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 243 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
143,028
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
139,471
shares
|
$10.2 Million
1.95% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
130,604
shares
|
$9.55 Million
0.04% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,724
shares
|
$9.2 Million
0.01% of portfolio
|
Q3 2024
Added 62.56%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
119,950
shares
|
$8.78 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
110,849
shares
|
$8.11 Million
0.33% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
105,032
shares
|
$7.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
102,655
shares
|
$7.51 Million
0.86% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
100,344
shares
|
$7.34 Million
2.25% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
97,156
shares
|
$7.11 Million
0.04% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
89,516
shares
|
$6.55 Million
2.26% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
86,042
shares
|
$6.29 Million
0.19% of portfolio
|
Q2 2025
Added 774.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
85,977
shares
|
$6.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
85,608
shares
|
$6.26 Million
3.72% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
84,193
shares
|
$6.16 Million
0.18% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
83,672
shares
|
$6.12 Million
0.7% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
79,549
shares
|
$5.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
78,500
shares
|
$5.74 Million
0.4% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
78,203
shares
|
$5.72 Million
0.53% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
77,780
shares
|
$5.69 Million
1.59% of portfolio
|
Q2 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
77,091
shares
|
$5.64 Million
4.03% of portfolio
|
Q1 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
70,009
shares
|
$5.12 Million
3.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
69,685
shares
|
$5.1 Million
0.03% of portfolio
|
Q2 2025
Added 39.63%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
69,457
shares
|
$5.08 Million
0.12% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
62,739
shares
|
$4.59 Million
1.03% of portfolio
|
Q2 2025
Added 302.95%
|