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 241 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,865,283
shares
|
$128 Million
0.04% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,580,283
shares
|
$108 Million
0.03% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,370,722
shares
|
$93.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,278,102
shares
|
$87.4 Million
0.16% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,033,548
shares
|
$70.7 Million
0.03% of portfolio
|
Q2 2025
Added 154.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
855,913
shares
|
$58.5 Million
0.01% of portfolio
|
Q2 2025
Added 50.81%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
523,730
shares
|
$35.8 Million
0.0% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
477,335
shares
|
$32.6 Million
4.92% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
462,553
shares
|
$31.6 Million
0.06% of portfolio
|
Q2 2025
Added 54.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
441,605
shares
|
$30.2 Million
0.02% of portfolio
|
Q2 2025
Added 21.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
371,638
shares
|
$25.4 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
354,148
shares
|
$24.2 Million
0.08% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
323,865
shares
|
$22.1 Million
2.84% of portfolio
|
Q2 2025
New holding
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
281,674
shares
|
$19.3 Million
9.54% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
263,301
shares
|
$18 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
235,260
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2024
Added 179.68%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
219,456
shares
|
$15 Million
0.04% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
217,718
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
204,723
shares
|
$14 Million
0.55% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
197,258
shares
|
$13.5 Million
0.04% of portfolio
|
Q2 2025
Added 145.98%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
190,028
shares
|
$13 Million
2.35% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
166,933
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
159,873
shares
|
$10.9 Million
0.01% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
153,253
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2025
Added 52.23%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
144,650
shares
|
$9.89 Million
5.6% of portfolio
|
Q2 2025
Added 3.15%
|