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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
22,040
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
21,703
shares
|
$1.42 Million
0.18% of portfolio
|
Q2 2024
Added 1.46%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
21,266
shares
|
$1.39 Million
0.7% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
20,419
shares
|
$1.34 Million
0.15% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
19,998
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
19,998
shares
|
$1.31 Million
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Aug 06, 2024 Q2 2024 |
18,936
shares
|
$1.24 Million
0.4% of portfolio
|
Q2 2024
Added 7.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
18,335
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Added 160.26%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
17,429
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
17,238
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2024
Added 260.4%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
16,716
shares
|
$1.09 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,446
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
16,425
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
15,697
shares
|
$1.03 Million
0.69% of portfolio
|
Q2 2024
Added 7.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,845
shares
|
$970,863
0.03% of portfolio
|
Q3 2024
Added 247316.67%
|
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
14,417
shares
|
$942,871
0.04% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
13,945
shares
|
$912,003
0.06% of portfolio
|
Q2 2024
Added 68.74%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,733
shares
|
$832,738
0.0% of portfolio
|
Q2 2024
Added 166.49%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
12,700
shares
|
$830,580
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
12,531
shares
|
$819,527
0.06% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
12,136
shares
|
$793,694
0.01% of portfolio
|
Q2 2024
Added 5.14%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
12,000
shares
|
$784,800
0.0% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,121
shares
|
$727,313
0.02% of portfolio
|
Q3 2024
Added 126.13%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
11,034
shares
|
$721,623
0.11% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
10,478
shares
|
$685,261
0.04% of portfolio
|
Q2 2024
New holding
|