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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
40,776
shares
|
$2.8 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
40,484
shares
|
$2.78 Million
0.04% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
40,426
shares
|
$2.78 Million
0.02% of portfolio
|
Q4 2024
Added 230.55%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
39,323
shares
|
$2.7 Million
0.09% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
38,174
shares
|
$2.63 Million
0.42% of portfolio
|
Q4 2022
Added 13.99%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
37,800
shares
|
$2.6 Million
0.84% of portfolio
|
Q3 2024
Added 89.02%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
37,800
shares
|
$2.6 Million
0.17% of portfolio
|
Q3 2024
Added 89.02%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
35,627
shares
|
$2.45 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,094
shares
|
$2.41 Million
1.33% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
34,083
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
33,609
shares
|
$2.31 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
31,945
shares
|
$2.2 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
31,606
shares
|
$2.17 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31,135
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Added 80.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,951
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
30,274
shares
|
$2.08 Million
0.85% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
29,468
shares
|
$2.03 Million
0.37% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
28,914
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
26,949
shares
|
$1.85 Million
0.11% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
25,672
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
22,907
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Added 64.27%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
22,741
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2024
Added 103.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
22,158
shares
|
$1.52 Million
0.13% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22,137
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Added 126.6%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
22,040
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2024
New holding
|