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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
28,020
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
27,812
shares
|
$2.03 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
27,625
shares
|
$2.02 Million
1.37% of portfolio
|
Q2 2025
Added 36.69%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
25,522
shares
|
$1.87 Million
0.94% of portfolio
|
Q2 2025
Added 183.04%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
24,850
shares
|
$1.82 Million
0.58% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
24,497
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
23,872
shares
|
$1.75 Million
0.13% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,426
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.47%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
22,611
shares
|
$1.65 Million
0.75% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
22,537
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 24.49%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
21,947
shares
|
$1.61 Million
0.15% of portfolio
|
Q2 2025
Added 63.43%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
21,443
shares
|
$1.57 Million
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
21,403
shares
|
$1.57 Million
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
21,381
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
21,294
shares
|
$1.56 Million
0.41% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
20,534
shares
|
$1.5 Million
0.29% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
20,303
shares
|
$1.49 Million
1.18% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
19,640
shares
|
$1.44 Million
0.51% of portfolio
|
Q2 2025
Reduced 59.46%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
19,288
shares
|
$1.41 Million
0.47% of portfolio
|
Q2 2025
Added 35.73%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,991
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
17,422
shares
|
$1.27 Million
3.47% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
17,312
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
17,049
shares
|
$1.25 Million
1.13% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
17,000
shares
|
$1.24 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,918
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 13.75%
|