Latest Institutional Transactions on Invesco S&P Smallcap Momentum (XSMO)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Momentum (XSMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
750New |
$45K - $52.5K
|
750
$51.2K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.9K+ 91.68% |
$2.69M - $3.15M
|
93.9K
$6.41M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.47K- 12.24% |
$88.2K - $103K
|
10.5K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.92K+ 13.75% |
$115K - $135K
|
15.9K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.2K+ 33.52% |
$612K - $715K
|
40.7K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-76- 1.68% |
$4.56K - $5.32K
|
4.44K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.6KNew |
$516K - $602K
|
8.6K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$347K - $405K
|
5.79K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.4KNew |
$864K - $1.01M
|
14.4K
$983K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.49K+ 30.25% |
$89.4K - $104K
|
6.42K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.5K- 7.43% |
$1.77M - $2.06M
|
367K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-330K- 39.88% |
$19.8M - $23.1M
|
497K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.96K+ 185.52% |
$297K - $347K
|
7.63K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.05KNew |
$243K - $284K
|
4.05K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.7KNew |
$3.28M - $3.83M
|
54.7K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.29KNew |
$197K - $230K
|
3.29K
$225K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.92K+ 96.58% |
$475K - $554K
|
16.1K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.57K+ 9.83% |
$94.1K - $110K
|
17.5K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-766- 3.46% |
$45.9K - $53.6K
|
21.4K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
17KNew |
$1.02M - $1.19M
|
17K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.34K+ 1.8% |
$80.1K - $93.5K
|
75.5K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 9.34% |
$229K - $267K
|
44.7K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.89K- 6.93% |
$533K - $623K
|
119K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-334- 6.78% |
$20K - $23.4K
|
4.59K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4KNew |
$805K - $940K
|
13.4K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.7KNew |
$4.6M - $5.37M
|
76.7K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
184K+ 102.21% |
$11M - $12.9M
|
363K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.32K- 27.51% |
$199K - $232K
|
8.75K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
37.1KNew |
$2.22M - $2.6M
|
37.1K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$226K - $264K
|
3.76K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
90+ 6.17% |
$5.4K - $6.3K
|
1.55K
$106K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.23KNew |
$253K - $296K
|
4.23K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.7K- 25.82% |
$282K - $329K
|
13.5K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-59K- 91.16% |
$3.54M - $4.13M
|
5.72K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-637- 0.95% |
$38.2K - $44.6K
|
66.3K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.57K+ 81.77% |
$214K - $250K
|
7.93K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 28.19% |
$145K - $169K
|
6.14K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.55K- 35.08% |
$213K - $249K
|
6.57K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.9K+ 136.58% |
$4.19M - $4.89M
|
121K
$8.26M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-785- 19.64% |
$47.1K - $55K
|
3.21K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.6K+ 15.07% |
$639K - $746K
|
81.3K
$5.55M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
20.2KNew |
$1.21M - $1.42M
|
20.2K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.58K+ 11.3% |
$274K - $320K
|
45.1K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
795+ 7.07% |
$47.7K - $55.7K
|
12K
$822K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.2K- 10.86% |
$4.15M - $4.84M
|
568K
$38.7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.07K+ 26.62% |
$544K - $635K
|
43.2K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
16.4KNew |
$984K - $1.15M
|
16.4K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-485K- 99.51% |
$29.1M - $34M
|
2.38K
$162K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.65K- 4.69% |
$579K - $676K
|
196K
$13.4M
|