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 |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
17,650
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
17,533
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
17,429
shares
|
$1.21 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
16,917
shares
|
$1.17 Million
0.28% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
16,796
shares
|
$1.17 Million
0.75% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
16,715
shares
|
$1.16 Million
0.26% of portfolio
|
Q4 2024
Reduced 57.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,446
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
16,261
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 35.51%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
16,163
shares
|
$1.12 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
15,615
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Added 226.54%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
15,199
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2024
Added 706.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,845
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 247316.67%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,522
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,916
shares
|
$896,241
0.04% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,831
shares
|
$890,343
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
12,721
shares
|
$882,710
0.22% of portfolio
|
Q3 2024
Added 96.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
12,593
shares
|
$873,828
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
12,375
shares
|
$858,701
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,303
shares
|
$853,705
0.05% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,230
shares
|
$848,639
0.01% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,725
shares
|
$813,597
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
11,226
shares
|
$778,972
0.11% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,121
shares
|
$771,686
0.02% of portfolio
|
Q3 2024
Added 126.13%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
10,455
shares
|
$725,472
0.46% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,146
shares
|
$704,030
0.0% of portfolio
|
Q3 2024
New holding
|