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 187 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 $800 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
35,627
shares
|
$2.47 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,094
shares
|
$2.44 Million
1.33% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
32,612
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
31,945
shares
|
$2.22 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
31,606
shares
|
$2.19 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31,135
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
Added 80.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,951
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
30,274
shares
|
$2.1 Million
0.8% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
29,468
shares
|
$2.04 Million
0.37% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
28,914
shares
|
$2.01 Million
0.03% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,272
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Added 54.2%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
25,672
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
24,914
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
22,907
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 64.27%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
22,741
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2024
Added 103.23%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
22,573
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22,137
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2024
Added 126.6%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
22,040
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
21,931
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.5%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
21,527
shares
|
$1.49 Million
0.71% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
21,423
shares
|
$1.49 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
21,393
shares
|
$1.48 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
20,419
shares
|
$1.42 Million
0.15% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
19,793
shares
|
$1.37 Million
0.51% of portfolio
|
Q4 2024
Added 20.51%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
19,605
shares
|
$1.36 Million
0.7% of portfolio
|
Q4 2024
New holding
|