Purchases and Sales Made in Q1 2025 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP MOMENTUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
566K+ 53.97% |
$33.9M - $39.6M
|
1.61M
$107M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
475KNew |
$28.5M - $33.3M
|
475K
$31.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
212K+ 157.74% |
$12.7M - $14.9M
|
347K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
184K+ 102.21% |
$11M - $12.9M
|
363K
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 13.2% |
$10.6M - $12.4M
|
1.52M
$101M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
143K+ 13.84% |
$8.57M - $10M
|
1.18M
$78M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
105K+ 38.04% |
$6.32M - $7.38M
|
382K
$25.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.1K+ 366.95% |
$4.74M - $5.54M
|
101K
$6.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.3K+ 66.3% |
$4.7M - $5.48M
|
196K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
77.1KNew |
$4.62M - $5.4M
|
77.1K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.7KNew |
$4.6M - $5.37M
|
76.7K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.9K+ 136.58% |
$4.19M - $4.89M
|
121K
$8.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62K+ 26.15% |
$3.72M - $4.34M
|
299K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.7KNew |
$3.28M - $3.83M
|
54.7K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.9K+ 91.68% |
$2.69M - $3.15M
|
93.9K
$6.24M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
37.1KNew |
$2.22M - $2.6M
|
37.1K
$2.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.5K+ 104.98% |
$2.01M - $2.35M
|
65.5K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
30.8KNew |
$1.85M - $2.16M
|
30.8K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
29K+ 26.08% |
$1.74M - $2.03M
|
140K
$9.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
27.1K+ 138.03% |
$1.62M - $1.9M
|
46.7K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 139.35% |
$1.49M - $1.74M
|
42.7K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22KNew |
$1.32M - $1.54M
|
22K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
20.2KNew |
$1.21M - $1.42M
|
20.2K
$1.34M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.5KNew |
$1.17M - $1.36M
|
19.5K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19K+ 18.32% |
$1.14M - $1.33M
|
123K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
17KNew |
$1.02M - $1.19M
|
17K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
16.4KNew |
$984K - $1.15M
|
16.4K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.6KNew |
$934K - $1.09M
|
15.6K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
15.1K+ 5.75% |
$904K - $1.06M
|
277K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.4KNew |
$864K - $1.01M
|
14.4K
$957K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.4KNew |
$863K - $1.01M
|
14.4K
$955K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.1K+ 38.09% |
$847K - $990K
|
51.2K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4KNew |
$805K - $940K
|
13.4K
$892K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.6KNew |
$754K - $880K
|
12.6K
$834K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.2K+ 17.28% |
$730K - $853K
|
82.7K
$5.49M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
11.5K+ 15.1% |
$688K - $803K
|
87.4K
$5.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.3K+ 143.22% |
$679K - $793K
|
19.2K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.9K+ 62.31% |
$655K - $765K
|
28.5K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.6K+ 15.07% |
$639K - $746K
|
81.3K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.2K+ 33.52% |
$612K - $715K
|
40.7K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 46.04% |
$612K - $715K
|
32.4K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.48K+ 23.46% |
$569K - $664K
|
49.9K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
9.44K+ 7.62% |
$566K - $661K
|
133K
$8.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.41K+ 5.41% |
$564K - $659K
|
183K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
9.32K+ 49.8% |
$559K - $653K
|
28K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.07K+ 26.62% |
$544K - $635K
|
43.2K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.6KNew |
$516K - $602K
|
8.6K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.34KNew |
$500K - $584K
|
8.34K
$554K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8.03K+ 36.58% |
$482K - $562K
|
30K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.92K+ 96.58% |
$475K - $554K
|
16.1K
$1.07M
|