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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,292
shares
|
$94,522
0.01% of portfolio
|
Q2 2025
Reduced 46.26%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
1,244
shares
|
$91,011
0.07% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,244
shares
|
$91,011
0.07% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,189
shares
|
$86,987
0.0% of portfolio
|
Q3 2022
Reduced 4.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,150
shares
|
$84,134
0.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,080
shares
|
$79,012
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
931
shares
|
$68,111
0.0% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
900
shares
|
$65,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
896
shares
|
$65,551
0.02% of portfolio
|
Q1 2025
Added 48.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
894
shares
|
$65,405
0.02% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
750
shares
|
$54,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
606
shares
|
$44,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
600
shares
|
$43,896
0.0% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
590
shares
|
$43,164
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
479
shares
|
$35,043
0.0% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
403
shares
|
$29,483
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
402
shares
|
$29,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
339
shares
|
$24,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
274
shares
|
$20,045
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
255
shares
|
$18,655
0.01% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
253
shares
|
$18,509
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
250
shares
|
$18,290
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
244
shares
|
$17,851
0.0% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
175
shares
|
$12,803
0.0% of portfolio
|
Q1 2020
Added 157.14%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
160
shares
|
$11,705
0.0% of portfolio
|
Q2 2025
New holding
|