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 140 institutions that hold shares in the stock, with a total of 7.07 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,145,893
shares
|
$74.9 Million
0.04% of portfolio
|
Q2 2024
Added 26.88%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
701,149
shares
|
$45.9 Million
8.51% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
425,753
shares
|
$27.8 Million
0.27% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
289,546
shares
|
$18.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
268,613
shares
|
$17.6 Million
9.49% of portfolio
|
Q3 2024
Added 139.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
235,260
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Added 179.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
209,318
shares
|
$13.7 Million
0.03% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
207,502
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2024
Added 11.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
204,976
shares
|
$13.4 Million
0.55% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
173,571
shares
|
$11.4 Million
2.3% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
171,457
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2024
Added 2567.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
141,249
shares
|
$9.24 Million
0.03% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,724
shares
|
$8.22 Million
0.01% of portfolio
|
Q3 2024
Added 62.56%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
125,531
shares
|
$8.21 Million
0.0% of portfolio
|
Q2 2024
Added 33.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
125,327
shares
|
$8.2 Million
0.01% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
111,015
shares
|
$7.26 Million
1.94% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
109,175
shares
|
$7.14 Million
0.02% of portfolio
|
Q3 2024
Added 29.28%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
104,460
shares
|
$6.83 Million
0.77% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
96,923
shares
|
$6.34 Million
0.04% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
89,495
shares
|
$5.85 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
88,622
shares
|
$5.8 Million
2.01% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
85,714
shares
|
$5.61 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
83,168
shares
|
$5.44 Million
0.02% of portfolio
|
Q3 2024
Added 117.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
78,964
shares
|
$5.16 Million
0.01% of portfolio
|
Q2 2024
Added 315.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
76,130
shares
|
$4.98 Million
0.01% of portfolio
|
Q2 2024
Added 29.34%
|