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 |
|---|---|---|---|---|---|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
56,648
shares
|
$4.14 Million
1.49% of portfolio
|
Q2 2025
Added 1657.07%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
54,376
shares
|
$3.98 Million
1.06% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
51,651
shares
|
$3.78 Million
0.04% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
51,156
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
48,697
shares
|
$3.56 Million
2.62% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
48,374
shares
|
$3.54 Million
0.03% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
47,079
shares
|
$3.44 Million
0.04% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
45,581
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
44,660
shares
|
$3.27 Million
1.25% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
42,662
shares
|
$3.12 Million
0.2% of portfolio
|
Q2 2025
Added 37.08%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
41,917
shares
|
$3.07 Million
0.17% of portfolio
|
Q2 2025
Added 191.27%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
38,524
shares
|
$2.82 Million
0.03% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
38,174
shares
|
$2.79 Million
0.42% of portfolio
|
Q4 2022
Added 13.99%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
35,863
shares
|
$2.62 Million
0.1% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,094
shares
|
$2.57 Million
1.33% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
34,376
shares
|
$2.51 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
33,134
shares
|
$2.42 Million
1.98% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
32,765
shares
|
$2.4 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
32,326
shares
|
$2.36 Million
1.61% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,951
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
30,698
shares
|
$2.25 Million
0.88% of portfolio
|
Q2 2025
Added 80.76%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
30,053
shares
|
$2.2 Million
1.01% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
29,468
shares
|
$2.16 Million
0.36% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
29,445
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
29,211
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.19%
|