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 223 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
49,908
shares
|
$3.4 Million
0.02% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
49,499
shares
|
$3.38 Million
1.37% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
48,697
shares
|
$3.32 Million
2.62% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
48,442
shares
|
$3.3 Million
1.25% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
46,666
shares
|
$3.18 Million
1.71% of portfolio
|
Q1 2025
Added 138.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
45,059
shares
|
$3.07 Million
0.03% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
44,697
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
43,155
shares
|
$2.94 Million
0.03% of portfolio
|
Q1 2025
Added 26.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
42,724
shares
|
$2.91 Million
0.04% of portfolio
|
Q1 2025
Added 139.35%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
40,987
shares
|
$2.8 Million
1.5% of portfolio
|
Q1 2025
Added 15.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
40,680
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 33.52%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
38,174
shares
|
$2.6 Million
0.42% of portfolio
|
Q4 2022
Added 13.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
37,069
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,094
shares
|
$2.39 Million
1.33% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
32,765
shares
|
$2.24 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
32,370
shares
|
$2.21 Million
0.12% of portfolio
|
Q1 2025
Added 46.04%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
32,326
shares
|
$2.21 Million
1.61% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
31,289
shares
|
$2.13 Million
1.22% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
31,123
shares
|
$2.12 Million
0.12% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,951
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
30,834
shares
|
$2.1 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
29,847
shares
|
$2.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 45.04%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
29,468
shares
|
$2.01 Million
0.36% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
28,458
shares
|
$1.94 Million
0.07% of portfolio
|
Q1 2025
Added 62.31%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
28,030
shares
|
$1.91 Million
0.8% of portfolio
|
Q1 2025
Added 49.8%
|