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 |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
4,389
shares
|
$321,099
0.09% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,290
shares
|
$313,856
0.01% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,279
shares
|
$313,051
0.01% of portfolio
|
Q2 2025
Reduced 48.71%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,262
shares
|
$311,807
0.01% of portfolio
|
Q2 2025
Added 29.5%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
4,053
shares
|
$296,517
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
3,862
shares
|
$282,543
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
3,855
shares
|
$282,031
0.04% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
3,756
shares
|
$274,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,721
shares
|
$272,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
3,577
shares
|
$261,693
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,468
shares
|
$253,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,391
shares
|
$248,085
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,134
shares
|
$229,283
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,110
shares
|
$227,527
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
3,063
shares
|
$224,089
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,026
shares
|
$221,382
0.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,022
shares
|
$221,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,975
shares
|
$217,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,539
shares
|
$185,753
0.03% of portfolio
|
Q2 2025
Reduced 20.61%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,962
shares
|
$143,539
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,912
shares
|
$139,881
0.0% of portfolio
|
Q2 2025
Added 23.43%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,882
shares
|
$137,687
0.0% of portfolio
|
Q2 2025
Added 1315.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,731
shares
|
$126,639
0.0% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,684
shares
|
$123,201
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,362
shares
|
$99,643
0.0% of portfolio
|
Q2 2025
Reduced 25.66%
|