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 |
|---|---|---|---|---|---|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
10,031
shares
|
$733,867
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
9,805
shares
|
$717,333
1.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
9,630
shares
|
$704,530
0.01% of portfolio
|
Q2 2025
Reduced 41.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
9,625
shares
|
$704,165
0.01% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,591
shares
|
$701,677
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,414
shares
|
$688,728
0.0% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,988
shares
|
$657,562
0.04% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,753
shares
|
$640,369
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
8,627
shares
|
$631,151
0.41% of portfolio
|
Q2 2024
Added 33.26%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
8,496
shares
|
$621,567
0.02% of portfolio
|
Q2 2025
Added 128.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
8,430
shares
|
$616,738
0.01% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
8,265
shares
|
$604,667
0.09% of portfolio
|
Q2 2025
Added 82.93%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
8,000
shares
|
$585,280
0.01% of portfolio
|
Q1 2025
Reduced 54.67%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
7,989
shares
|
$584,475
0.04% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7,858
shares
|
$574,891
0.02% of portfolio
|
Q2 2025
Reduced 45.48%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
7,835
shares
|
$573,208
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
7,661
shares
|
$560,478
0.1% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,563
shares
|
$553,309
0.0% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,514
shares
|
$549,724
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
7,391
shares
|
$540,725
0.02% of portfolio
|
Q2 2025
Added 60.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,284
shares
|
$532,897
0.01% of portfolio
|
Q2 2025
Reduced 89.88%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,281
shares
|
$532,677
0.07% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,259
shares
|
$531,068
0.24% of portfolio
|
Q2 2025
Added 71.81%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,033
shares
|
$514,534
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
7,000
shares
|
$512,120
0.0% of portfolio
|
Q2 2025
New holding
|