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 192 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $793 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
106,237
shares
|
$7.33 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
104,103
shares
|
$7.18 Million
0.85% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
97,462
shares
|
$6.72 Million
0.01% of portfolio
|
Q3 2024
Added 23.43%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
95,688
shares
|
$6.6 Million
2.12% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
92,709
shares
|
$6.39 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
92,613
shares
|
$6.39 Million
0.01% of portfolio
|
Q3 2024
Added 133.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
89,495
shares
|
$6.17 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
71,036
shares
|
$4.9 Million
0.0% of portfolio
|
Q4 2024
Added 51.36%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
70,486
shares
|
$4.86 Million
1.51% of portfolio
|
Q4 2024
Added 253.3%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
68,792
shares
|
$4.74 Million
0.44% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
67,606
shares
|
$4.66 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
67,415
shares
|
$4.65 Million
3.84% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
63,526
shares
|
$4.38 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
62,033
shares
|
$4.28 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
61,536
shares
|
$4.24 Million
0.54% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
59,548
shares
|
$4.11 Million
0.14% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
58,651
shares
|
$4.05 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
58,563
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Added 88.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
58,532
shares
|
$4.04 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
54,307
shares
|
$3.75 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
50,082
shares
|
$3.45 Million
0.04% of portfolio
|
Q4 2024
Added 121.87%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
49,181
shares
|
$3.39 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
40,918
shares
|
$2.82 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
40,776
shares
|
$2.81 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
39,839
shares
|
$2.75 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.48%
|