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 |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
6,977
shares
|
$510,437
0.24% of portfolio
|
Q2 2025
Added 57.0%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
6,874
shares
|
$502,901
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
6,824
shares
|
$499,243
0.13% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
6,815
shares
|
$498,585
0.58% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
6,805
shares
|
$497,853
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,757
shares
|
$494,342
0.0% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,712
shares
|
$491,049
0.01% of portfolio
|
Q2 2025
Added 71.27%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
6,396
shares
|
$467,931
0.01% of portfolio
|
Q2 2025
Reduced 39.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
6,390
shares
|
$467,492
0.0% of portfolio
|
Q2 2025
Reduced 88.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,214
shares
|
$454,616
0.0% of portfolio
|
Q2 2025
Added 65.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,126
shares
|
$448,178
0.01% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
5,878
shares
|
$430,034
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,299
shares
|
$387,674
0.02% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,231
shares
|
$382,699
0.02% of portfolio
|
Q2 2025
Reduced 83.84%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
5,187
shares
|
$379,480
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,017
shares
|
$367,043
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,884
shares
|
$357,313
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
4,823
shares
|
$352,850
0.16% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,747
shares
|
$347,290
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,619
shares
|
$337,926
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,586
shares
|
$335,511
0.0% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,585
shares
|
$335,438
0.01% of portfolio
|
Q2 2025
Reduced 20.76%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,576
shares
|
$334,780
0.03% of portfolio
|
Q2 2025
Reduced 59.27%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
4,564
shares
|
$333,902
0.04% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,442
shares
|
$324,976
0.16% of portfolio
|
Q2 2025
Reduced 27.94%
|