%
|