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 194 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $852 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
110,040
shares
|
$7.57 Million
0.04% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
108,121
shares
|
$7.44 Million
0.22% of portfolio
|
Q4 2024
Added 628.33%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
107,977
shares
|
$7.43 Million
0.01% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
106,237
shares
|
$7.31 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
104,103
shares
|
$7.16 Million
0.85% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
103,569
shares
|
$7.12 Million
0.02% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
97,462
shares
|
$6.7 Million
0.01% of portfolio
|
Q3 2024
Added 23.43%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
95,688
shares
|
$6.58 Million
2.12% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
92,709
shares
|
$6.38 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
71,036
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Added 51.36%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
70,486
shares
|
$4.85 Million
1.51% of portfolio
|
Q4 2024
Added 253.3%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
68,792
shares
|
$4.73 Million
0.44% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
67,606
shares
|
$4.65 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
67,415
shares
|
$4.64 Million
3.84% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
63,526
shares
|
$4.37 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
62,033
shares
|
$4.27 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
61,536
shares
|
$4.23 Million
0.54% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
59,548
shares
|
$4.1 Million
0.14% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
58,563
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Added 88.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
58,532
shares
|
$4.03 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
57,896
shares
|
$3.98 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
54,307
shares
|
$3.74 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
50,082
shares
|
$3.44 Million
0.04% of portfolio
|
Q4 2024
Added 121.87%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
49,181
shares
|
$3.38 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
40,918
shares
|
$2.81 Million
1.88% of portfolio
|
Q4 2024
New holding
|