Purchases and Sales Made in Q4 2024 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
12.3KNew |
$803K - $910K
|
12.3K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$785K - $890K
|
12.1K
$801K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.3KNew |
$732K - $829K
|
11.3K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
11K+ 11.86% |
$719K - $814K
|
104K
$6.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.8K+ 226.54% |
$705K - $799K
|
15.6K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.6K+ 16.69% |
$690K - $782K
|
74.1K
$4.92M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
10KNew |
$653K - $739K
|
10K
$666K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.9K+ 10.1% |
$644K - $730K
|
108K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.72KNew |
$632K - $716K
|
9.72K
$645K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
9.72K+ 108.68% |
$632K - $716K
|
18.7K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.91K+ 8.16% |
$580K - $657K
|
118K
$7.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
8.73K+ 6.56% |
$568K - $644K
|
142K
$9.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.36K+ 228.52% |
$544K - $616K
|
12K
$798K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.9KNew |
$514K - $583K
|
7.9K
$525K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
7.85KNew |
$511K - $579K
|
7.85K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.07K+ 7.97% |
$460K - $521K
|
95.7K
$6.35M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.71K+ 20.58% |
$437K - $495K
|
39.3K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.07K+ 26.55% |
$395K - $447K
|
28.9K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.04K+ 1.25% |
$393K - $445K
|
487K
$32.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.81K+ 20.55% |
$378K - $428K
|
34.1K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.71K+ 129.37% |
$371K - $421K
|
10.1K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.44KNew |
$354K - $401K
|
5.44K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.26K+ 20.46% |
$342K - $388K
|
31K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
4.98KNew |
$324K - $367K
|
4.98K
$331K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.52KNew |
$294K - $333K
|
4.52K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.68KNew |
$240K - $271K
|
3.68K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.61KNew |
$235K - $266K
|
3.61K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.47KNew |
$226K - $256K
|
3.47K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.46K+ 27.17% |
$225K - $255K
|
16.2K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.37K+ 20.51% |
$219K - $248K
|
19.8K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.21K+ 91.38% |
$209K - $237K
|
6.73K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$202K - $229K
|
3.1K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.07KNew |
$200K - $226K
|
3.07K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.04K+ 4.49% |
$198K - $224K
|
70.6K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.96K+ 23.53% |
$193K - $218K
|
15.6K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.83K+ 79.77% |
$184K - $208K
|
6.37K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.78K+ 67.88% |
$181K - $205K
|
6.88K
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.65K+ 23.86% |
$173K - $196K
|
13.8K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.38KNew |
$155K - $176K
|
2.38K
$158K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.36K+ 16.21% |
$154K - $174K
|
16.9K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.05K+ 61.58% |
$134K - $151K
|
5.38K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.04K+ 8.17% |
$132K - $150K
|
26.9K
$1.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.02K+ 61.25% |
$132K - $149K
|
5.33K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.96K+ 25.14% |
$128K - $145K
|
9.78K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$127K - $144K
|
1.95K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.94K+ 11.92% |
$126K - $143K
|
18.2K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.88K+ 45.36% |
$122K - $138K
|
6.02K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$120K - $136K
|
1.85K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 1.3% |
$120K - $135K
|
143K
$9.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.8KNew |
$117K - $133K
|
1.8K
$120K
|