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 267 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
5,187
shares
|
$367,913
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
5,167
shares
|
$366,495
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,062
shares
|
$359,047
0.01% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,909
shares
|
$348,195
0.01% of portfolio
|
Q3 2025
Added 924.84%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
4,826
shares
|
$342,308
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,819
shares
|
$341,811
0.01% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,799
shares
|
$340,393
0.03% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,763
shares
|
$337,839
0.0% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,696
shares
|
$333,087
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,478
shares
|
$317,624
0.0% of portfolio
|
Q3 2025
Reduced 46.88%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
4,442
shares
|
$315,071
0.16% of portfolio
|
Q2 2025
Reduced 27.94%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,416
shares
|
$313,226
0.01% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,389
shares
|
$311,311
0.08% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,279
shares
|
$303,509
0.01% of portfolio
|
Q2 2025
Reduced 48.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,090
shares
|
$290,103
0.0% of portfolio
|
Q3 2025
Added 35.16%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
4,053
shares
|
$287,479
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
4,008
shares
|
$284,287
0.0% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
3,764
shares
|
$266,980
0.01% of portfolio
|
Q3 2025
Reduced 35.96%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
3,615
shares
|
$256,411
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
3,577
shares
|
$253,716
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
3,525
shares
|
$250,028
0.04% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
3,524
shares
|
$249,957
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,468
shares
|
$245,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,452
shares
|
$244,850
0.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,372
shares
|
$239,175
0.03% of portfolio
|
Q3 2025
Reduced 26.12%
|
|