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 173 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
14,557
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,522
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,916
shares
|
$906,961
0.04% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
12,831
shares
|
$900,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
12,721
shares
|
$893,268
0.22% of portfolio
|
Q3 2024
Added 96.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
12,593
shares
|
$884,280
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
12,375
shares
|
$868,972
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,303
shares
|
$863,916
0.05% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,230
shares
|
$858,790
0.01% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,725
shares
|
$823,329
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,121
shares
|
$780,916
0.02% of portfolio
|
Q3 2024
Added 126.13%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
11,034
shares
|
$774,807
0.11% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
10,478
shares
|
$735,765
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
10,455
shares
|
$734,150
0.46% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,146
shares
|
$712,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
9,775
shares
|
$686,400
1.27% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
9,769
shares
|
$685,979
0.02% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,116
shares
|
$640,125
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
8,940
shares
|
$627,766
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,531
shares
|
$599,046
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
8,186
shares
|
$574,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,951
shares
|
$558,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
7,819
shares
|
$549,050
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
7,174
shares
|
$503,758
0.01% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,959
shares
|
$488,660
0.0% of portfolio
|
Q3 2024
Reduced 10.09%
|