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 232 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
119,454
shares
|
$8.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
105,574
shares
|
$7.27 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
102,655
shares
|
$7.07 Million
0.86% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
100,675
shares
|
$6.93 Million
0.01% of portfolio
|
Q1 2025
Added 366.95%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
100,344
shares
|
$6.91 Million
2.25% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
97,427
shares
|
$6.71 Million
0.05% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
96,308
shares
|
$6.63 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
93,922
shares
|
$6.47 Million
0.04% of portfolio
|
Q1 2025
Added 91.68%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
89,516
shares
|
$6.16 Million
2.26% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
87,413
shares
|
$6.02 Million
3.35% of portfolio
|
Q1 2025
Added 15.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
81,293
shares
|
$5.6 Million
0.17% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
80,194
shares
|
$5.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.95%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
79,549
shares
|
$5.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
78,500
shares
|
$5.4 Million
0.4% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
77,091
shares
|
$5.31 Million
4.03% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
76,725
shares
|
$5.28 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
75,982
shares
|
$5.23 Million
2.33% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
75,464
shares
|
$5.2 Million
0.55% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
71,944
shares
|
$4.95 Million
0.14% of portfolio
|
Q1 2025
Reduced 33.46%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
70,009
shares
|
$4.82 Million
3.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
69,116
shares
|
$4.76 Million
0.6% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
66,261
shares
|
$4.56 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
65,051
shares
|
$4.48 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
62,739
shares
|
$4.32 Million
1.03% of portfolio
|
Q2 2025
Added 302.95%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
60,289
shares
|
$4.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.49%
|