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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
28,020
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
27,812
shares
|
$1.91 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
27,332
shares
|
$1.88 Million
0.1% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
25,797
shares
|
$1.78 Million
0.95% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
24,850
shares
|
$1.71 Million
0.58% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
23,872
shares
|
$1.64 Million
0.13% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
22,741
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2024
Added 103.23%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
22,611
shares
|
$1.56 Million
0.75% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
22,137
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Added 126.6%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
21,443
shares
|
$1.48 Million
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
21,423
shares
|
$1.47 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
21,392
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
20,210
shares
|
$1.39 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
19,629
shares
|
$1.35 Million
0.34% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
19,479
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
18,802
shares
|
$1.29 Million
1.22% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
18,588
shares
|
$1.28 Million
1.16% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
17,948
shares
|
$1.24 Million
0.26% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,535
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
17,422
shares
|
$1.2 Million
3.47% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
17,000
shares
|
$1.17 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
16,983
shares
|
$1.17 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
16,408
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
16,112
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 96.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,985
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 16.04%
|